Step 1 of 3

Choose Your Tax Filing Path

Select the option that best matches your tax situation to begin the correct onboarding process with Okeybooks.
Choose your return type and preferred language, then continue to the next step.

Tax Client Onboarding

Start Here

Select the type of tax help you need so we can guide you to the correct next step. If you already know what applies to your situation, choose the matching option below. If not, you can request help directly on this page.

This page is only for tax-related onboarding. Choose the option that best matches your situation to continue.

Individual tax returns

Choose this section if you need help with a personal income tax return.

Resident Individual Return (1040)

For most U.S. resident individual tax returns.

1040
Federal and state individual returns
Common W-2, 1099, investment, and family tax situations
Choose your preferred language

Nonresident Individual Return (1040-NR)

For nonresident taxpayers and certain visa-related filing situations.

NR
1040-NR filings and related issues
Common cases involving visas, 1042-S, treaties, or nonresident status
Choose your preferred language

Business tax returns

Choose this section if you need help with a business return or an entity-level filing.

Single-Member LLC / Sole Proprietor

For self-employed taxpayers and one-owner businesses generally reported with the individual return.

SE
Schedule C and self-employment activity
Small business income and expense reporting for individual taxpayers
Choose your preferred language

Partnership / Multi-Member LLC

For partnership returns and multi-owner LLCs taxed as partnerships.

1065
Entity-level return preparation
Partner allocations and related business filing support
Choose your preferred language

S Corporation

For businesses taxed as an S corporation.

1120S
Entity tax return preparation
Owner reporting and related business filing workflow
Choose your preferred language

Corporation / C Corporation

For corporations filing a business income tax return.

1120
Corporate tax return preparation
Business filing support for C corporation structures
Choose your preferred language
Need Guidance?

Not sure which option applies to you?

If you are unsure whether your filing is resident or nonresident, do not know which business return applies, or would prefer Okeybooks to review your situation first, tell us a little about your case.

Use this option if You do not know which tax path applies, have a more unusual filing situation, or want Okeybooks to guide you before you start the onboarding flow.
What happens next You submit a short request, Okeybooks reviews your information, and we reply with guidance or the correct onboarding path.
What to include Briefly explain whether you are an individual or business client, whether you are a resident or nonresident if known, and any special facts you think we should review.

Need Help Choosing the Right Path?

Complete the form below and Okeybooks will review your situation and guide you to the correct next step.