Tax Preparation

With our tax preparation services, we ensure that your financial records are accurate and compliant with the latest tax regulations. We specialize in tax preparation services for individuals, families, and small business owners. For individuals and families, we offer a wide range of tax situations, including employment income, investments, rental properties, self employment income, and more. We work closely with you to identify all eligible deductions, credits, and exemptions to minimize your tax liability and maximize your refund.

For small business owners, we understand the unique challenges and complexities of managing business finances and tax obligations. Our tax experts can assist you in navigating the intricacies of business tax laws, including deductions for business expenses, depreciation, payroll taxes, and self-employment taxes. We also provide guidance on tax planning strategies to help you optimize your business structure and minimize your tax liability.

File From Anywhere

File your return with a professional in 4 easy steps!

Step 1

Complete the Client Intake Form

Intake Form

Step 2

Upload your documents using the secure mobile App or by uploading via the secure portal.

Mobile App

File Upload

Step 3

We'll review your documents and reach out to you for additional information as needed.

Step 4

We'll provide you with your estimate and request signature. After signature, your return will be transmitted to the IRS.

Check Refund Status

File Using Our Secure Mobile App

Download our secure mobile app to upload your documents, take a selfie, review, sign, and chat with us from inside the app.

Download App

File by Upload

Upload your documents using our secure document portal. No need to download or create an account. Once we receive your documents we will contact you with next steps.

Secure Upload

Schedule Virtual Appointment

Schedule your virtual appointment by clicking the link below. During your consultation we will assess your situation and prepare your return.

Schedule

What's Included With Filing

Gather/Organize

Gathering and organizing your tax documents, including W-2s, 1099s, and other income statements.

Review

Conduct thorough review of your financial records to ensure accuracy and completeness.

Identify

Identify eligible deductions, credits, and exemptions to minimize your tax liability.

Prepare & File

Preparing and filing your federal and state tax returns electronically for faster more efficient process.

Tax Advice

Providing personalized tax advice and guidance to help you make informed decisions and optimize your tax situation.

Assist

Assist with any tax-related inquiries or audits from tax authorities.