WHAT WE OFFER:
Fast, accurate, and compliant tax preparation
Transparent pricing with no hidden fees
Secure online portal
Virtual and in-office filing
Free credit repair for all tax clients
Advance loans up to $7,500 (starting January 2nd)
Expert guidance on dependents, deductions, credits & business write-offs
Support for multi-year or complex returns
Fast, accurate, and compliant tax preparation
Transparent pricing with no hidden fees
Secure online portal
Virtual and in-office filing
Free credit repair for all tax clients
Advance loans up to $7,500 (starting January 2nd)
Expert guidance on dependents, deductions, credits & business write-offs
Support for multi-year or complex returns
TAX PREPARATION PROCESS
(STEP-BY-STEP)
A simple, guided breakdown of what to prepare before filing your taxes to ensure accuracy, compliance, and a stress-free experience with trusted tax experts.
1. Submit Intake Form
Complete our secure online intake form and upload your tax documents.
2. Document Review & Verification
We verify accuracy, compliance, and review your income and dependents, maximizing credits and deductions.
3. Customized Tax Strategy
We build a strategy tailored to your financial situation to maximize refunds or maximize liability.
4. Return Preparation
Your return is prepared with full due diligence and compliance checks.
5. Client Review
You receive your tax summary to review, ask questions, and approve.
6. Final Approval & E-Filing
Once approved, your return is submitted electronically.
7. Refund Support & Year-Round Service or Question
We track refund updates, IRS requests, and offer support all year long.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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