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Tax Preparation

Accurate, timely federal & state tax prep for individuals and businesses.

New customers save $25 with a business card.

Who it's for

Individuals, freelancers, sole proprietors, and small business owners who want their returns done right the first time.

What's included

  • Federal & state return preparation
  • Self-employment & rental income
  • Deductions & credit maximization
  • Prior-year & amended returns
  • IRS notice response support

What to prepare

  • Government-issued photo ID
  • Prior-year tax return
  • All income documents (W-2, 1099, etc.)
  • Any IRS or state notices received
  • Self-employment expense summary or QBO access

How the process works

  1. 1Complete the Tax Prep intake
  2. 2Upload your documents securely
  3. 3We review & prepare your return
  4. 4You approve, we e-file

Frequently asked questions

Ready for Tax Preparation?

Start your intake now or book a time that works for you.

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