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Tax Preparation Services
Taxes don’t have to feel like a yearly pop quiz you didn’t study for. We help individuals and small business owners prepare and file accurately—while making it easier to capture the deductions and credits you’re eligible for.
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What This Service Is:
Our tax services are designed to make filing simpler, clearer, and more organized—whether you’re filing as an individual, self-employed, or running a small business. Services currently promoted include:
Tax preparation for personal & small business owners
Audit protection options
Support from an IRS AFSP Certified Tax Preparer
Streamlined digital tools like a Taxes To Go app and online submission forms to collect your information efficiently
How It Works
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1. Get Started (Fast)
Begin with a consultation or start digitally using the tools offered on the site, including the Taxes To Go app and online intake forms. You’ll answer a few key questions so we understand your situation—individual filing, self-employed income, small business activity, dependents, major life changes, and any special circumstances. This step sets the foundation so your tax return is prepared accurately from the start. (If you want me to cite the exact pages again, I can — but I’ll keep it clean unless you need it.)
2. Submit Documents
Next, you’ll gather and submit your tax documents—W-2s, 1099s, prior-year returns, ID info, and any deduction-related paperwork (like mortgage interest, child care expenses, education forms, charitable contributions, business expenses, etc.). Our process is designed to reduce back-and-forth by using checklists and structured intake forms so nothing gets missed. If something is incomplete or unclear, we’ll reach out with specific questions (no vague “we need more info” emails).
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3. Prepare, Review, File
Once we have what we need, we prepare your return and review it for accuracy and completeness. We’ll confirm key details with you—filing status, dependents, income sources, and any notable credits or deductions based on what you provided. Then we guide you through the final steps needed to file, including signatures/authorizations and what to expect next. If you choose add-ons like audit protection, we’ll explain what it covers and how it supports you after filing.
