Services
Four ways we help, start to finish.
Every service below is delivered virtually, by the same preparer, from your first question through IRS acceptance.
Professional Tax Preparation
We handle federal, state, local, school district, and RITA returns for individuals, families, sole proprietors, and small businesses in all 50 states. You upload your documents once through our secure intake form and we take it from there.
Every return is prepared by hand, not by a call-center script. We ask questions when something looks off, we look for credits you qualify for, and we walk you through the result before anything is transmitted to the IRS.
- Individual returns, including multi-state filers
- Schedule C and small business returns
- Prior year and amended returns
- Secure document upload and e-signature — no office visit
Refund Offset Assistance
A refund offset is unsettling, especially when you were counting on that money. We help you identify which agency claimed the refund, confirm whether the offset was applied correctly, and explain your options in plain language.
Where it applies, we help with injured spouse relief so the portion of the refund that belongs to you isn't used to pay someone else's debt.
- Offset notice review and explanation
- Injured spouse allocation support
- Guidance on disputing an incorrect offset
- Planning so future refunds aren't caught by surprise
Tax Planning & Strategy
Filing season is the scoreboard. Planning is the game. We look at your income, withholding, business structure, and upcoming life changes to build a plan you can actually follow.
For small business owners we cover estimated payments, entity considerations, retirement contributions, and record keeping that will stand up if the IRS ever asks.
- Withholding and estimated payment reviews
- Small business and self-employment strategy
- Life-change planning: marriage, a new baby, a new business, a home
- Quarterly check-ins for business clients
Tax ID Theft & Fraud Resolution
Tax identity theft usually shows up as a rejected e-file or a notice about a return you never filed. Time matters, and the paperwork is unforgiving. We walk with you through the entire process.
We help you file the identity theft affidavit, respond to IRS correspondence, obtain an Identity Protection PIN, and put protections in place for future filing seasons.
- Identity theft affidavit preparation (Form 14039)
- Responding to IRS letters and verification requests
- Identity Protection PIN setup
- Refiling and monitoring until your return is accepted
What it costs
Every return is different, so instead of a flat rate, we price based on the forms your return actually needs. You'll always know the cost before we file anything.
Start your return