Clients may request a copy of a previously prepared tax return for personal records, loan applications, housing verification, student aid, or other of...
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Where Strategy Replaces Guesswork.For Serious Business Owners Ready to Save More & Stress LessLLCs • S-Corps • Single-Member LLCs • Service ...
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This service is designed exclusively for W-2 wage earners. The base service includes up to three (3) W-2 forms, a spouse (if applicable), and up to th...
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If you owe back taxes, have IRS notices, or haven’t filed in years, this consultation is for you. In this session, we’ll review your situation, ou...
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Small Business Tax PreparationOur Small Business Tax Preparation service is designed to ensure your business taxes are filed accurately, on time, and ...
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Take control of your taxes with a personalized Tax Strategy Session. We’ll review all your income sources (W-2, Social Security, retirement, RMDs, a...
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consultation on bookkeeping services, Tax SmarterMo, your time is valuable—and so is ours.If you miss two (2) scheduled appointments without prior n...
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Thinking about launching your own tax office or upgrading your current software setup?Let’s talk strategy, software, and SUCCESS.This 1-on-1 consult...
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Book a free 15-minute meeting with me for Tax prep, credit repair, or bookkeeping. At Tax SmarterMo, your time is valuable—and so is ours.If you mis...
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This onboarding consultation will walk you through setting up your software system. What We’ll Cover: Complete walkthrough of your software dashboa...
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Amended 1040 Tax Return Service – Basic PackageIncludes Form 1040-X and up to 3 supporting schedules/formsThis service is designed for clients needi...
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990-N E-Postcard Filing (For Nonprofits under $50K)Deadline: May 15thIs your nonprofit required to file the 990-N (e-Postcard)?If your organization ma...
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Our Premium Consultation provides a comprehensive, in-depth analysis tailored to your financial or business needs. This consultation is ideal for indi...
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Our Basic Consultation is designed to provide a quick, focused overview of your current tax or bookkeeping situation. Whether you’re an individual o...
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