Services / Tax Preparation
Tax Preparation Done Right the First Time
Helping individuals, families, and business owners file accurate, compliant returns while getting every credit and deduction they qualify for.
Who We Serve
Individuals, Families & Business Owners
Individual Tax Preparation
Business & Self-Employed Returns
Gig Workers (Uber, Lyft, DoorDash, etc.)
Education & Student Credits
Dependents & Credits Review
Virtual Tax Filing
Checklist
What to Bring
- Valid ID(s)
- Social Security Cards
- W-2s
- 1099s
- Self-Employment Income
- 1098-T For Tuition
- Childcare Provider Info
- Last Year's Return
Our Process
Three Simple Steps
- 01
Complete Engagement Forms
Open → - 02
My Tax Office App — Coming Soon
Contact Us → - 03
Answer Client Intake Questions
Open →
Refund Advance
Eligible clients may qualify for a Refund Advance up to $7,000, no credit check required. Approval decisions in minutes once your return is prepared.