Home / Tax Preparation
Personal & Business Returns
Filed right. Filed on time. Filed with a plan.
Anyone can put numbers in boxes. We prepare your return the way it should be prepared — every credit checked, every deduction supported, and every decision explained to you in plain English before we file.
Who We File For
Whatever your paperwork looks like.
Most of our clients don't fit one neat category — a W-2 job plus a side business, a rental, a spouse who drives for an app. That's the normal we work in every day.
Individual
W-2 & Family Returns
Standard and itemized returns with every credit reviewed — Earned Income, Child Tax Credit, education credits, and dependent care.
Start My ReturnSelf-Employed
1099 & Schedule C
Contractors, drivers, stylists, and side businesses. Mileage, home office, supplies, and equipment handled with the records to back them up.
Complete the WorksheetBusiness
LLC, S-Corp & Partnership
Entity returns prepared with next year in mind — reasonable compensation, owner draws, and the structure questions that change your tax bill.
Book a Business ConsultMulti-State
Moved or Worked Away
Part-year and non-resident filings for anyone who crossed a state line for work — including remote employees and travel contracts.
Ask About My SituationRefund Options
Refund Advances
Bank product options are available through our partners so qualifying clients can access funds sooner and pay preparation fees from the refund.
See If I QualifyCatch-Up
Prior-Year Returns
Missed a year, or three? We file back returns in the right order and tell you exactly where you stand before anything gets sent.
See IRS ReliefWhat To Bring
Come prepared, leave finished.
Gather what applies to you before your appointment. If something's missing, bring what you have — we'll tell you how to get the rest.
- Photo ID for you and your spousePlus Social Security cards or ITIN letters for everyone on the return.
- All income documentsW-2s, 1099-NEC, 1099-K, 1099-INT, 1099-R, SSA-1099, and K-1s.
- Business income and expense totalsBank statements, apps, or a spreadsheet — whatever you actually keep.
- Deduction recordsMortgage interest, property tax, tuition (1098-T), childcare provider details, and charitable giving.
- Health coverage formsForm 1095-A if anyone was covered through the Marketplace.
- Bank routing and account numbersFor direct deposit of your refund.
- Last year's returnEspecially if this is your first year with us.
Before you file
Due diligence
worksheet
If you itemize deductions or run a business, the IRS expects your preparer to ask questions and keep records. Our worksheet collects those answers in one pass, so your appointment is a conversation instead of an interrogation.
- Schedule A
- Included
- Schedule C
- Included
- Time needed
- 15–20 min
Common Questions
Straight answers.
How much does tax preparation cost?
Pricing depends on the forms your situation actually requires — a single W-2 return is not the same job as a return with a business, a rental, and two states. You'll get the price before we start work, not after. Qualifying clients can have preparation fees taken from their refund.
Do I have to come into the office?
No. We work with clients in person at our Memphis office and remotely across the Mid-South. Remote clients complete the same intake, send documents securely, and review the return with us before anything is e-filed.
How long does my refund take?
The IRS issues most refunds within 21 days of accepting an e-filed return with direct deposit. Returns claiming the Earned Income Credit or Additional Child Tax Credit are held by law until mid-February. Refund advance products, where you qualify, can make funds available sooner.
What if I get a letter after you file?
Send it to us. Reviewing IRS correspondence for returns we prepared is part of the relationship, not a separate engagement. If the letter turns into a larger resolution matter, we'll tell you plainly what that involves before doing anything.
Can you file for prior years?
Yes, and we'd rather you file them than avoid them. Unfiled years are the first thing the IRS wants handled, and getting current is what opens up payment plans and penalty relief.
Books + Taxes bundle. Clients on a monthly bookkeeping package come into filing season with the year already reconciled — no shoebox, no scramble, and a bundled rate for both.
See Bookkeeping