Personal Tax Preparation

Expert tax preparation that maximizes your refund. We find deductions DIY software misses.

Are You Leaving Money on the Table?

DIY tax software often misses deductions that professionals catch. Confused by changing tax laws? Worried about making mistakes? You're not alone — and you don't have to do it yourself.

Our Solution

We take the stress out of tax season. Our experts dig deep to find every deduction and credit you qualify for — often uncovering savings that more than pay for our services.

Deductions Others Miss

Our experts know where to look for savings

Home Office

If you work from home, you may qualify for significant deductions.

Education Credits

American Opportunity, Lifetime Learning, and student loan interest.

Medical Expenses

Deductible medical costs that exceed 7.5% of your income.

Investment Losses

Offset capital gains and up to $3,000 of ordinary income.

How It Works

Simple 4-step process to get your taxes done

1

Gather Documents

W-2s, 1099s, receipts for deductions, and ID documents.

2

Upload Securely

Use our encrypted portal or bring documents in person.

3

Expert Review

We prepare your return and find every deduction you qualify for.

4

Approve & File

Review together, approve, and we e-file immediately.

What's Included

Audit protection on returns we prepare
Year-round access to your tax professional
Electronic filing with faster refunds
Maximum refund guarantee

Ready to Maximize Your Refund?

Schedule your free consultation. We'll review your situation and give you a clear quote — no obligation.