Services
One board. Every office. All year.
The service board
- 01
Tax Season Returns
Individual, family and self-employed returns, January through April. Nothing is filed until you have reviewed it and said yes.
For: Anyone who wants their return done right by a person who explains it.
Start online - 02
Prior-Year Tax Cleanup
We help you file the years you missed and correct returns that went out wrong, so you start the new season clean.
For: People with unfiled years or a return that needs an amendment.
Book a time - 03
Bookkeeping — Cleanup & Monthly
We bring a messy year of records into order, then keep your books up to date month by month, so tax time is not a scramble.
For: Small businesses and owners who are behind on their books.
Find your office - 04
The Self-Employed Money Desk
We organize your income and expenses, help you set up estimated payments, and get you ready for filing season.
For: Drivers, barbers, stylists, contractors, creators and freelancers.
Find your office - 05
Business Setup Packages
Help forming your LLC, getting your EIN, opening a business bank account and setting up your books — handled together.
For: New business owners and anyone ready to make a side business official.
Find your office - 06
Payroll Coordination
We set you up with a payroll service, coordinate it with your books and taxes, and stay your tax office through the year.
For: Businesses with employees.
Find your office - 07
1099 & W-2 Filing
We prepare and file the 1099s and W-2s your business owes your workers and contractors, due every January 31.
For: Any business that paid employees or contractors this year.
Find your office - 08
Business Accounts & Partners
Your business return, your books, your payroll and your team’s returns, all with one office that knows your business.
For: Barbershops, salons, contractors, trucking companies and local shops.
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Document & Compliance Services
We organize your receipts, set up clean business records and keep track of the filing reminders that are easy to miss.
For: Business owners who would rather run the business than chase paperwork.
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Early Client Booking
Sign up before the season, finish your intake early, and come in ready to file the day the season opens.
For: Anyone who wants to be first in line for the 2027 season.
Book a time - 11
AI Receptionist Sales
An AI receptionist answers your business line day and night, takes messages and helps customers book, so missed calls stop costing you work.
For: Local businesses that miss calls while they are busy with customers.
Find your office - 12
The Annual Business Care Plan
Bookkeeping, year-end organization, your business tax return and regular check-ins, together in one monthly plan.
For: Business owners who want one office looking after their numbers all year.
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Tax preparation, in detail
What to bring, how it works, and what no one can promise you.
Individual tax preparation
W-2 income, dependents, credits, and everyday returns — prepared with you by a trained professional.
Learn moreSelf-employed and 1099
Rideshare, delivery, freelance, and contract income, with the expense records organised properly.
Learn moreSmall-business tax preparation
Support for sole proprietors and small businesses, from year-end records to filing.
Learn morePrior-year and amended returns
Catch up on an unfiled year or correct a return you already filed.
Learn moreMulti-state filing support
For people who lived or earned income in more than one state during the year.
Learn moreMobile tax service
Where enabled, a trained representative can come to you — usually within about five miles of the office.
Offered at selected offices only
Learn moreRemote and digital filing
Work with a tax professional by video or phone, with documents shared through the secure filing system.
Learn moreDocument and notary services
Offered only at offices where these services are legally and locally enabled.
Offered at selected offices only
Learn moreTax education and support
Plain-language help understanding your return, notices, and how to prepare for next year.
Learn more
