Expert Tax Preparation Services
Professional tax services tailored to your needs.
Schedule your Tax consultation Today!
Book a FREE virtual tax consultation to get your questions answered in real time—then send in your tax documents whenever you're ready!
Ready to File? We’ve Made It Easy- get started today!
✅ Step 1: Get Started
📩 Step 2: Secure Your Portal Access
📩 Step 2: Secure Your Portal Access
Click the button below to fill out the Client Intake Form and kick off the tax prep process. Before you start, check out our Tax Prep Checklist to make sure you have everything you need!
📩 Step 2: Secure Your Portal Access
📩 Step 2: Secure Your Portal Access
📩 Step 2: Secure Your Portal Access
Once you submit your intake form, you'll receive an email and text invitation to our secure customer portal. Here, you can safely upload documents, send messages to your preparer, and digitally sign your return—all in one place, with year-round access!
📝 Step 3: Review & Sign
We’ll notify you by text and email once your tax return is ready for review. Carefully go through each page, ask any questions you may have, and sign when you're ready. Once submitted, we’ll send you a confirmation email as soon as the IRS accepts your return.
Tax Prep Checklist
To best prepare for a consultation, use the Tax Prep Checklist. This is helpful to best prepare an accurate return and avoid any amendments.
We care about our clients!
Work with a tax professional that delivers excellence!
Work with a tax professional that delivers excellence!
Work with a tax professional that delivers excellence!
At Tax & Tally, we've partnered with Better Tax Pros, a leader in the tax software industry. Our clients are confident in the accuracy of their prepared returns. We have in-house auditors review every return to help avoid any possible issues or audits.
Get every deduction and credit you deserve!
Work with a tax professional that delivers excellence!
Work with a tax professional that delivers excellence!
Tax & Tally is dedicated to providing our clients with accurate and efficient tax services. We strive to help individuals and businesses achieve their financial goals by minimizing their tax liability while maximizing all available deductions and credits.
Let us get to know you and your unique situation to get you the biggest refund!
Fast refunds!
Work with a tax professional that delivers excellence!
Fast refunds!
We have options! Our clients can apply for a cash advance up to $7,000 with no upfront costs! Receive your refund via check, direct deposit or a debit card. We can get you the money you need quickly!
Free Perks!
Work with a tax professional that delivers excellence!
Fast refunds!
We know tax season can be stressful! To celebrate the completion of your return, enjoy a free vacation* with or without the kids! (*taxes & fees not included)
The biggest compliment we can receive is a referral! As a "Thank You", we offer a referral program!