Services

Tax Preparation

Tax season is easier when your documents are organized and someone explains what comes next. We prepare individual and small business returns and walk you through the process from start to finish.

Myriad Financial ServicesTax Preparation

What is included

  • Individual tax return preparation
  • Small business tax preparation
  • Assistance organizing tax documents
  • Tax filing guidance
  • ITIN application and renewal assistance
  • Assistance understanding IRS correspondence

How we work together

  1. 01

    Gather and organize

    We help you put your documents in order and note anything that may be missing.

  2. 02

    Review together

    We go over your information with you and answer your questions before anything is filed.

  3. 03

    File and follow up

    We explain what to expect after filing, including next steps for IRS correspondence.

We do not guarantee refunds or tax savings. The amount of any refund depends on your individual circumstances.

Ready to get organized?

Tell us what you need and we will follow up with next steps and an appointment time that works for you.

Request an Appointment