Tax Preparation Services
File With Confidence. File It Right.
At Tax Savvy Financial Services, we prepare accurate, compliant tax returns—no shortcuts, no guesswork. Whether you’re W-2, self-employed, or claiming dependents, we make sure your return is done the right way.
WHAT WE PREPARE
OUR PROCESS – SIMPLE & SECURE
OUR PROCESS – SIMPLE & SECURE
- Individual Returns (W-2, 1099)
- Self-Employed / Schedule C
- Head of Household & Dependents
- Credits (CTC, EITC—when eligible)
- Prior-Year Returns
- Amended Returns
- Audit-Risk Reviews
OUR PROCESS – SIMPLE & SECURE
OUR PROCESS – SIMPLE & SECURE
OUR PROCESS – SIMPLE & SECURE
- Complete Client Intake
- Sign Letter of Engagement
- Upload Documents
- Review & Due Diligence
- E-File & Confirmation
No signed engagement = no filing.
SELF-EMPLOYED CLIENTS
OUR PROCESS – SIMPLE & SECURE
SELF-EMPLOYED CLIENTS
If you’re self-employed, we require:
- Completed Schedule C Income & Expense Packet
- Proof of income/expenses (bank statements, receipts, summaries)
- Signed affidavit (typed signature accepted)
WHAT TO BRING
• Government ID
• Social Security cards (you & dependents)
• Income documents (W-2s, 1099s)
• Prior-year return (if available)
• Self-employed proof (if applicable)
Ready to Get Started?
- [Start Your Intake]
[Upload Documents]
[Schedule an Appointment]
Choose How You Want to File
At Tax Savvy Financial Services, we offer two convenient ways to file your taxes. Select the option that works best for you
VIRTUAL TAX PREPARATION
IN-PERSON TAX PREPARATION
IN-PERSON TAX PREPARATION
File from anywhere. No office visit required.
- Secure online intake
- Upload documents digitally
- E-sign forms
- Phone/text/email support
- Ideal for busy schedules & out-of-state clients.
IN-PERSON TAX PREPARATION
IN-PERSON TAX PREPARATION
IN-PERSON TAX PREPARATION
Sit down with a tax professional face-to-face.
- Office appointment
- Document review on site
- Hands-on assistance
- Same compliance process
Virtual and in-person services follow the same compliance and documentation requirements. Filing method does not change eligibility or refund amounts.
All returns are prepared based on information provided by the client. Clients are responsible for accuracy. Credits and filing status are determined by eligibility and documentation—not estimates.
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