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Tax Preparation Services by Tax Savvy Financial Services
Tax Preparation Services by Tax Savvy Financial Services
Tax Preparation Services by Tax Savvy Financial Services
Tax Preparation Services by Tax Savvy Financial Services
Tax Preparation Services by Tax Savvy Financial Services
Tax Preparation Services by Tax Savvy Financial Services
Tax Preparation Services
WHAT WE PREPARE
SELF-EMPLOYED CLIENTS
WHAT WE PREPARE
- Individual Tax Returns (W-2 & 1099)
- Self-Employed Tax Filing (Schedule C)
- Head of Household Filing Assistance
- Dependent & Child Tax Credit Review
- Earned Income Tax Credit (EITC) Eligibility
- Prior-Year Tax Returns
- Amended Tax Returns
- Audit-Risk Review & Compliance Checks
- Virtual Tax Filing Services
- Secure & Convenient Online Tax Support
OUR PROCESS
SELF-EMPLOYED CLIENTS
WHAT WE PREPARE
- Complete Client Intake Form
- Sign Tax Preparation Engagement Letter
- Upload Tax Documents Securely
- Review & Due Diligence Process
- E-File Submission & Confirmation
- No Signed Engagement = No Tax Filing
SELF-EMPLOYED CLIENTS
SELF-EMPLOYED CLIENTS
SELF-EMPLOYED CLIENTS
- Complete Schedule C Income & Expense Packet
- Provide Proof of Income & Expenses
- Bank Statements
- Receipts
- Income & Expense Summaries
- Submit Signed Affidavit
- Typed Signatures Accepted
- Required for Self-Employed Tax Preparation & Virtual Tax Filing Services
What To Bring:
To prepare for your tax preparation, please gather the following documents: Government ID, Social Security cards for you and your dependents, income documents such as W-2s and 1099s, and your prior-year return if available. If you are self-employed, be sure to include proof for our self-employed tax services. Additionally, for those utilizing virtual tax filing, having these documents ready will streamline the process.
Ready to Get Started?
Start Your Intake
Upload Documents
Schedule an Appointment
Choose How You Want to File
At Tax Savvy Financial Services, we provide two convenient options for tax preparation, including our specialized self-employed tax services and virtual tax filing. Choose the option that suits your needs best.
VIRTUAL TAX PREPARATION
IN-PERSON TAX PREPARATION
IN-PERSON TAX PREPARATION
File from anywhere with our self-employed tax services. No office visit required for tax preparation.
Secure online intake allows you to upload documents digitally. E-sign forms for easy processing. Enjoy phone, text, and email support tailored for busy schedules and out-of-state clients, making virtual tax filing a breeze.
IN-PERSON TAX PREPARATION
IN-PERSON TAX PREPARATION
IN-PERSON TAX PREPARATION
Sit down with a tax professional for self-employed tax services face-to-face. Schedule an office appointment for a document review on site, where you can receive hands-on assistance with your tax preparation. We ensure the same compliance process whether you choose traditional in-person meetings or virtual tax filing.
Both virtual tax filing and in-person services adhere to the same compliance and documentation requirements. The method of filing, whether it be through self-employed tax services or traditional means, does not affect eligibility or refund amounts.
All tax preparation is based on the information provided by the client, who is responsible for its accuracy. Credits and filing status are determined by eligibility and documentation rather than estimates.
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