Free Yourself from the Stress of the Ordinary Tax Season
Let Us Handle the Details - Schedule Your Tax Prep Call Now!Laying the Foundation for Financial Wellness: Our Services
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Accurate Tax Preparation
Ensure precise and efficient tax return preparation tailored to your unique needs. Let us handle the details so you can focus on what you do best.
Financial Guidance
Receive personalized advice on tax strategies, deductions, and credits designed to help you maximize your financial benefits and grow your business with confidence.
Budgeting Assistance
Provide support and accountability in creating effective budgeting plans and tools to help clients manage their business finances throughout the year and pay their business taxes on time, eliminating penalties and late fees.
Recordkeeping Systems
Develop recordkeeping systems for clients to efficiently document their income and expenses, ensuring organized financial records for tax time and providing a solid foundation for year-round financial management.
Specialized Tax Preparation Services
Birth Workers
Midwives
Prenatal & Postpartum Coaches
Mental Health & Wellness Professionals
– James R. White, Director of Tax Issues
What to Expect
- Transparency, Integrity, and Clear Communication
- Expert Team with Over 20 Years of Experience
- Attention to Detail and Personalized Old-School Customer Service
What You Get
- SmartWiz Automated Software with Easy Client Intake
- IRS Approved and Secure Tax Professional Software
- Black-Owned and Google-Backed
- Innovation, Venture Atlanta’s Pitch Competition Winner, SmartWiz
Tax Prep FAQS
How much do you charge for tax preparation?
Our fees are based on the forms necessary to file your return. Click here to read Tax Prep Fees.
Are your services in-person?
No, for faster service and convenience our tax preparation services are virtual and location independent.
What documents do I need to gather before meeting with you?
If you’re ready to get started click here to create your secure account and be guided step-by-step.
How can I maximize deductions for my small business or entrepreneurial venture?
Keep thorough records of business expenses, including receipts, invoices, and mileage logs. Leverage deductions available for business-related costs.
What records should I keep for my home office deduction, and how does it work?
Keep records of home-related expenses like mortgage interest, utilities, and property taxes. Maintain a dedicated space for your home office and track related expenses.
What tax credits are available for parents or caregivers, and how do I qualify for them?
Explore tax credits like the Earned Income Credit, Education Credits, Child Tax Credit, and Child and Dependent Care Credit. Ensure you have records of childcare expenses and dependent information.
What steps can I take to organize my finances throughout the year for smoother tax preparation?
We can help develop a customized documentation system that includes bookkeeping and a well-organized e-filing system for all relevant documents.
Are there any specific tax considerations for freelancers, gig workers, or individuals with multiple income sources?
Freelancers and gig workers should keep detailed records of income and business expenses. Consider making quarterly estimated tax payments to avoid surprises.
How do changes in my personal life, such as getting married, having a child, or buying a home, impact my taxes?
Inform your tax preparer about life changes. Getting married, having a child, or buying a home can affect your filing status, deductions, and credits. Keep records of these significant life events.
Do you provide tax preparation services in all 50 States, U.S. Virgin Islands and Puerto Rico?
Currently we do not provide tax preparation services for residents who need to file state tax returns for California, Maryland, and Oregon. If you are a bona fide resident of the U.S. Virgin Islands and the United States, we can file your 1040, but not your U.S.V.I. tax return. If you are a bona fide resident of Puerto Rico and the United States, we can file your 1040, but not your Puerto Rico tax return.
How quickly can I expect my tax return to be prepared?
Typically, the process of entering, verifying, submitting your tax data, and e-filing takes an average of 3 – 5 business days.
Do you offer discounts for referrals?
We appreciate referrals! Receive a $20 gift card as a sign of gratitude once your referral’s tax return is refunded. Ensure your referral drops your name when they contact us.
What’s the best way to contact you?
Email is the fastest form of contact. If you need to speak to us by phone, an appointment must be scheduled. Click here to schedule an appointment.Please note that during tax season, our response time for phone calls will be delayed.
About Us
As a small business that understands the challenges of financial management, we’re passionate about helping others succeed. Affectionately known as The Tax Doula, our mission is to simplify financial processes, equip our clients with the knowledge to make informed decisions, and help them achieve their financial goals with confidence and ease. We provide personalized guidance, budgeting assistance, support with record-keeping systems, and tax preparation services that align your financial wellness with your personal and business goals.
Why Choose Us
When you work with us, you unlock access to a broad professional network that extends beyond tax solutions. Whether you need financial planning, audits, or specialized consulting, we connect you to trusted professionals who can support your unique needs. Tap into our comprehensive network today and experience the benefits of holistic financial and business support.
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