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Every year, millions of taxpayers overpay their income taxes—and we’re not talking about pocket change. You could be missing out on hundreds or even thousands of dollars.
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WE PREPARE A WIDE RANGE OF TAXES

Services

Tax Preparation

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Business Tax Preparation

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Tax Planning

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Tax Resolution Services

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Tax Consulting

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Estate and Inheritance Tax Planning

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Tax Compliance Services

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Bookkeeping and Accounting

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File your taxes the smart way!

Your satisfaction, guaranteed

Maximum Refund

Maximizing your tax refund ensures that you retain more of your hard-earned money, leveraging available deductions and credits to optimize your financial outcome.

100% Accuracy

The importance of being 100% accurate in tax preparation lies in ensuring legal compliance, avoiding penalties, and providing clients with a trustworthy financial foundation for their peace of mind.

Analytics

Utilizing analytics in tax preparation enhances decision-making by extracting valuable insights from financial data, fostering precision, and optimizing strategies for a comprehensive and informed approach

Custom Software

The benefits of using custom software in tax return preparation include increased efficiency, tailored solutions to specific tax complexities, and enhanced accuracy, ensuring a streamlined and error-free process for both tax professionals and clients

Business Owner

Proficiently preparing business tax returns for all business structures requires a comprehensive understanding of diverse tax codes, tailored strategies for each entity type, and meticulous attention to detail to ensure compliance and optimize financial outcomes.

E-File

The e-file process streamlines tax preparation for our clients, providing a secure and efficient electronic filing platform that ensures faster processing, reduced errors, and quicker access to refunds.

Pricing

W-2 service starts

$500

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Star ratings are from 2023

100% accurate calculations, guaranteed

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Start in minutes by adding your tax docs - it’s as easy as snapping a photo

10-99 service starts

$700

whats included

schedule a consultation

Star ratings are from 2023

100% accurate calculations, guaranteed

Join our customer first family

Start in minutes by adding your tax docs - it’s as easy as snapping a photo

Business tax starts

$1000

whats included

schedule a consultation

Star ratings are from 2023

100% accurate calculations, guaranteed

Join our customer first family

Start in minutes by adding your tax docs - it’s as easy as snapping a photo

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Testimonials

What are our most loyal customers saying?

I have been doing my taxes with this company for the past two years and what I like the most is I can file my taxes and not have to think about it after. And if I have a question I can always talk to someone or even send a text and get a response.
Noel Johnson
Noel JohnsonCustomer Service Rep
The first time I spoke Coleen I was surprised just how knowlegabe she was. The reason I keep going back is because of the competence. These guys have been doing taxes for years, its not a seasonal job like a lot of other companies.
Rachel Peterson
Rachel PetersonSchool Teacher
My taxes can be a bit complicated and I have worked with a lot of tax professionals in the past but these guys know there stuff. I learned in my first experience that I was overpaying almost every year and none of my tax guys in the past caught on that. If you like to work with people that know their stuff, this is the company to go with.
Sam Fields
Sam FieldsOil and Gas Industry
Super professional, knowlegable team. I have learned so much about taxes over the time I have worked with these guys. The biggest game changer for me was tax planning and I owe it to this company for getting me to where I need to be.
Lisa Harvey
Lisa HarveySmall Business Owner
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LETS CONNECT

CALL US

346-224-4188

EMAIL DIRECT

efilegenius@gmail.com.

LETS CONNECT

Fort Lauderdale, Fl
Houston, Tx

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Gather Information:

Collect all relevant information from the taxpayer, including their W-2 form(s) and any other income-related documents.

Verify W-2 Information:

Review the W-2 forms for accuracy, ensuring that the information on the forms matches the taxpayer’s records. Key elements include wages, withholding amounts, and other pertinent details.

Determine Filing Status:

Confirm the taxpayer’s filing status, which can impact the tax rates and deductions applicable to their return.

Calculate Income:

Calculate the taxpayer’s total income by considering not only wages reported on the W-2 but also any additional income sources they may have.

Deductible Expenses:

Identify and deduct any eligible expenses, such as student loan interest, mortgage interest, or other deductions applicable to the taxpayer’s situation.

Tax Credits:

Determine if the taxpayer qualifies for any tax credits, such as the Child Tax Credit, Earned Income Tax Credit, or other credits that may reduce their overall tax liability.

Complete Tax Forms:

Use the gathered information to complete the appropriate tax forms. For a W-2 tax return, this typically involves filling out Form 1040 or other related forms, depending on the complexity of the taxpayer’s financial situation.

Review and Accuracy Check:

Conduct a thorough review of the completed tax return to ensure accuracy and compliance with tax laws. Check for errors, missing information, and any potential red flags.

Explain Results to the Taxpayer:

Communicate the results of the tax return to the taxpayer, explaining any refund due or tax liability. Address any questions or concerns the taxpayer may have.

File the Return:

Electronically file the tax return with the appropriate tax authorities or provide the taxpayer with a paper return for mailing, depending on their preference.

 

Gather Information:

Collect all relevant information from the taxpayer, including the various 1099 forms they may have received. Common types include:

1099-MISC for miscellaneous income.

1099-INT for interest income.

1099-DIV for dividends.

1099-G for certain government payments.

1099-R for distributions from retirement accounts.

Other specific 1099 forms based on the taxpayer’s financial activities.

Verify Information:

Review each 1099 form for accuracy, ensuring that the information on the forms matches the taxpayer’s records. This includes verifying amounts, payer details, and other pertinent information.

Classify Income:

Classify each type of income reported on the 1099 forms, as different types of income may be subject to different tax treatment and reporting requirements.

Calculate Total Income:

Calculate the total income by summing up the amounts reported on all applicable 1099 forms.

Deductible Expenses:

Identify and deduct any eligible expenses related to the reported income, which may reduce the taxable amount.

 

Tax Credits:

Determine if the taxpayer qualifies for any tax credits that can be applied to reduce their overall tax liability.

Complete Tax Forms:

Use the gathered information to complete the appropriate tax forms. This may include Form 1040 or other related forms, depending on the complexity of the taxpayer’s financial situation.

Review and Accuracy Check:

Conduct a thorough review of the completed tax return to ensure accuracy and compliance with tax laws. Check for errors, missing information, and any potential red flags.

Explain Results to the Taxpayer:

Communicate the results of the tax return to the taxpayer, explaining any tax liability or refund due. Address any questions or concerns the taxpayer may have.

File the Return:

Electronically file the tax return with the appropriate tax authorities or provide the taxpayer with a paper return for mailing, depending on their preference.

Recordkeeping:

Advise the taxpayer to keep a copy of their tax return and all supporting documents for a specified period, typically three to seven years, in case of future audits or inquiries.

Provide Tax Planning Advice:

Offer guidance on tax planning strategies for the upcoming year, helping the taxpayer make informed decisions to optimize their tax situation.

Gather Financial Information:

Collect all relevant financial documents and records, including income statements, balance sheets, cash flow statements, and any supporting documentation for deductions or credits.

Verify Accuracy of Financial Statements:

Review financial statements to ensure accuracy and consistency with the business’s accounting records.

Categorize and Classify Transactions:

Categorize and classify financial transactions appropriately, distinguishing between different types of income, expenses, and assets.

Deductible Expenses:

Identify and maximize deductible business expenses, including costs related to operations, employee wages, benefits, rent, utilities, and other business-related expenditures.

Depreciation and Amortization:

Calculate and apply depreciation and amortization for business assets, ensuring compliance with tax laws and maximizing allowable deductions.

Employee Benefits and Payroll Taxes:

Account for employee benefits and payroll taxes, including contributions to retirement plans, health insurance, and other fringe benefits.

Tax Credits:

Determine eligibility for any business tax credits that can help reduce the overall tax liability, such as research and development credits or energy efficiency credits.

Consider Special Deductions:

Explore special deductions or incentives specific to the industry or circumstances of the business.

Complete Relevant Tax Forms:

Use the gathered information to complete the appropriate business tax forms, such as Form 1120 for C corporations, Form 1120S for S corporations, or other relevant forms based on the business structure.

Review for Compliance:

Ensure compliance with current tax laws and regulations, considering any recent changes that may affect the business.

Tax Planning for the Future:

Offer advice on tax planning strategies for the upcoming year, identifying opportunities to minimize tax liability and maximize tax efficiency.

Provide Financial Statements:

Generate financial statements and reports required for tax filing, including the balance sheet and income statement.

File the Business Tax Return:

Electronically file the business tax return with the appropriate tax authorities or provide the business owner with a paper return for mailing, depending on the filing requirements.

Recordkeeping:

Advise the business owner to maintain detailed records and supporting documentation for the tax return for a specified period, typically several years, in case of audits or inquiries.

Communication with the Business Owner:

Communicate the results of the tax return to the business owner, explaining any tax liabilities, deductions, or credits. Address any questions or concerns the business owner may have.