Services

Tax help for wherever life has you.

Every service starts the same way: we listen first. Then we explain what you need, what happens next, and why it matters. Not sure which one fits? That’s fine — just reach out and we’ll figure it out together.

Individual & family tax returns

For W-2 employees, single filers, heads of household, parents, and students. Simple or not-so-simple, we prepare it carefully and walk you through it.

Good for:

  • Working moms & dads
  • W-2 employees
  • Single & head-of-household filers
  • Students

What we take care of

  • Federal and Alabama state returns
  • Child Tax Credit, Earned Income Credit, and childcare credits when you qualify
  • Head-of-household and dependent questions answered clearly
  • Education credits for students and adult learners
  • Reviewing last year’s return for anything that was missed

Gig worker & 1099 returns

Uber, Lyft, DoorDash, Instacart, Amazon Flex, freelance, and side hustles of every kind. If you got a 1099 (or should have), this is for you.

Good for:

  • Rideshare & delivery drivers
  • Freelancers
  • Anyone with a side hustle

What we take care of

  • Sorting out 1099-NEC and 1099-K forms
  • Mileage and vehicle expenses done the right way
  • Phone, supplies, and other expenses you can actually claim
  • Self-employment tax explained in plain English
  • A simple record-keeping plan so next year is easier

Small business (Schedule C) returns

For sole proprietors, home-based businesses, and single-member LLCs. You built something — let’s make sure the tax side is clean and clear.

Good for:

  • Sole proprietors
  • Single-member LLCs
  • New business owners
  • Home-based businesses

What we take care of

  • Schedule C preparation with your books organized first
  • Home office, equipment, and startup cost deductions when they apply
  • Quarterly estimated payment guidance so April isn’t a surprise
  • Help understanding what records to keep and why
  • Answers about when it makes sense to change your business structure

Prior-year & catch-up filing

Missed a year? Or several? You are not the only one, and you are not in trouble for asking. Getting current is almost always easier than people fear, and it usually feels like a weight lifted.

Good for:

  • Anyone who’s behind
  • People who received an IRS letter
  • Fresh starts of every kind

What we take care of

  • Figuring out exactly which years need to be filed
  • Requesting your IRS wage and income records so nothing is missing
  • Preparing each year carefully, one at a time
  • Explaining any balance due and the payment options available
  • A clear plan so you stay current from here on

First-time filers

Never filed before? Welcome. We’ll explain what filing is, what you need, and what to expect — and we’ll never make you feel like you should have already known.

Good for:

  • Students
  • Young adults
  • New to the U.S. tax system
  • Anyone starting fresh

What we take care of

  • A plain-English walkthrough of the whole process
  • A short checklist of exactly what to bring
  • Setting up your account and records for future years
  • Answers to every question, including the ones you think are silly (they aren’t)

Questions & life-change planning

New job, new baby, divorce, moving, going back to school, starting a business. Big changes come with tax questions, and it is much better to ask before the year ends than after.

Good for:

  • Anyone in a season of change

What we take care of

  • What a life change means for your filing status and credits
  • Adjusting your W-4 so your paycheck and refund make sense
  • What to save and track when you start a business or side hustle
  • A calm, honest conversation about your options
Take the next step

Not sure where you fit? That’s okay.

Tell us what’s going on and we will point you in the right direction. No commitment, no judgment.

Book an Appointment Portal