Affiliated & Partnered With
Why Choose Us
Put tax season worries behind you! Our expert professionals make filing easy, secure, and efficient, so you can focus on what matters most.
Accurate and compliant tax preparation
Reliable service ensuring full compliance with tax laws today
Quick processing delivering accurate returns without delay
Fast turnaround times
Dedicated support available every season to guide you
Year-round support
Virtual and in-office services
Flexible options for virtual or office appointments
Who we Serve
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Individuals filing W-2, 1099, or multiple income sources
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Families looking to maximize refunds
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Self-employed Individuals and Gig workers
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Rental Property Owners
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Small Business Owners
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S Corporations and Entrepreneurs
For In-Office Clients
Personalized Support, Face-to-Face
1.
Schedule Your Appointment
Call our office or book online to schedule a convenient time to meet with us.
2.
Bring Your Documents
Bring all required documents including W-2s, 1099s, identification, and any additional income or
expense records.
In-Person Review
3.
We will review your information with you, ask any necessary questions, and begin preparing
your return.
4.
Return Preparation
Your return may be completed during your visit or shortly after, depending on complexity.
5.
Review & Sign
You will review your completed return and sign electronically or in-office.
6.
Filing & Confirmation
Once signed, your return will be submitted and you will receive confirmation.
For Virtual Clients
Simple. Secure. Done From Anywhere
1.
Create Your Secure Client Portal
Click “Get Started” on our website and create your secure account. This portal will be used for
all communication and document uploads.
2.
Upload Your Documents
Upload your tax documents, identification, and any required forms directly into your portal.
Complete your intake questionnaire so we understand your tax situation.
We Prepare Your Return
3.
Our team will review your documents, prepare your return accurately, and ensure all eligible
credits and deductions are applied.
Review & Sign Electronically
Once your return is complete, you will receive a notification to review your return and sign
electronically through the portal.
4.
5.
Filing & Next Steps
After signing, your return will be submitted. You will receive confirmation once it has been
accepted along with updates on your refund or balance due.
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Reviews from Verified Clients
Contact Us
Reach out to Elite Pro-Tax & Financial Services to discuss your tax and financial needs today.