Personal Tax Solutions, Personalized Attention
Confidence comes from knowing you’re supported from all sides. Beyond expert tax filing, we provide $1,000,000 Tax Audit Defense™ and Identity Theft Restoration via Protection Plus. Your financial information matters, and we’re here to ensure you are well-supported no matter what comes your way. We offer personalized online tax services to alleviate your tax-related stress. Our expert team provides guidance for complex issues like back taxes and IRS audits, ensuring transparency and proactive support for a hassle-free resolution. Gain financial peace of mind with our assistance. Additionally, we provide tax planning and advisory services for individuals and growing businesses, helping you optimize your tax position. We go beyond simple tax preparation by collaborating with you to strategically plan for a stronger financial future. Experience tailored solutions and expert support with AccuFirm. Fill out the new client intake tax form or download our client tax forms before your appointment with us.
→ Client Tax Organizer ←
→ 1041 (Trust/Estate) Fiduciary Tax Organizer (pdf) ←
Frequently Asked Questions
Please reach us at info@accufirm.co if you cannot find an answer to your question.
How do I choose the right tax preparer?
Choosing the right tax preparer for you is largely based on your needs and budget. If you simply just need someone to file your taxes for you, there are many accountants that can do a great job filing your individual tax returns for you. There are also a ton of software on the market that can guide you through preparing your own returns.
However, when you work with AccuFirm, you get a firm that cares about you as a taxpayer, and thinks through what is always in your best interest. It isn’t simply about putting numbers in the right boxes, but about thinking about your situation as a whole, and applying the law to ensure you get the most benefit. You also get a firm that partners with you after your taxes are filed, and is there to defend you in case you get audited, or are a victim of identity theft.
To make the most out of our tax preparation meeting, download our client tax organizer to see what forms you’ll need and fill out all necessary information.
Are tax preparation fees tax deductible?
Typically, tax preparation fees are deductible as a business expense because they are considered “ordinary and necessary”. However, as an employee for an employer, tax preparation fees are not tax deductible.
To make the most out of our tax preparation meeting, download our client tax organizer to see what forms you’ll need and fill out all necessary information.
Why is working with a CPA beneficial for tax preparation?
Working with a CPA is beneficial for tax preparation because a CPA must constantly stay up to date with changes in tax laws and must continue learning about updates in the tax code just to keep their license active. For that reason, a CPA is specifically knowledgable on tax related matters ensuring you don’t miss opportunities for tax deductions and avoiding costly mistakes. With a CPA, you’ll be able to take advantage of all the tax benefits you’re legally entitled to maximize your refund or minimize your liability.
To make the most out of our tax preparation meeting, download our client tax organizer to see what forms you’ll need and fill out all necessary information.
What types of tax-resolution services does AccuFirm offer and how do they work?
At AccuFirm, we understand that getting behind on taxes or facing an audit can be stressful. That’s why we offer a tailored tax-resolution service designed to help you get back in good standing, minimize penalties, and regain peace of mind.
Here’s how it works:
1. Initial consultation and document review – We’ll begin with a no-obligation consultation to understand your situation (unfiled returns, IRS notices, audit risk, payment problems, etc.). Then we’ll gather your tax history and any IRS or state communications so we can form a clear picture of your exposure.
2. Analysis & strategy – Once we have all the relevant information, our licensed CPAs will develop a resolution strategy. That may include preparing and filing past-due returns, negotiating an installment agreement, applying for an Offer in Compromise, requesting penalty abatement, or representing you in an audit. (These are common tax-resolution tools.)
3. Execution & representation – AccuFirm acts on your behalf: we submit paperwork, communicate with the IRS or state tax authorities, monitor deadlines, and ensure you stay compliant going forward.
4. Preventive planning – After resolving your immediate issue, we’ll also help you implement proactive tax-planning measures so similar issues don’t recur. That way you move out of “crisis mode” into a confident, compliant stance.
Working with us means you benefit from virtual service, one-on-one support from a tax-specialized CPA, and a streamlined process designed to resolve your issues efficiently. If you’re dealing with tax problems and want a trusted professional to handle it, we’re here to help.
Choose Your Plan
Our Packages
The packages below are completely customizable and the prices listed are estimates, which will vary based on your specific needs and goals.
Free Trial
Free Trial
Free Trial
Projects
SSL
Storage
Domains
TAX PREPARATION
STARTING FROM
$159
Simple 1040
Audit Protection
Business Returns (partnerships, S corps, C corps)
Schedule C (Sole Proprietors, Contractor)
Fiduciary, Estate, & Gift Returns
Investments & Rentals
Farming
TAX PLANNING & ADVISORY
STARTING FROM
$99
Full Annual Tax Strategy
Quaterly Tax Planning
Year-round Advisory Access
Scenario & Forecasting Analysis
Investment & Retirement Tax Optimization
Multi-state tax review (if applicable)
TAX RESOLUTION
CUSTOM QUOTE
(BASED ON CASE)
Preparation of Unfiled Income Tax Returns
Penalty Reduction
Offers in Compromise
Financial Hardship Plans
Wage Garnishment/Bank Leavy Releases
Audits
Payroll Tax Issues & More




