Products & Services

The Tax-Life Experts Products and Service offerings include:

Tax Preparation & Planning

We prepare federal, state, local and other tax filings. We can help you proactively manage your tax-life for both personal and business. We understand how the latest tax law changes may impact your tax situation. Tax planning identifies opportunities to implement tax saving strategies and can reduce future tax liability.

Electronic Filing and Refund Transfer

We offer electronic tax filing and “Refund Transfer,” which allows you to pay for your tax preparation services from your tax refund. Receive your refund as direct deposit, check (additional fee) or on a prepaid debit card.

Protection Plus Audit Defense

We provide “Protection Plus Audit Defense” as an added service to tax returns prepared by our office.

ITIN application services.

We have a Certifying Acceptance Agent (CAA) authorized by the IRS to authenticate and submit Personal Taxpayer Identification Number (ITIN) applications.

Bookkeeping Solution Services

We offer bookkeeping solutions. Our Certified QuickBooks ProAdvisor will assist you with selecting the QuickBooks product that best fits  your needs, assist with set up and training on product use.

Notary Public Services

We offer Notary Public services and are available when you need us. A notary public can provide witnessing and authenticating document execution and signatures.

Tax Issue Resolution Assistance

We offer tax issue resolution assistance with IRS and state letters. It can be difficult to understand the requirements of the tax authorities for a tax letter. Let us help you.

Workshops and Business Resources

We host community educational events on business and individual tax topics to help promote the concept of “Managing Your Tax-Life.” We also share other business-related resources and referrals.

Call today to schedule an appointment!