Tax Preparation Services
Tax season doesn’t have to feel overwhelming. Elevate provides professional tax preparation assistance for individuals, families, and eligible small-business clients, with personal attention throughout the process.
We help you organize your tax information, prepare your return based on the information and documentation you provide, review the completed return with you, and prepare it for filing when applicable
Accurate preparation. Personal attention. A clearer tax-filing experience.
Tax Services We Can Help With
Individual Tax Preparation
Preparation of eligible individual federal income tax returns based on the information and documentation provided by the taxpayer.
Services may include individual federal income tax returns, W-2 and 1099 income, dependents, eligible credits and deductions, and other applicable tax matters based on the taxpayer’s circumstances.
Self-Employed & Small Business Tax Preparation
Tax preparation assistance for eligible self-employed individuals, independent contractors, sole proprietors, and qualifying small-business clients.
Services may include 1099 income, business income and expenses, and Schedule C preparation when applicable.
Prior-Year & Amended Returns
Assistance with eligible prior-year returns and amended returns when corrections or updates are needed.
How It Works
Schedule Your Consultation
01
Tell us about your filing situation and the type of tax preparation assistance you need.
Important Information
Elevate Documents & Insurance Services is not a law firm and does not provide legal advice or legal representation. Document preparation services are based on information and instructions provided by the client. Clients are responsible for reviewing documents for accuracy before signing or submitting them. Tax-related services, if offered, are limited to services Elevate is authorized and qualified to provide.
Provide Your Tax Document
02
Provide the applicable income statements, identification, expense records, prior-year information, and other relevant documents through the approved method.
Preparation & Review
03
We prepare the return using the information you provide and review the completed return with you for accuracy and completeness.
Approval & Filing
04
After your review and authorization, the return is prepared for electronic filing when eligible and applicable