Atotal Financial Services

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent.


Our organization is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.


Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.


Our office is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

"We understand the latest state and federal tax laws that may affect you. Contact with any tax questions you may have."

All clients (new and returning) are required to complete the client data sheet. Once your client intake sheet is completed, any requested clarifications will be communicated via email or text from our office.(On all virtual tax preparation). If you desire to have a one-on-one virtual office session, feel free to schedule an appointment using our book online  feature to set up an appointment.

Review My Return



Book A Quote



“We can help you review your tax return.Not to say you didn’t do good . We’re just saying that sometimes, even when you DIY your taxes or go to another preparer, mistakes happen.Whether you forgot to deduct an expense or overlooked a credit, we want to be sure that you maximize the refund you get back from the government. That’s why we offer a return review service: if you think there might be something missed, we’ll check it out for you!”

If you file quote fee will be deducted from prep fee.

Individual Tax Returns

Various Types of Income:

  • Self-Employment
  •  Wage Income
  • Rental Income
  • Investment Income
  • Stock Options (ISOs)
  • ESPPs
  • Stock Sales
  • Interest Income
  • Unemployment Income
  • K-1 Income
  • All taxable income
    State Income Tax Returns (all 50 states)

Business Tax Returns

Various Types of Returns:

  • Form 1040 & Schedule C (Sole Props and Single Member LLCs)
  • Partnership Tax Returns (Form1065)
  • S-Corporation Tax Returns (Form 1120S)
  • C- Corporations Tax Returns (Form 1120)
  • Franchise Tax, Sales Tax and Payroll Tax Returns.

Have any Question?

We’re here to help. Send us an email or call us at 1 (888) 295-4949. Please feel free to contact our expert.