Expert Tax Preparation Services

Maximize your refund and ensure complete compliance with 16 years of trusted expertise.

Comprehensive Solutions for Your Financial Peace

We offer comprehensive tax preparation services for individuals and small business owners. Our meticulous attention to detail ensures your return is accurate, compliant, and optimized for your maximum benefit.

Individual Tax Returns (Form 1040)

Our trained tax professionals provide comprehensive income tax preparation for individuals and families. We understand that each taxpayer has unique circumstances, and we work diligently to ensure you receive all the deductions and credits you're entitled to. We offer both in-person and e-filing options to make the process convenient for you. Our goal is to maximize your refund while ensuring compliance with all tax laws and regulations.

What We Offer:

  • Personal income tax return preparation

  • Tax planning and consultation

  • Electronic filing (e-file) for faster refunds

  • Prior year tax return preparation

  • Tax amendment preparation

  • Maximum refund optimization strategies

  • W-2 income and wage reporting

  • Investment income (stocks, cryptocurrency, dividends)

  • Retirement distributions and pension income

  • Itemized deductions and credits optimization

Ready to maximize your refund?

Our expert team is here to help you navigate your personal tax situation with confidence and precision.

Small Business & Schedule C

At Blessed Tax and Financial Services, we understand how complex and stressful business taxes can be. Our professionals are here to help with customized solutions tailored to your business needs, whether you're a sole proprietor, freelancer, independent contractor, or small business owner. We work closely with you to develop tax strategies that minimize your tax liability while ensuring compliance with all applicable tax laws. Our goal is to help your business thrive by providing expert tax guidance and support.

What We Offer:

  • Business tax return preparation (Schedule C)

  • Sole proprietor and freelancer tax services

  • Independent contractor tax support

  • Complex business deductions identification

  • Expense tracking and categorization

  • Quarterly estimated tax planning

  • Home office deduction analysis

  • Mileage and vehicle expense tracking

  • Tax liability minimization strategies

  • Self-employment tax calculation and planning

Let us handle the complexity of your business taxes so you can focus on what you do best growing your business.

Tax Planning & Consultation

Beyond filing, we offer strategic, year-round tax advice that helps you make informed financial decisions. Whether you're starting a new business, expanding an existing one, getting married, buying a home, or planning for retirement, our consulting services provide valuable insights and guidance. Our experienced team works closely with you to understand your goals and develop strategies that align with your vision. We provide objective advice and practical solutions to help you navigate complex financial challenges and opportunities.

What We Offer:

  • Year-round strategic tax advice

  • Major life event tax planning (marriage, divorce, home purchase)

  • New business startup tax guidance

  • Tax implications analysis for major decisions

  • Tax liability minimization strategies

  • Future tax year positioning and planning

  • Financial goal alignment

  • Personalized tax strategies

  • Retirement planning tax considerations

  • Investment tax planning

  • Estate and gift tax consultation

Plan ahead and save more.

Our tax planning services help you position yourself for long-term financial success.

Our Simple 4-Step Tax Preparation Process

We make tax season simple, secure, and stress-free. Our streamlined process ensures accuracy and efficiency from start to finish.

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Gather & Submit Documents

You securely upload all your tax documents (W-2s, 1099s, receipts, etc.) through our encrypted client portal or drop them off in person. Our modern, mobile-friendly portal makes it easy to submit your paperwork from anywhere.

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Expert Review & Preparation

Velisha or a certified preparer reviews your documents, identifies all eligible deductions and credits, and prepares your return with meticulous attention to detail. We leverage professional-grade software to ensure accuracy and compliance.

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Final Review & Approval

We schedule a brief consultation (virtual or in-person) to review your completed return, answer any questions, and obtain your final approval for e-filing. You'll understand exactly what's being filed on your behalf.

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Secure E-Filing & Follow-Up

We securely e-file your return with the IRS and state authorities. We then monitor its status and notify you immediately upon acceptance, providing support until your refund is received. Your peace of mind is our priority.

Share the Blessing: Client Referral Program

We Value Your Trust: Share the Blessing and Get Rewarded!

The highest compliment we can receive is a referral from a satisfied client. To show our gratitude, we've launched the Blessed Tax Client Referral Program to reward you for helping your friends and family find financial peace.

How the Program Works:

For the Existing Client (Referrer)

Receive $25 Cash or a $35 Credit toward your next year's tax preparation fee (your choice!). Your reward is paid out after the referred client files and pays their fee.

For the New Client (Referred)

Receive a 10% Discount on your first tax preparation fee. Simply mention the referrer's name during your intake process.

Frequently Asked Questions

How long does it take to prepare my tax return?

Most individual tax returns can be completed within 1-2 business days after we receive all necessary documentation. More complex business returns or situations involving multiple income sources may take 3-5 business days. We prioritize accuracy over speed to ensure your return is filed correctly.

What documents do I need to bring for tax preparation?

For individual returns, you'll need:

W-2 forms from all employers

1099 forms (interest, dividends, self-employment income)

Records of deductible expenses (mortgage interest, property taxes, charitable donations)

Health insurance documentation (Form 1095-A if applicable)

Prior year tax return (helpful for reference)

For business returns, you'll also need:

Business income records and receipts

Business expense documentation

Mileage logs (if applicable)

Home office expense records (if applicable)

Do you offer year-round tax services?

Yes! While tax season runs from January through April, we offer tax planning, consultation, and prior year return preparation services year-round. We're here to support your financial peace throughout the entire year.

Can you help if I've missed filing tax returns for previous years?

Absolutely. We specialize in helping clients who have unfiled returns from previous years. We'll work with you to gather the necessary documentation, prepare the returns, and file them with the IRS. The sooner you address unfiled returns, the better, as penalties and interest continue to accrue.

Do you offer remote or virtual services?

Yes! We offer both in-person and virtual services. You can securely upload your documents through our encrypted client portal, and we can conduct your consultation via video call, phone, or in person—whatever works best for you.

How do I track the status of my tax return?

Once we e-file your return, we'll provide you with confirmation and tracking information. You can also use the IRS "Where's My Refund?" tool on the IRS website. We monitor the status of all filed returns and will notify you immediately if there are any issues or when your refund is approved.

Professional Compliance: Our Promise to You

As an ERO with our own EFIN, we operate with the highest level of professional compliance. We leverage professional software and integrated bank products (like Refund Advantage) to offer a seamless, secure, and modern tax preparation experience. Your financial security and peace of mind are our top priorities.

Take the Next Step Toward Financial Confidence.

Whether you need a trusted partner for your personal taxes or expert guidance for your small business, we are here to help. Let us handle the complexity while you enjoy the peace of mind that comes with knowing your taxes are done right.

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