​Who We Serve
Individuals & Families:
W-2 earners, retirees, freelancers, and gig workers who need to maximize refunds and claim every credit they qualify for
Business Owners:
Entrepreneurs with LLCs, S-Corps, or partnerships who need precise filing that minimizes liability.
Complex Returns:
Investors, landlords, multi-state earners, or anyone with multiple income streams.
Back Taxes or Amended Returns:
If you’re behind or made a mistake, we help you get back on track with the IRS.
Tax Preparation Services
Individual Federal & State Tax Returns
Business Tax Returns
Self-Employed / 1099 Income
Rental Property & Real Estate Investors
Multi-State Tax Filing
Prior-Year Returns
Amended Returns
Quarterly Estimated Tax Filings
Tax Extension Filing
IRS Correspondence Assistance
Tax Planning & Strategy Sessions
How We Help
We find deductions and credits you didn’t even know you qualified for.
We handle messy tax situations like prior years, amendments, or multi-state filings with confidence.
We educate you during the process, so you walk away with more knowledge and less stress
3-STEP PROCESS
Choose your Tax Doctor and start your tax profile. The intake form below will guide you through the questions and let you upload everything we need.
Documents Required ✅ W-2s, 1099s, or other income forms ✅ ID and Social Security card ✅ For dependents: birth certificate + Social Security card ✅ Prior year tax return (if available) ✅ Records of major expenses (mortgage, childcare, education, donations, medical, etc.) ✅ Bank account info for direct deposit For Businesses & Self-Employed: ✅ EIN and prior year return (if available) ✅ Income & expense records (profit/loss, bank statements, receipts) ✅ Payroll or contractor (1099) details Our intake form will guide you step-by-step and let you know exactly what to upload.
Your Tax Doctor reviews your profile, diagnoses your situation, and identifies every credit and deduction you qualify for. Pricing is customized — based on the time, forms, and complexity of your return — so you only pay for what your case requires.
Once your return is filed, the IRS takes it from here. We’ll send you a copy and refund tracking info so you’re always in the loop. If the IRS ever sends a notice, we’re here to help. And when you’re ready, we can support you year-round with bookkeeping or business services.
ADDITIONAL SERVICES OFFERED
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Stay Organized, Stay Ready
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ATD’s bookkeeping services keep your finances clean, compliant, and ready for every opportunity.
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Build It Right, From Day One​
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From LLCs to compliance filings, ATD sets up your business the right way so you can launch strong and stay protected.
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Learn. Earn. Lead.
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Train with TDU, the nation’s gold standard in tax education, and join the elite Tax Doctor network.
FAQS
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