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
.png)
Stay Organized, Stay Ready
ATD’s bookkeeping services keep your finances clean, compliant, and ready for every opportunity.
.png)
Build It Right, From Day One
From LLCs to compliance filings, ATD sets up your business the right way so you can launch strong and stay protected.
.png)
Learn. Earn. Lead.
Train with TDU, the nation’s gold standard in tax education, and join the elite Tax Doctor network.
FAQS
- 01
- 02
- 03
- 04
