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Trevor McKenzie is a Qualified IRS Tax Preparer - participates in the IRS Annual Filing Season Program (AFSP); and holds an MBA in Finance.      

  • Providing Tax Preparation and Business Advisory to individuals and self-employed taxpayers to accurately claim and receive maximum tax refund. 

Instructions

Tax Service for Individuals and Business Owners. Start by  Clicking the cell phone image.

  1. Complete the Online Tax App. and submit it!

  2. Scan, and email your supporting documents to our secure inbox. (You may request a secure link to submit big volume of documents).

  3. Or fax your supporting documents to 877-955-2532

Private and Secure

Remote services are affordable, secure, private! and efficient... No lines. Convenient meeting options include: 

  • In-home 

  • Or Video face time

  • Client's Business location or preferred venue. 

How We Work | Fees

Fees below are for basic guidance only. Actual fees are determined by the work required to complete IRS and State Tax Forms and Schedules that you are obligated to report, in order to accurately claim the maximum refund. 

Business owners could benefit from consultation to help effectively gather required documents to prepare an accurate report in order to claim maximum refund; and to determine the scope of work and fees.

 

A basic individual 1040 Tax Return cost about ​$260.00. Actual fees are determined by the required Forms and Schedules that you are obligated to report on your IRS and State Tax returns. Fees may be reduced with promotional discounts when available and advertised. The Forms or Schedules below are for examples only. They illustrate how fees are influenced by the completion of the various forms and schedules that you are obligated to include in your report, examples:

  • ​A   $85   - If Schedule A - itemized deductions are completed.     

  • C   $150 - If schedule C for small business income & expense is completed. 

  • E   $165 - If Schedule E for investment properties income or loss are completed.

 

We confirm receipt of your documents when we receive them; and open an electronic case file for your records.  We will notify you via email and/or text for needed documents to complete your tax refund claim. We will review your report with you, and you must approve it before it is submitted to the IRS and the Treasurer Department of your State of Residence.

 

Payment is expected upon completion and review of your returns before submission to the IRS and your State Treasurer, unless other arrangements are made. You may defer payment by enrolling in our Banking Partner's Refund Transfer Program to enjoy fast and direct deposit of your Tax Refund. Enrollment in this program entitles you to a debit card for fast deposit of your Tax Refund from the IRS. 

Bank Products 
Direct Deposit of Your Tax Refund

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OPTION: Ask for a GO2Bank debit card - A simple and secure way to transfer your refund to you- courtesy of our banking partner.

  • Free taxpayer text or email notifications.

  • "Where's my refund?" Email notifications are sent the moment money is loaded on your card.

  • A personalized, chip-enabled card is mailed to your residence address on file.

Image by Nick Fewings

Tax tips and information

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