Individual returns
Wages, family credits and deductions, prepared carefully and explained clearly.
Tax preparation
Helping families file accurately, maximize the tax benefits they legally qualify for, and make informed financial decisions. Start with a Free First Look, receive an estimate, and decide how you'd like to move forward.
Contact the Tax Team
Who we help
We explain each step in plain language, so you know what you're signing and why.
Wages, family credits and deductions, prepared carefully and explained clearly.
1099 work, side businesses and gig income, with help sorting the records you need.
Haven't filed in a while? We'll help you gather what's missing and work toward getting current.
Schedule C sole proprietors, single-member LLCs, partnerships and multi-member LLCs (Form 1065), S corporations (Form 1120-S) and C corporations (Form 1120).
How it works
No pressure at any point. You decide how to move forward after your Free First Look.
Text, call or send the form below. Tell us a little about your situation.
Upload them through our secure client portal. No texts, no email attachments.
We review what you shared, explain what we found, and give you an estimate.
If you'd like to go ahead, we prepare your return, review it with you, and file.
Getting ready
Not sure what you need? Bring what you have. We'll tell you what's missing during your Free First Look.
Secure client portal
Our client portal is a secure, password-protected place to upload your documents and share them with the tax team. Please don't send tax documents by text or email.
The portal opens in a new tab.
Tina LoweFounder
CharVonTax Consultant | Founder, C.A.C. Financial Services
SavannahTax Preparer
NanakoTax Preparer
KristinaTax Preparer
Queshan TerryTax Preparer
AshleyTax PreparerQuestions
It's a free first review of your tax documents before we give you a service estimate. It is preliminary and does not guarantee a refund amount or a tax outcome. Send your documents only through the secure tax portal.
It depends on your return. You'll receive an estimate during your Free First Look, before you decide anything.
Yes. Catching up on prior years is part of what we do. Bring whatever you have, including any letters from the IRS, and we'll help you work out what's missing.
Your 1099s and a record of your income and business expenses for the year. If your records aren't organized, bring what you have and we'll help you sort it out.
Online appointments are preferred. Limited in-person appointments are available by arrangement during business hours, Monday to Saturday, 9:00 am to 6:00 pm Pacific.
Through our secure client portal. Please don't send tax documents by text or email.
Get started
Send the form, or reach the tax team directly.