TAX PREPARATION
Taxes Made Simple & Stress Free
Professional tax filing for individuals and small businesses — with secure upload, maximized refunds, and expert support year-round.
Why File With Us?
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Secure Upload
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Maximize credits & deductions
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Fast filing & refund tracking
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Cash advances up to 6000
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Flexible payment options
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Real expert support year-round
Individual Tax Services & Prices
We handle federal and state returns for working individuals, families, and self- employed clients. Every return includes secure document upload, credit and deduction review, IRS e-file, and refund tracking.​
SERVICE
DESCRIPTION
W-2 Only
W-2 + Credits
Each Additional W-2
Self Employment
Rental Property
Investments/ Crypto
Prior Year Returns
Amendments
Multi-State
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Up to 3 W-2s
CTC, EIC, etc.
​After first 3
Schedule C
Schedule E
​1099-B Reporting
Per tax Year
1040-X
Each additional state
PRICE
$250
$400
+$25
+$250
+$200
+$200
+$100
+$150
+$50
Payment Options
To keep your filing smooth and on schedule, payment is required Before we submit your tax return. You can choose one of the options below.
Pay Upfront
Pay your preparation fees at the time of service.
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Options will be provided
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No additional fees
Pay From Your Refund
Pay your tax preparation fees from your refund.
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Only available if you are receivng a refund
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Additional $211.90 in bank fess additional
Get Cash TODAY With A Refund Advance
Get access to your refund early!
Easy Advance
Up to $6000 advance available January 2 - February 28 upon approval.
Upload all documents through secure portal for review.
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Quick approval-funds may be available within 24 hrs
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Funds delivered in REAL TIME
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Bank fees apply
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Not guaranteed - approval based upon documents and bank criteria
Business Tax Services & Prices
Whether you're self -employed or managing a growing company, we make business tax filing simple and compliant - while maximizing every deduction.​
SERVICE
Sole Proprietor
Partnership
S-Corporation
C-Corporation
Nonprofit Organization
Multi- State
Business Tax Strategy Session
Bookkeeping Cleanup
DESCRIPTION
Schedule C
Form 1065
Form 1120-S
Form 1120
990-N/ 990-EZ
Additional State Filing
One on One Tax Planning
Fix errors & reconcile
PRICE
$250
$600
$700
$800
$550
$75
$150
$450+
HOW TO GET STARTED
Getting your taxes done with Strictly Financial is quick, secure, and stress free.
Just follow these 3 simple steps.
STEP 1
STEP 2
Share your basic information, answer a few tax questions, and upload your documents in our secure form below.
We review your information and forms, determine the correct pricing, and send your quote for approval.
No surprises. No hidden fees
STEP 3
Once you approve the quote, we prepare your return, send it you for an e-signature in our secure portal, and file with the IRS. You'll receive updates and refund tracking along the way.
WHAT YOU NEED TO FILE
Every tax situation is unique. You may not need all items listed, and additional documents may be requested based on your specific circumstances. Don't worry if you don't have everything, start with what you have and we'll guide you the rest of the way.
Identity & Payment
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Photo ID ( front & back)
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SSN/ ITIN
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Direct deposit info
Income
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W-2s
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1099-NEC
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1099-K
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1099-G
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1099-R
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1099-INT/DIV
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Rental income
Investments & Crypto
Credits & Deductions
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Dependents birth certificate
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Dependents social security card
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Rental Lease
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Childcare provider info
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1098-T
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1098-E
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1098
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charitable contributions
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Marketplace Health Insurance 1095-A
Business Owners
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P&L or income/ expense total
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Balance Sheet
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Business Bank Statements
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EIN/LLC documents
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Any 1099s issued or reeived
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1099-B
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Brokerage statements
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Crypto transaction summary
