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Protection Plus – Audit Defense + ID Theft Restoration

We include Protection Plus $ 1 Million Tax Audit Defense and identity theft restoration services with all of our 1040 tax returns. If you receive a tax notice or suspect an identity theft incident, simply give us a call and we’ll handle the rest.


Flex Preparation

Start Today

starting at $109*

Here's how in-person tax preparation works:

Contact Us

Get started by clicking Get Started above. One of our Tax Specialist will reach out for you to complete a client intake form.

Gather your documents

Let us help you get organized before your appointment. New clients can expedite their process by filling out an intake form, and uploading documents through our Online Portal. 



Sign and Complete

Just review, approve and sign your completed return virtually through our Online Portal, or stop by and your Tax Specialist can walk you through it. 

We Can Help With

W-2 Income

1099 Income

Schedule C

Charitable Giving

Disaster or Theft Losses

Investments

Multi-State Income

Rental Depreciation

Rental Income

Retirement Income

Dependents

Amendments

Market Place 1095A

Documents list

This list is just an example of what you may need to bring. Your Tax Specialist will let you know what documents you will need to bring.

State ID/License

Social Security Card

All W-2's

All 1099's, if any.

All 1095A's, if any.

1098-T, if any.

1098 Mortgage Interest Statement, if any.

If you're claiming a dependent, you will need the following for each dependent:

Social Security Card

Birth Certificate

School/Doctor document with current address.

Guaranteed Accurate

We’re confident in our work and we have a guarantee to back it up. If we make a mistake in preparing your 1040 return, we’ll reimburse you up to $2,500 for additional fees, penalties, and interest through our partnership with Protection Plus. Subject to terms and conditions.

More from Damian Fields

Low on Funds?

Need to file but low on funds? Pay your tax preparation fees with your refund.



starts at $40

File Now, Pay Later

Need to file but low on funds? Pay your tax preparation fees with Klarna.



$5

Refund Advance

Needs funds to hold you over until you get your refund? Apply for an advance when you file.



$0 - 36% APR

Disclaimers

Our company believes in full transparency. We do not profit from, or benefit from any bank product service fees. This includes Refund Transfer fees, NOW Advance Fees or any service fees we charge to use these services. We offer these services as a convenience to our clients, who all have unique needs and face different circumstances. 


Service Exclusions - 


We do not currently file returns for the following states, IOWA, MARYLAND, OREGON, NEW YORK and CONNECTICUT. 

We do not currently file returns for BUSINESSES. This includes 1065, 1120, 1120S, 1041, 990, 706 and 709.