Atlas Financial, LLC
About
We are more than tax preparers and accouontants. We are stress relievers. We are frustration removers. We help alleviate problems so that you can focus on your life.
While it can seem overbearing and confusing, the new tax law IS a simplification for individuals. And we have a simplified subscription fee structure to reflect that: $14.95 per month for unlimited consultations including the preparation of your individual 1040 income tax return.
Do not overpay for tax preparation.
We take pride in helping small businesses achieve the profitability they strive for so that they can spend more time with their familes doing what they love. We understand and can help.
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Frequently asked questions
What is your typical process for working with a new customer?
An initial consultation of 30 minutes allows us to get an understanding of your needs. We utilize technology and our state of the art portal for you to upload the required documents for us to prepare the tax return.
If potential tax savings are available through planning, we schedule an additional meeting to review the next steps.
Clients can meet in person or 100% via remote access.
What education and/or training do you have that relates to your work?
We are CPAs and have the extensive training to not only prepare taxes, but strategize about potential tax savings in the future.
Do you have a standard pricing system for your services? If so, please share the details here.
For individuals, we offer an subscription model for $19.95 per month that includes unlimited consultations and the preparation of your basic 1040 tax return. Our all-inclusive fee of $29.95 per month covers all the necessary schedules of the 1040 (Schedule C, D, & E) along with IRS audit assitance if needed.