TAX PREPARATION

Trust your tax filing to dedicated professionals. At Warrior Financial Services, we are committed to accuracy, compliance, and superior client experience.

We pride ourselves on maintaining key credentials that demonstrate our expertise and commitment to tax compliance:

• We are a Certifying Acceptance Agent (CAA): This designation authorizes us to assist foreign individuals and other persons in obtaining an Individual Taxpayer Identification Number (ITIN) from the IRS, simplifying the application process for our clients.

• We are Annual Filing Season Program (AFSP) Participants: Our participation ensures that our preparers have completed the required annual IRS-approved continuing education, keeping us current on the latest tax laws and providing you with the highest level of service.

Comprehensive Tax Filing

We handle all aspects of your filing needs, ensuring accuracy for every type of return:

We Prepare and File:

• • Business Tax Returns (All entity types)

  • Non-Profit organizations Tax Returns

  • Estate Tax Returns

  • Trust Tax Returns

  • Personal Tax Returns (Form 1040 and all associated schedules)

  • All State Tax Returns

Our Client Process: Your Peace of Mind

We follow a meticulous process for every client to ensure accuracy and maximum benefit:

• New Client Screening: Every new relationship begins with a thorough intake and screening process to understand your complete financial picture and identify all relevant deductions and credits.

• Existing Client Confirmation: We confirm and verify all necessary information for existing clients to ensure continuity and accuracy year after year.

We make the process of filing your taxes convenient and easy to start, no matter where you are:

• Remote or In-Person: Choose the method that best fits your needs to securely send your documents and complete your filing process.

• Get Started: Contact us today to begin your tax preparation!

Our primary focus is on providing a stress-free and professional experience:

• Great Communication: We commit to keeping you informed every step of the way, answering your questions promptly and clearly.

We offer a variety of flexible payment solutions:

• Bank Products: We offer options that allow you to deduct our preparation fees from your refund 

• Payment Upfront: We accept various methods for immediate payment, including Credit Card, Cash, Check, Venmo, Cash App, PayPal, and Zelle.

• Payment Plans for Multi-Years: If you have prior-year taxes that require preparation, we can discuss flexible payment arrangements to help you get caught up.

Ready to ensure accurate and compliant tax filing with seasoned Tax Experts