2027 TAX SEASON
TAX PREPARATION MADE SIMPLE
Personal, Self-Employed & Small Business Tax Preparation
Simple process. Personalized service. Get started today and let us review your tax situation.
GET YOUR TAX PREPARATION ESTIMATE
Tell us a little about your tax situation. This quick form helps us understand your needs before we contact you.
Please do not enter Social Security numbers, tax documents, bank information, or other sensitive financial information in this form.
HOW IT WORKS
1. SUBMIT YOUR INFORMATION
Complete the short form above so we can understand your tax situation.
2. WE REVIEW YOUR TAX NEEDS
We’ll review your information and contact you to discuss your return and estimated preparation fee.
3. MOVE FORWARD SECURELY
If you decide to proceed, we’ll provide instructions for securely submitting the documents needed to prepare your return.
Simple process. Personalized service. No unnecessary hassle.
TAX PREPARATION WITH PERSONAL ATTENTION
Tax preparation doesn’t have to feel complicated. At S&M Financial Solutions LLC, we take the time to understand your individual tax situation and guide you through the process from start to finish.
PERSONALIZED SERVICE
Your tax situation is reviewed individually, not treated like just another return.
CLEAR COMMUNICATION
We explain the process, what we need from you, and what to expect next.
SECURE PROCESS
Sensitive tax documents and financial information are handled through the appropriate secure process—not through this public form.
S&M Financial Solutions LLC — Honesty and Professionalism
We assist with individual tax returns, including W-2 income, self-employment and 1099 income, and other common tax situations. Complete the form above and we’ll review your specific needs.
Pricing depends on the complexity of your tax return. After reviewing the information you submit, we’ll contact you to discuss your situation and estimated preparation fee before moving forward.
The documents needed depend on your tax situation. After the initial review, we’ll let you know exactly what is needed and how to submit your documents securely.
ITIN assistance may be available depending on your situation. Select the ITIN option in the form above and we’ll review your needs with you.
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