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Get to know our services

TAX
Preparation


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At Preferred Tax & Financial Services. we offer a full range of tax products and services for individuals and small businesses. These are just a few of the many services we provide for our clients.

Starting a business? We can help you every step of the way, so you can get back to the job of running your business and generating profits!

Small
Business
Solutions


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Preferred Tax & Financial Services. offers Audit Guidance in the event you receive a notice from the IRS or state. If you are audited, we will:

      • Review the audit documents and explain what they mean
      • Preparer correspondence letters to respond to the notice and an amended return, if applicable
      • Provide guidance on how to gather records of your tax documents and send to the IRS for review
      • Assess the tax audit findings and explain them
      • Provide guidance on the appeal process and other options available to you, if applicable
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