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Our Services
01.Individual Tax Preparation
Professional preparation and electronic filing of federal and applicable state income tax returns for individuals, families, employees, freelancers, and homeowners. The service includes review of income documents, deductions, credits, and filing status to help ensure an accurate return. Clients can submit sensitive documents securely through the online portal and receive clear filing instructions and status updates.
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Business Tax Preparation
Comprehensive tax return preparation for small businesses, independent contractors, partnerships, and LLCs. The service covers business income and expenses, applicable deductions, required schedules, and electronic filing of eligible federal and state returns. Business owners can request a secure online intake and submit financial documents through the client portal for efficient processing.
03.Amended Tax Returns
Preparation and filing of amended federal or state tax returns when previously filed information needs to be corrected or updated. Refund Theory reviews the original return and supporting documents, identifies the necessary adjustments, and prepares the appropriate amended filing. Clients can begin with an online request and securely upload documents for review and processing.