Budgets 2 Goals Tax Services

Our services extend to both individuals and small businesses, offering expert advice tailored to your needs.

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Tax Preparation Services - Prepare Your Tax Returns Now

WELCOME TO BUDGETS 2 GOALS TAX SERVICES

Cait Harris, CEO

ABOUT OUR COMPANY:

Budgets 2 Goals Tax Services - Your Solution to Tax Season Stress:

Tax season can be overwhelming, but it doesn't have to be. Budgets 2 Goals Tax Services is a tax preparation company that specializes in processing income taxes for individuals, married couples, and small business owners. Our priority is attention to detail when reviewing your situation and preparing your taxes, so you can rest easy knowing that everything will be taken care of. We offer virtual tax preparation services, so you can enjoy the comfort of your own home while we work on your taxes. Our goal is to guarantee that you receive the maximum refund possible, leaving you feeling satisfied and stress-free.

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OUR SERVICES:

TAX PREPARATION

Maximize Your Tax Returns with Our Expert Preparation Services. Don't leave any deductions behind! Count on our team of experts to help you claim all the credits and deductions you're entitled to, without the uncertainty that comes with self-prepared online software.

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NEED SOFTWARE

TSP: The Ideal Solution for High-Volume Tax Businesses: If you're looking for a professional tax software that provides quick and precise tax refunds and bank products, TSP is the perfect fit.

Are you an EFIN holder who's fed up with costly professional tax software? Do high back-end fees and waiting for payouts frustrate you? Do you dislike sharing fees for work you've done by yourself? Be your own boss!

I HAVE MY EFIN

JOIN OUR TEAM

Learn how to navigate and use professional tax software. Becoming a Tax Affiliate with us opens doors to utilize your tax preparation expertise, serving individuals and businesses. With ever-evolving tax regulations, the demand for skilled professionals remains strong. Join us today, receive comprehensive training, access tax software, set your fees, and build your brand!

Join Our team

“The hardest thing to understand in the world is the income tax.”

-Albert Einstein

PRICE TRANSPARANCEY:

Individual/Personal

Tax Filing

$300

BASE Price

College Students: $200

Individual Filer: $300

Married Filers: $550

***these prices include up to (3) W2's***

Cash Advance Up to $7,000 Available

File Now, Pay Later Option Available

Audit Defense Protection Available

IRS Authorized E-File Provider

*Cash Advances Are Based on Bank Approval & Are Not Available After March 17th*

Small Business / Self Employed

Tax Filing

$750

BASE Price

Individual Filer: $750

Married Filers: $850

***these prices include up to (1) Schedule C***

Cash Advance Up to $7,000 Available

File Now, Pay Later Option Available

Audit Defense Protection Included

IRS Authorized E-File Provider

*Profit & Loss Statement / Receipts For Business Returns are REQUIRED to file!*

*Your actual tax preparation costs may differ from the base price. *

$300 is our base price to prepare an individual tax return. However, there are some instances on why your tax preparation costs may increase:

• Filing with a Spouse +($150)

• Each Additional W2 after 3 +($15)

• Each Additional Schedule C +($100)

• Each Additional 1099/1098 +($15)

• State Tax Return +($35)

• Real Estate Investor +($100 per property)

• Sold Stock/Cryptocurrency +($75)

• Partnerships +($550)

• S-Corporations +($950)

*Fees listed are your tax preparation fees, if you pay your preparation fee upfront! This doesn't include software or bank fees!*

If you choose to have your preparation fees taken out of your tax refund, the bank fee is $155 in addition to your tax preparation fee!

If you obtain a cash advance, there are additional charges in addition to both of the above listed fees (and is based on the approval amount of the advance, from the bank)!