Expert Tax Preparation Services You Can Trust
Maximize your tax returns with personalized guidance.
Expert Tax Preparation Services You Can Trust
Maximize your tax returns with personalized guidance.
Providing High-Quality, Timely Tax Returns
Our Mission
At On The Dot Tax Preparation Services, our mission is to empower clients with the knowledge and tools they need to maximize their tax returns. We take the time to learn about our clients and their unique situations. We believe everyone deserves to pay only what they owe and not a penny more.
Follow these Easy Steps to Get Started
Step 1 - Schedule Free Consultation
Step 1 - Schedule Free Consultation
Step 1 - Schedule Free Consultation
All first time clients start with a consultation so that we can understand our clients situations, their tax liabilities and deductions that may be owed to them.
Step 2 - Upload Your Documents
Step 1 - Schedule Free Consultation
Step 1 - Schedule Free Consultation
To get started, we'll need all your documents, including W-2s and/or business income and expenses. During the consultation, we will provide you with a checklist of what to upload.
Step 3 - Review Completed Return
Step 1 - Schedule Free Consultation
Step 3 - Review Completed Return
One of our tax professionals will review your return and the outcome. If you accept the outcome, you will sign the completed the return through our secure electronic system.
Step 4 - Pay Tax Preparation Fee
Step 6 - Refer Friends for Incentives
Step 3 - Review Completed Return
These fees are calculated based on the amount of time and complexity of the tax returns. Quote will be provided after consultation so client knows the cost upfront and can prepare.
Step 5 - Tax Refund or Payment
Step 6 - Refer Friends for Incentives
Step 6 - Refer Friends for Incentives
Once your return is submitted and accepted by the IRS and State, your refund will be on its way. If the client owes, they can send payment or set up a payment plan directly with the IRS.
Step 6 - Refer Friends for Incentives
Step 6 - Refer Friends for Incentives
Step 6 - Refer Friends for Incentives
If you are satisfied with your service, tell a friend. Our business is built on word of mouth. If your referral uses our services, we will reward you with a 15% discount on prep fees or a gift card.
Secure Payment Portal
Pay your tax preparation fees securely through our online payment portal. If you opt for an advance on your refund through our third-party Bank partner and approved, the Bank may deduct your fees from the advance.