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Professional Tax Preparation Support

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Let Us Help You! 

Tax season doesn’t have to be stressful or confusing.
This year, Tailored Financial Solutions (TFS) has partnered with Grate Taxes and Company, a trusted tax firm with 20+ years of experience, to provide reliable tax preparation support for individuals and business owners.

Tax Season Support is available for clients who want professional filing handled correctly, with clarity and confidence.

Our Trusted Tax Preparation Partner

Through our partnership with Grate Taxes and Company, clients gain access to:

  • Licensed, experienced tax professionals

  • Accurate tax preparation and electronic filing

  • Support for both personal and business tax situations

This service is designed for clients who value accurate tax preparation and a smooth, well-supported filing experience.

What To Expect

​How the Process Works

  1. Submit Your Intake Form

    Complete a 15-30 minutes intake form to get started. This form gathers all the details needed to prepare and file your tax return.

  2. Professional Tax Preparation & Filing

    Your tax return is prepared and filed by a trained tax professional, with most returns completed within 7-10 business days, depending on complexity.

  3. File With Confidence

    Feel confident knowing your return was handled carefully and thoroughly. Helping ensure accuracy and that no eligible deductions or credits were overlooked.

Why Filing Alone Isn’t Ideal

  • Tax rules and credits change regularly, making it easy to miss updates that affect your return

  • Self-employment, 1099, or business income adds complexity that basic tax software may not fully capture

  • Deductions and credits can be overlooked without a full review of your situation

  • Small errors can lead to delays, notices, or amendments later on

  • Filing correctly matters for future financial goals, including credit, loans, and business growth

Who Do We
Support

  • Individuals with W-2 income who want professional filing handled correctly

  • Self-employed individuals and 1099 contractors

  • Small business owners filing business or complex returns

  • Clients who want a faster, guided filing process without the guesswork

  • Individuals who have filed on their own before and want extra support this year

  • Anyone who wants confidence knowing their return was prepared thoroughly and accurately

Tax preparation services are offered through Tailored Financial Solutions and supported by Grate Taxes and Company, a tax firm with over 20 years of experience. Tailored Financial Solutions does not provide tax or legal advice.

Have Questions? 

Email Us: 

taxsupport@tfsjourney.com

Book An Optional Tax Support Call

  • Tax preparation services are available without a call for individual W-2 filers.

  • For business owners, a Tax Support Call is required to review business income and expenses prior to filing.​

This optional call is designed to:

  • Answer general tax-season questions

  • Explain next steps in the filing process

  • Provide clarity before beginning tax preparation​

This call is not a CPA consultation and is not required to move forward with tax preparation services.

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Email: connect@tfsjourney.com

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Tailored Financial Solutions provides educational financial coaching services only. We do not offer legal, tax, or investment advice. Please consult with a licensed professional for advice specific to your situation.

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