Services

When you choose TaxPlus as your tax preparer, your fee includes the following services:

Tax Planning & Preparation
Electronic Filing (E-File)
Electronic Refund Deposit (ERD)
Account Resolution & Audit Representation

Additional Services

File Amended Returns
Audit Representation on Tax Returns
Prepare Offers-In-Compromise
Notarize Documents

Planning Tools

To help you prepare for your appointment and to help you achieve the best results, we have developed a few organizers to help you plan.

Client Interview Checklist

Additional Organizers

Tax Calculators
Organizer Client Contact Information
Organizer for Income and Adjustments
Organizer for Self-Employed Income
Organizer for Itemized Deductions
Organizer for Industry Specific Expenses
Organizer for Rental Properties

News

Here at TaxPlus+, we stay informed of the latest tax news. See our Tax News section for helpful information that may be relevant to your financial situation.

See all the latest news in our Tax News section.

Reviews

We strive to completely satisfy the tax preparation needs of our clients. See what they have to say about the TaxPlus+ service.

Read the latest reviews from our customers.

Financial Consulting

Tony Navarro provides financial consulting, retirement planning, and investment services through Mutual Service Corporation and LPL Financial.

Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. TaxPlus+ is not affiliated with Mutual Service Corporation or LPL Financial.”

Bookkeeping

Bookkeeping services are provided to individual and small business clients through Diligent Bookkeeping.