SFG Taxes

Tax preparation you can trust

Your return is prepared by a team led by an IRS Enrolled Agent and filed by an authorized e-file provider. In your language, in-office or virtual.

Individuals & families

Personal tax returns

W-2 employees, 1099 workers, gig drivers, families and retirees.

  • Federal and state returns, e-filed
  • Credits families often miss, like the Child Tax Credit and EITC
  • Self-employment and rideshare income
  • Prior-year and amended returns
Book personal tax prep
Tax preparer reviewing a return with a family
Business owner and accountant reviewing documents
Business

Business tax returns

Sole proprietors, LLCs, partnerships and S-Corps, with planning so you keep more of what you earn.

  • Schedule C, 1065 and 1120-S returns
  • Quarterly estimated tax planning
  • Business setup and entity guidance
Book business tax prep
IRS Certified Acceptance Agent

ITIN applications

As a Certified Acceptance Agent we can verify your identity documents in person, so you don't have to mail your original passport to the IRS.

  • New ITINs and renewals (Form W-7)
  • For you, your spouse and dependents
  • Filed together with your tax return
Book an ITIN appointment
Passport and forms on a desk
Advisor explaining a letter to a client
Free first consultation

Got a letter from the IRS?

Don't ignore it. As an Enrolled Agent we can represent you before the IRS on back taxes, audits, missing returns and payment plans.

Book a free consultation
Checklist

What to bring

01

ID & Social Security

Photo ID for you and your spouse, plus Social Security cards or ITIN letters for everyone on the return.

02

Income forms

W-2s, 1099s, unemployment (1099-G), Social Security (SSA-1099) and any business income records.

03

Other documents

Last year's return, 1095-A for Marketplace insurance, childcare costs, tuition (1098-T) and bank info for direct deposit.

Tax season 2027

Get the free checklist

Join our Priority List and get the full Tax Document Checklist right away, plus first pick of appointment times.

Ready to file?

Book now