100% Virtual Services

For your convenience, all our services are completely virtual. This allows you to handle your taxes and finances safely and efficiently from anywhere.

We handle:

• W2 Income

• Self-Employment Income

• Small Business Taxes

• 1099 Income

• Amendments for New & Existing Clients

• Audit Protection

• College Student Filings

• Credit Restoration

Our process includes:

• Easy-to-use upload forms

• Remote signatures

• Acceptance of all major credit cards and Zelle

• Free 15-minute consultation

• 30-minute consultations starting at $49

How it works in 3 simple steps:

1. Email or fax all requested documents.

2. Review the suggested appointment time and confirm or adjust as needed.

3. Call for your consultation to review and discuss your documents.

Reminders: Send all text messages to 404-212-2816 ONLY.

Financial Literacy & Credit Services

We now offer services to help you improve your financial health, including:

• Eliminating Debt

• Reducing Taxes

• Lowering Monthly Bills

• Diversified Cash Flow Accounts

• Private Reserve & Trust Accounts

• Land Banking & Precious Metals

• Credit Restoration

Special Program: Keys to Home Ownership.

Pricing: $149.97 deposit + $149.97 monthly. Ask your tax professional how to get started and save 10% off your preparation fees. More info at mwrfinancial.com/1jme.

1099 E-Filing Services

Need to file 1099s for your contractors? We’ve got you covered with fully virtual federal and state filing:

• 5 forms: $25 each

• 6–20 forms: $20 each

• 21+ forms: $15 each

Tax Tips & Updates

Maximize Your Refund:

• Life events like buying a home, attending college, getting married, or having a child may qualify you for tax credits such as:

  • Child Tax Credit (CTC) – up to $2,000 per child under 17

  • Earned Income Tax Credit (EITC) – up to $632 for eligible taxpayers without children

  • Credit for Other Dependents (ODC) – for dependents 17+

IRS Refund Updates:

• Refunds for EITC and ACTC cannot be issued until mid-February.

• Some returns may require manual review, potentially delaying refunds.

• Check refund status anytime at IRS “Where’s My Refund?”

Protect Yourself:

• Watch for scams pretending to be the IRS.

• Never share personal or financial info from unsolicited messages.

Self-Employed Tax Obligations

If you’re self-employed:

• File an annual income tax return.

• Pay estimated taxes quarterly (covers Social Security, Medicare, and income tax).

• SE tax rate is 15.3% (12.4% Social Security + 2.9% Medicare).

• Net profit or loss is calculated by subtracting business expenses from income.

• File an income tax return if net earnings ≥ $400, or if other filing requirements apply.

Quarterly Payments: Use Form 1040-ES to calculate and pay estimated taxes.

Refunds & Timelines

• IRS generally issues refunds within 21 days.

• Manual reviews, identity verification, or fraud prevention measures can extend processing.

• Direct deposit ensures faster access compared to paper checks.