My Tax Team — Practical Tax Preparation & Ongoing Support for Individuals and Small Businesses.

We provide organized, year-round tax preparation and guidance to help clients understand their filing requirements and stay on track with deadlines.

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About My Tax Team

My Tax Team works with individuals and small businesses to provide clear, organized tax preparation services. Our focus is on accuracy, documentation, and helping clients understand their filing responsibilities.

We aim to make the tax process more manageable by offering structured communication, simple document collection, and support throughout the year when questions arise.

Individual Tax Prep Business Tax Filing Year-Round Support Organized Process

What Clients Can Expect

  • Clear communication: straightforward explanations of filing requirements and next steps.
  • Timely preparation: structured systems designed to meet federal and state deadlines.
  • Educational approach: guidance to help clients better understand their tax documents and obligations.

Important Note

Tax outcomes vary based on each client’s individual situation and documentation. This information is provided for general educational purposes and should not be considered legal advice.

Our Services

My Tax Team provides tax preparation and related support services designed to help individuals and small businesses stay compliant and informed.

Individual Tax Preparation

  • Preparation of federal and applicable state income tax returns.
  • Review of common income documents such as W-2s and 1099s.
  • Guidance on required documentation before filing.
  • Electronic filing where available.

Small Business Tax Filing

  • Preparation of business tax returns based on entity type.
  • Review of income and expense summaries.
  • Coordination of required owner filings.
  • General compliance support related to tax deadlines.

Tax Planning & Education

  • Discussion of estimated tax payment considerations.
  • Educational guidance on recordkeeping practices.
  • Year-round availability for general tax-related questions.
  • Support responding to common tax notices.

Document Organization Support

  • Structured intake process for new and returning clients.
  • Secure document submission options.
  • Checklist-based approach to reduce missing information.
  • Clear outline of next steps before submission.
Important Note: Services are provided based on the information supplied by each client. Filing requirements and outcomes depend on individual circumstances and applicable tax regulations.

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