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Individual tax preparation
Accurate filing tailored to your household and goals.
Serving clients for over 18 years
Your Trusted Partner for Tax Preparation & Financial Growth
Choose the path that fits you: professional tax help, step-by-step tax preparation training, or a separate application to join the True Financials team.
18+ yearsExperience you can lean on
AccurateDetail-focused filing
PersonalGuidance built around you
Year-roundSupport beyond tax season
Why True Financials
Why True Financials Tax Solutions?
True Financials Tax Solutions is dedicated to helping individuals, families, and small businesses navigate tax season with confidence. We combine expertise, accuracy, and personalized service to help every client receive the maximum benefit and a smooth filing experience.
FastTrack Tax Academy provides structured tax-preparation instruction and practice. Academy enrollment is separate from applying to work with the True Financials team.
For tax clients
Tax services you can trust.
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Self-employed & small business
Confident support for independent income and business returns.
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Amended returns
Careful review and correction of previously filed returns.
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Tax planning & strategy
Practical guidance to help you prepare before tax season.
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Audit assistance
Knowledgeable support when questions or notices arise.
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Year-round support
A trusted resource for tax questions beyond filing season.
Back taxes & IRS help
Owe the IRS and don’t know what to do?
True Financials offers year-round support for back taxes, IRS notices, unfiled returns, and payment concerns. We help you understand the problem and organize a practical path forward.
IRS notices
Understand deadlines and what the notice is asking you to do.
Back taxes
Build a clear plan for prior balances and missing returns.
Year-round help
Get support beyond the traditional tax-season window.
Virtual or on-site
Meet virtually with ease or request an office visit.
FastTrack Tax Academy
Learn Tax Preparation with FastTrack Tax Academy
This four-week program gives beginners and current preparers a clear lesson sequence, TaxSlayer Pro instruction, practice, and direct support. Results depend on completing the work; enrollment does not guarantee income or employment.
Curriculum
What you will learn
Tax industry foundations
PTIN & EFIN guidance
Business setup and compliance
TaxSlayer Pro training
Client onboarding and workflow
Branding and client acquisition
Scaling and year-round services
FastTrack Tax Academy · Complimentary resource
Free Reading-Only Training: Introduction to the Tax Business
Explore five foundational modules at your own pace.
Free reading-only training
5 foundational modulesTax Business Foundations
Understanding the Tax Industry
Tax preparation is a regulated professional service. Paid preparers help clients organize information, understand filing questions, and complete returns accurately while following current rules.
What a Tax Preparer Actually Does
A tax preparer reviews financial documents, identifies deductions and credits, ensures compliance with IRS rules, and files returns accurately. You don’t need a degree—just proper training, attention to detail, and a commitment to helping clients.
How Tax Preparers Make Money
Tax professionals may charge for completed services. Actual results vary, and training does not guarantee clients, income, employment, or business success.
Getting Started
A valid PTIN is required before preparing federal returns for pay. An EFIN is needed only if you plan to e-file through your own firm; students working under an approved firm may follow that firm’s separate onboarding process.
Building Your Client Base
Success comes from trust, professionalism, and visibility. Use social media, referrals, community events, and partnerships to grow your client list. Provide excellent service and clients will return every year.
Your next step
Ready to get started?
Tell us whether you need tax preparation, Academy information, or help choosing the right path. We’ll point you to the correct next step.
Ask an educational tax question 863-797-6334 sendmytaxinfo@gmail.com
Tax season · Jan–AprMon–Fri 9 AM–7 PM · Sat 10 AM–4 PM · Sun closedOff-season · May–DecMon–Fri 10 AM–5 PM · Sat 11 AM–4 PM · Sun closed
Personalized guidance
Confidential, professional care
Support for clients and entrepreneurs