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Individual Tax Preparation You Can Trust

Personal Service. Professional Standards.

Experience the Difference

Over 10 Years of Professional Accounting Experience

Smart Money Tax Services is a family-run tax preparation business committed to accuracy, transparency, and doing things right.

Our background in accounting and financial reporting means we understand how income, expenses, and financial activity should be properly documented and reviewed — and we bring that same attention to detail to every tax return we prepare.

 

As a smaller firm, we focus on quality over volume, giving each client and each return the time and care it deserves.

Why Choose Us

10+

Years of Experience

  • Accounting-based approachYour return is prepared with an accountant’s eye for accuracy and consistency
  • Detail-focused preparation – We take time to review your numbers, not just input forms into software
  • Straightforward communication – Clear next steps and explanations you can actually understand
  • Personal service – You’re not passed from person to person
  • Compliance-first mindset – We prioritize correct reporting and proper documentation
We believe solid tax preparation starts with strong accounting fundamentals — not shortcuts.

Our Services


Individual Tax
Preparation

We prepare individual federal and state tax returns for clients with common and moderately complex filing needs, including:

  • ​W-2 wage income

  • 1099 income and self-employment

  • Side hustles and independent contractor income

  • Rental property income

  • Investment income (stocks, dividends, crypto)

  • Retirement income

  • Multi-state filings​

Each return is reviewed with accuracy, completeness, and compliance in mind.

Who We Help

W-2 Employees

  • Full-time and part-time employees

  • Professionals with bonuses or commissions

  • Individuals with multiple W-2s

Independent Contractors & Self-Employed (1099)

  • Freelancers and consultants

  • Gig workers (Uber, Lyft, DoorDash, Instacart)

  • Creative professionals (photographers, designers, writers)

  • IT professionals and tech contractors

  • Fitness trainers and coaches

  • Virtual assistants

Small Business & Side Income

  • Sole proprietors

  • Side-hustle income earners

  • Online sellers and marketplace vendors

  • Content creators and influencers

  • Etsy, Shopify, and eBay sellers

While Smart Money Tax Services is proudly based in Georgia, we assist clients nationwide. We currently serve all states except California, Maryland, New York, and Oregon due to specific state-level regulations.

How It Works

1

Complete the Client Intake Form

Share basic information about your tax situation.

 

2

Initial Review

We confirm readiness, scope, and next steps.

 

3

Secure Preparation & Filing

All document exchange, preparation, and filing occurs through a secure client portal.
Desk Essentials

Transparent, Simple Pricing




$299 Flat Fee

Includes W-2 income and 1099 income without business expenses.


Additional Fees Only Apply To:

  • Schedule C with expenses

  • Itemized deductions

  • Rental income

  • Crypto/stock transactions

  • Amended returns

 
Special Offers
  • $50 off your first-year return for the first 100 clients.

  • Refer a new client who completes their return with us and receive a $50 referral bonus — paid via Zelle/Venmo, or applied toward your tax preparation fee.

Takes less than 3 minutes to get started.

Service availability: We serve clients in all states except CA, MD, NY & OR.

  What to Expect

  • Clear engagement details before preparation begins

  • Secure handling of documents and personal information

  • Accurate, timely preparation based on the information provided

  • Availability to answer questions throughout the process

Frequently Asked Questions How much does tax preparation cost? Our base fee is $299 for individual tax returns with W-2 and/or 1099 income without business expenses. Additional fees apply only when more detailed reporting is required, such as business expenses, itemized deductions, or additional schedules. All pricing is confirmed after we review your intake form and before preparation begins. I have a 1099 — will that increase my fee? Not necessarily. 1099 income alone is included in the base rate. Additional fees apply only if business expenses or more detailed reporting are involved. What types of tax returns do you prepare? We prepare individual tax returns for: W-2 employees 1099 contractors and freelancers Individuals with multiple income sources Self-employed individuals with business expenses Rental property owners Clients with investment or cryptocurrency activity If you’re unsure whether your situation applies, complete the intake form and we’ll review it. How does the process work? Once you complete the client intake form, we’ll review your information and confirm pricing. If you choose to move forward, you’ll receive an engagement letter and a checklist of required documents. You’ll upload documents securely, we’ll prepare your return, and you’ll review and approve everything before filing. How long does tax preparation take? Most returns are completed within 7-10 business days, once all required documents are received. More complex returns may take additional time. We’ll always communicate expected timelines up front. How do I upload my documents? All documents are uploaded through a secure client portal. We do not accept sensitive tax information through email or text. Will I review my return before it’s filed? Yes. Every return is sent to you for review and approval before it is submitted to the IRS. We file only after receiving your authorization. What if I’m missing documents? If anything is missing, we’ll notify you and provide reminders until everything needed is received. We cannot file returns with incomplete information. Do you offer refunds if I change my mind? Preparation fees are non-refundable once work has begun. If you choose not to move forward after pricing is confirmed, no fees will be incurred. Do you offer in-person tax preparation? At this time, all services are provided virtually, allowing us to serve clients efficiently and securely. Do you prepare business or corporate tax returns? Currently, we focus on individual tax returns only. Business and corporate returns are not offered at this time. Do you serve clients outside of Georgia? Yes! Even though most of our clients are in Georgia, we serve clients across the U.S. (excluding CA, MD, NY, and OR) due to state-specific restrictions. How do I get started? Click Get Started at the top of the page and complete the client intake form. We’ll review your information, confirm pricing, and guide you through next steps.

Ready to Get Started?

Complete our client intake form and we’ll reach out with next steps.

Contact Us

Do not enter any sensitive information here.

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