Know your worth Then add TAX
Owned and operated by: Shaterra & Kwamne Wharton
Welcome to our tax family where maximizing your refund is our top priority! We're here to guide you with tailored solutions and a personal touch, every step of the way.
Explore what we offer
Personal financial report, primarily IRS Form 1040, submitted to the government detailing your income, deductions, and credits to calculate taxes owed or refunds due, requiring personal info, filing status, income forms (W-2, 1099s), and documentation for expenses.
Depends on your structure: sole proprietors use Schedule C (Form 1040) for profit/loss, LLCs might use Schedule C or partner/corp forms (1065, 1120/1120S); corporations use separate forms (1120/1120S).
Explains your company's main activity (e.g., "real estate agent," "online retail," "consulting") and is required on forms like Schedule C (Form 1040) for sole proprietors or as part of other business filings, detailing your primary income source, operations, and identifying information (name, address, EIN) for proper tax classification and reporting of profits or losses.
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Ready to take the next step in filing your return? Scheduling a consulting session with us is as easy as a few clicks—let's start your journey to your funds today!
Who
we are
We are husband and wife creating a legacy to leave for our children. We’re more than just tax preparers- we’re your financial partners. Our mission is to make taxes simple, stress free, and understandable for everyone we serve. Whether you’re filing a basic return or managing a growing business, we take the time to understand your unique situation and provide solutions you can trust. Your success and peace of mind are at the heart of everything we do.
