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   Getting ready
   Frequent Questions
   Contact Us
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 * $175 FLAT RATE
   
   Income Tax Preparation & E-Filing
   
   Experienced Preparers- Guaranteed Accuracy - Fast - Friendly 
   
    
   
   
   864-906-9521 OR CLICK TO SCHEDULE

 * WHAT WE DO
   
   INCOME TAX PREPARATION AND PLANNING FOR INDIVIDUALS, FAMILIES, AND SMALL
   BUSINESSES
   
   TAX PREPARATION FOR INDIVIDUALS
   
   $175 FLAT RATE FOR FEDERAL & STATE RETURNS (UNTIL 04/01/2022).
   
   AFTER APRIL 1ST ALL SUBMITTED RETURNS $200.
   
   Prices include all needed forms and electronic filing (E-File)
   
    
   
   We e-file your return and get IRS approval for your refund before you leave
   our office.
   
    
   
   TAX PREPARATION FOR BUSINESSES
   
   SOLE PROPRIETORSHIPS (SCHEDULE C)
   
   Prices vary depending on the complexity of your return AND your organization.
   Prices range from $250 - $350 for most returns with a Schedule C.
   
    

 * WHO WE ARE
   
   MEET OUR TAX PREPARERS AND SCHEDULE YOUR APPOINTMENT
   
   RITA CONLEY
   
   TAX PREPARER
   
   Rita has assisted our clients with their taxes for 20+ years. She understands
   the need to look for every possible legal deduction. Rita's specialty is
   individual and family income tax preparation.
   
    
   
   Rita and her husband (David) have lived in the upstate since the mid 90's.
   They have been married for 20+ years and have an 11 year old PLUS 3 grown
   children, and a Cocker Spaniel named Izzy. Her husband is a Dave Ramsey
   Smartvestor providing investing and financial planning. They attend and are
   active at Fellowship Greenville, enjoy working in their yard and family
   activities in their free time.
   
    
   
   Appoint
   
   ERICA DODD
   
   TAX PREPARER
   
   Erica had worked as an express banker, assistant bookkeeper & tax preparer.
   She had prepared taxes in multiple states. Her specialty is assisting
   families with their personal taxes and find every deduction & credit possible
   for them.
   
    
   
   Erica and husband (Victor) live in the Simpsonville area. They have been
   married for 20 years and have 3 children ages 19, 17, 11, and a cat & dog.
   They enjoy traveling, the outdoors, and downtown Greenville.
   
    
   
    
   
    
    
   
    
   
   Appoint
   
   ERIN ROSS
   
   TAX PREPARER
   
   Awaiting description of Erin, background, education, etc.
   
    
   
    
    
   Appoint
   
   DAVID CONLEY, CFP®
   
   CERTIFIED FINANCIAL PLANNER™
   
   Since 1994, Dave has been helping our investment clients in their pursuit of
   financial peace. Part of the training in becoming a CFP® requires extensive
   income tax training.
   
    
   
   He limits his tax preparation to existing investment clients and those who
   would like to consult with him about financial, retirement or long term
   investing goals.
   
    
   
   His 25 years of financial planning experience is invaluable as we help our
   clients pursue financial peace.
   
    
   
   Masters Financial Group
   
    
   Appoint


 * CALL, TEXT, OR EMAIL US.
   
   CALL OR TEXT
   
   --- Click to call ---
   
   864-906-9521
   
   EMAIL
   
   --- Click to email ---
   
   Email Us
   



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