Individual Tax Returns
Accurate personal tax preparation designed to help you file confidently while identifying eligible deductions and credits.
File With Flourish Financial Group
Strategic, accurate tax preparation designed to maximize your return, protect your income, and keep you compliant.
Book Your Tax Consultation
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Virtual Filing Available In All 50 States.
Work with Flourish from wherever you are. Our virtual tax preparation process gives clients convenient access to professional filing support without needing to visit an office.
Alabama
Georgia
Texas
Florida
California
New York
North Carolina
Tennessee
File From Anywhere
Tax Preparation Services
Professional tax support designed for individuals, entrepreneurs, and business owners who want their returns handled accurately, strategically, and with the right guidance from start to finish.
Business Tax Returns
Strategic tax preparation for business owners who need accurate reporting, compliance, and organized financial records.
Self-Employed Tax Returns
Tax support built for freelancers, contractors, and entrepreneurs with self-employment income and business expenses.
Tax Amendments
Correct previously filed returns when income, deductions, credits, or other important information needs to be updated.
Prior Year Filings
Get caught up on previous tax years with professional support to organize, prepare, and properly file outstanding returns.
Organizing Financial Reports
Bring order to your financial information so your records are easier to understand, review, and use during tax preparation.
Payroll Services
Keep employee and business payroll organized with support designed to make reporting and ongoing operations easier.
Tax Debt Resolution
Get guidance on your next steps when dealing with outstanding tax balances, notices, or unresolved tax obligations.
& Much More
Every tax situation is different, so additional tax and financial support may be available based on your specific needs.
What’s Included In Your Tax Service.
Your tax preparation service is designed to cover more than data entry. We review the full return, supporting documents, credits, deductions, and compliance details before filing.
Full Tax Return Preparation — Federal + State
Income Review — W-2, 1099, Self-Employment + More
Deduction + Credit Optimization
Prior Year Review If Needed
Compliance Check To Reduce Risk
Secure Document Handling
Ongoing Communication Throughout The Process
Here’s Exactly How This Works.
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Step One
Gather Your Documents
Gather all required documents, including your identification, Social Security card, W-2s, 1099s, and any other relevant paperwork needed for your return.
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Step Two
Choose What You Need
Complete the intake form that matches your filing needs so our team knows exactly how to begin your return.
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Step Three
Sit Back + Relax
Your return is in expert hands. Within 24–48 hours, you’ll receive a personalized refund quote along with any eligible refund advance details, if applicable.
24–48 Hour Quote
Questions Before You File?
Tax situations can look completely different from one client to the next. Here are answers to some of the most common questions clients ask before getting started.
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You will typically need documents such as W-2 forms, 1099 forms,
investment income statements, mortgage interest statements,
and records of deductible expenses.
For most individuals, the tax filing deadline is April 15th.
However, this date can vary, so it's important to double-check each year.
Professional tax preparers can help maximize deductions,
navigate complex tax laws, and ensure accurate and timely filing.
Yes, we offer e-filing services to make the filing process
convenient and efficient for our clients.
You should still file your return on time and pay as much as possible
to minimize penalties and interest. You may also consider an IRS payment plan.
Our tax professionals can help identify credits and deductions
you may qualify for based on your individual circumstances.
Timing can vary, but e-filing and direct deposit generally speed up
the process, with many refunds issued within 21 days.
You may need state returns for each state where income was earned.
Our tax experts can assist with multi-state returns.
Keep records of income, expenses, receipts, bank statements,
previous tax returns, and other tax-related documents for at least three years.
Late-filing penalties may apply when a required return is filed after
its deadline. The exact amount depends on the filing year and circumstances.
One of our tax professionals will review your information
and call within 24 hours for a free estimate.
ID, taxpayer Social Security Card, and dependent Social Security Cards.
Utility bill, lease, or cable bill.
Birth certificate, adoption statements, or government statements.
Medical records, school records, shot records,
or a lease showing dependents' names.
W-2s, 1099s, 1099-Ks, bank statements, receipt books,
income and expense summaries, expense records,
financial transactions, and other applicable income documents.
LLC documents, EIN, website, business photos, prior-year returns,
business license, testimonials, business plan, professional licenses,
contracts, agreements, and business registration.