Tax Services

Our tax services are for individual, family and small business. We are proud to provide quality services at a very affordable price! We carefully prepare your return to maximize your refund by not missing out on eligible tax credits and deductions. Your return is always treated as our own. We offer free comparison between Married Filing Jointly and Married Filing Separately. 

Our tax preparation office is centrally located in Northern Kentucky (Erlanger),  just a half mile west off of exit 184 of I75/I71.   It is very convenient to residents and businesses in Florence, Erlanger, Burlington, Hebron, Union, Independence, Fort Mitchell, and Covington.  We also provide exceptional tax preparation via remote and online services to out-of-state customers !

Tax Preparation and Consulting Services:

  • Upfront fee estimate for your piece of mind*
  • Up to two state returns included
  • FREE federal & state e-file
  • Bank products available at low costs
  • High accuracy with quality guarantee**
  • IRS representation
  • Year round support
  • Handicap accessible office
  • 中文服务(Mandarin Chinese available)
  • Do-it-yourself online to save BIG!!!

How to File Your Tax Return with Us:

1. By Appointment

You may make your appointment right on our website or call 859-982-9468 to have our staff help you.  We’d love to see you in person!  Please come enjoy a cup of warm coffee, relax, and we will take the burden off of you!  The tax code is overly complicated; but you don’t have to deal with it when you work with us.  Let us help you and just make the whole process simpler! Have kids with you?  Please bring them with you! We are a family friendly office!

2. Drop off/Pick up

We know you go work every day for your family or you have your own business to run.  Your time is valuable and you don’t have to wait in our office to get the tax return done. Just drop off your tax preparation documents whenever it is convenient for you and come back to pick up your prepared tax return when you are available.  We are happy to be flexible and work with your schedule; after-hours, and weekend hours are available to you!  Just let us know!

3. DIY to Save Big

Rather just prepare your taxes yourself?  For one low price you can prepare your taxes yourself online with xsimplr to save BIG! No tax software to buy! No updates to install!  No tax software backups to keep!  Just fill in the fields and submit.  It’s just that simple.  This service is provided you through our affiliation with Drake Software, a leading provider of professional tax preparation software with more than 30 years of experience in the industry. You can do a 1040EZ Federal tax for FREE with taxable income less than $100,000! FREE e-filing and printing!  Pay a single fee for multiple state returns!  All services we have put together to make this complicated process simpler!

Let Our Enrolled Agent Prepare Your Tax Return

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards.

Our enrolled agent Dr. Bei is ready to work with you and you will enjoy our low and simple service price!

We are sure that our pricing is very competitive so we have NO FEAR of giving you a price right up front!  Please call our office at (859) 982-9468 and we will do the rest!