Tax Preparation

Your taxes, done right — from your phone or in our office.

Individual and business returns prepared by our team, with every document and update in your secure Alief Tax Portal.

Pay your fee from your refund

No money out of pocket today. Your prep fee comes out of your refund when it arrives.

Optional bank product. A separate bank fee applies and is shown before you sign. Not a loan. Other ways to pay are available.

Three ways to file with us

01

Upload from your phone

Snap your documents into the portal. We prepare your return and you review and sign online.

02

Drop off

Bring your paperwork in, and we'll text you when your return is ready to review.

03

Sit down with a preparer

Book an appointment and we'll go through everything with you, face to face.

Checklist

What to bring

Your portal builds a checklist for your exact situation. Most people need these:

✓Photo ID (you and spouse) ✓Social Security cards for everyone ✓W-2s and 1099s ✓Dependents' birth dates and school or daycare records ✓1098 (mortgage interest / tuition) ✓Self-employment income and expenses ✓Health insurance forms (1095) ✓Bank info for direct deposit

Start my taxes

Pick a time for your free tax consultation. After we talk, we'll text you your secure portal link to upload your documents.

“Fast, easy and trustworthy.” — Ivette M., tax client
I have been coming to you guys the last 3 years now and always work with Alexus. You guys always go above and beyond. I am so thankful for all that you do!
Sabrina A. · 3-year client
She was incredibly informative, patient, and supportive throughout the entire process. She made everything easy to understand and ensured I felt confident every step of the way.
Jass B. · Tax client
My process was so easy, and quick! Will be coming back next year!
Breana V. · Tax client

Tax questions

How much does it cost?

Returns for W-2 workers start at $500. Returns for self-employed and 1099 filers start at $750. You'll see your exact fee before we file.

When will I get my refund?

The IRS sets the timing. Most e-filed returns with direct deposit are issued within about 21 days, and some credits are held until late February by law.

Can you do my business return too?

Yes. Let us know on your consultation call and we'll match you with the right preparer.

© 2026 Alief Financial Services LLC (504) 429-8100[email protected]