File Now, Pay Later With Expert Tax Preparation

On average, we prepare individual tax returns within 24 hours of completing our tax questionnaire with all supporting documents. Tax documents received before 4pm ET are processed same-day. Tax documents received after 4pm ET are processed the next day, including weekends during tax season (January 1st - April 15th).

You'll need the following to e-file the same day as your tax consultation.

• Copies of your tax documents
• Smart device or computer to upload your documents using our encrypted client portal 
• Government-issued ID with your photo
• Social Security card or ITIN for yourself, spouse, and all dependents
• Prior year tax returns or tax transcripts
• Identity Protection (IP) pin number (if applicable)
• Proof of business ownership (if applicable)
• Business FEIN (if applicable)
• Business financial statements (if applicable)

You don't pay unless you file. Once you sign your tax return, you'll be prompted to choose one of the following payment options:

• Pay-in-full
• Pay-by-refund
• Pay in 4 installments

Smart Device Users

Use our mobile app to capture a photo of each tax document and attach it to the pending questionnaire ("tax organizer") assigned to you.

Computer Users

Sign in to our client portal and open the questionnaire ("tax organizer") task assigned to you. In the document upload section, you can drag & drop your tax files.

Mail / Local Delivery

If you are elderly or disabled, please call us at (833) 828-0830 to see if our in-person pickup option is available in your area.

Alternatively, you may mail or hand-deliver your tax documents to our office at:

1372 Peachtree St. NE, Ste 202

Atlanta, GA 30309

Discount rates may vary and are subject to change. They may not be used in conjunction with any other discounts and may only be applied towards Personal Tax fees.

Students

Our student discount is available for tax years in which you received and must file Form 1098-T.

Senior Citizens

Any taxpayers age 55 or older are eligible for our senior citizen discount.

Military Personnel

To qualify for our military discount, active duty personnel, reservists, and veterans must complete our ID verification process.

Yes, we can help non-resident individuals and taxpayers with a non-resident spouse file their U.S. tax returns.

Our self-employed tax plan is for single-member LLCs (only one business owner).

Our partnership tax plan is for multi-member LLCs (more than one business owner).

Our corporate tax plan is for LLCs who elected to be treated as a small corporation ("S-Corp").

Our accuracy guarantee is to prepare a thorough and accurate tax return or your money back.

Our ability to prepare an accurate tax return is limited to the information and documents you provide during our intake process. Any additional information or documents discovered on your behalf that are not brought to our attention prior to filing are outside of the scope of our accuracy guarantee. However, we are happy to assist you by amending the return filed to ensure you have met your tax compliance requirements.

In the unlikely event that we caused an error or you receive a tax notice or audit, we will work with our audit defense partner to resolve to matter and issue you a full refund for our tax preparation fees. In addition, you will still keep the identity theft restoration services.

It's our responsibility to ensure we help prevent tax fraud and identity theft. We are required to confirm every taxpayers identity before filing a return on their behalf.

To make it easier for our customers, we offer a remote online option to confirm your identity. You'll need to have a copy of your government-issued photo ID card and answer a few questions based on information pulled from public records, commonly referred to as "KBA" (knowledge-based authentication) questions.

Alternatively, taxpayers who reside near our Atlanta office are welcome to join us in-person for the entire tax preparation process. Our office is wheelchair accessible with plenty of refreshments and comfortable seating for you and your family.

At this moment, we do not provide onsite cash or check refund advances. 

Yes. Finalytics provides tax preparation services for both individuals and privately held businesses and non-profit organizations. Click here to see our business tax preparation plans & pricing.

At the moment, we do not provide tax preparation for publicly traded companies or estates & trusts. We plan to support these entities in 2027 for the 2026 tax year.