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Individuals

Individual Tax Preparation Services

We offer top-of-the-line individual tax preparation services designed to be accurate, efficient, and affordable. Whether your return is simple or complex, our goal is to ensure your taxes are prepared correctly while maximizing eligible deductions and credits under current tax law.

For taxpayers who qualify, refund advance options may be available through EPS Financial. Eligibility is subject to program terms, underwriting, and approval by the third-party financial institution. Refund advances are not guaranteed.

We provide both fully remote and in-person tax preparation services. Remote clients use SecureFile Pro for encrypted document uploads, secure messaging, and protected access to sensitive information, ensuring your data remains safe throughout the process.

Disclaimer: Refund advance products are offered by third-party financial institutions and administered through EPS Financial. Availability, approval, advance amounts, fees, and terms are subject to eligibility requirements and underwriting and are not guaranteed. Cavalry Tax does not issue refund advances and is not a lender. Remote services are provided through SecureFile Pro using encrypted file sharing and secure messaging.

Business Tax Services

Clarity. Confidence. Compliance.

Running a business is hard enough — worrying about whether you chose the right entity, handled payroll correctly, or tracked your numbers accurately shouldn’t keep you up at night.

Many business owners come to us feeling uncertain:

  • Did I pick the wrong entity type?
  • Am I paying too much in taxes?
  • What if my books aren’t right?
  • I don’t really know what my numbers are telling me.

That uncertainty can lead to missed opportunities, overpaid taxes, and unnecessary stress. At Cavalry Tax, we replace confusion with confidence.

We don’t just prepare business tax returns — we help you understand how your business is taxed, why it’s taxed that way, and how to make smarter financial decisions going forward.

We Help You Navigate the Big Decisions

Entity Structure

Choosing between a sole proprietorship, partnership, S-Corporation, or C-Corporation can feel overwhelming. We review your business activity, income, and goals to ensure your entity structure supports both compliance and tax efficiency.

Payroll & Compliance

Payroll mistakes are expensive and stressful. We help ensure payroll is set up properly, wages are reasonable, and filings align with your tax strategy — especially for S-Corporation owners.

Bookkeeping & Financial Insight

Clean books aren’t just for the IRS — they are essential for better decision-making. Accurate financials allow you to understand profitability, control cash flow, plan for taxes proactively, and make informed growth decisions.

What We Need to Prepare Business Taxes

  • Clean books
  • Profit & Loss Statement
  • Balance Sheet

If You Have a Bookkeeper

Simply share your reports with us through our secure file portal for safe and encrypted document exchange.

If You Don’t Have a Bookkeeper

No problem. You may provide your financial reports yourself, or we can perform a one-time bookkeeping cleanup to bring your books up to date (priced separately from tax preparation).

Save Money With Ongoing Bookkeeping Support

Many clients find that enrolling in our monthly bookkeeping service reduces overall costs. Clean books mean fewer surprises, faster tax preparation, lower cleanup fees, and better year-round financial clarity.

You don’t have to navigate business taxes alone.
Contact Cavalry Tax today and let’s build a smarter, clearer tax strategy for your business.

Bookkeeping Services

Accurate bookkeeping is the foundation of every successful business. Without it, business owners are left guessing — unsure of cash flow, profitability, or whether they’re setting themselves up for costly tax surprises. At Cavalry Tax, we eliminate that uncertainty by providing reliable, CPA-guided bookkeeping using QuickBooks Online.

We work exclusively in QuickBooks Online to ensure your books are secure, accessible, and built to support better financial decision-making. If you don’t already have a QuickBooks subscription, we can provide one for you. When QuickBooks is purchased through us, we offer discounted bookkeeping pricing.

If you already use QuickBooks Online, we simply request accountant access. This allows us to seamlessly manage your bookkeeping while keeping your existing setup intact.

What Our Bookkeeping Includes

  • Categorizing and reviewing business transactions
  • Reconciling bank and credit card accounts
  • Maintaining accurate and consistent financial records
  • Preparing clean end-of-year financial reports for tax preparation
  • Providing clarity so you always know where your business stands

Clean books don’t just make tax time easier — they help you avoid overpaying in taxes, improve cash flow management, and make confident business decisions. Whether you’re a new business owner or an established company, every business needs bookkeeping to operate efficiently and stay compliant.

Pricing & Next Steps

Because every business is different, bookkeeping pricing depends on transaction volume, complexity, and your specific needs. We begin with a free 30-minute consultation to confirm our services are the right fit. Pricing is discussed transparently during the call.

If you’re tired of uncertainty, last-minute scrambling, or tax-time stress, professional bookkeeping isn’t a luxury — it’s a necessity. Let Cavalry Tax handle the numbers so you can focus on growing your business.

Schedule your free consultation today.

Tax Advisory Services

Have tax questions?
Not sure how you’re being taxed—or whether your current structure is costing you more than it should?

Many business owners and individuals feel uncertain about taxes because they don’t know what they don’t know. That uncertainty often leads to missed deductions, unnecessary taxes, or decisions that quietly create problems over time.

Common Questions We Help Clients Answer:

  • How am I being taxed right now—and is it the most efficient way?
  • What tax structure is right for my business?
  • Am I paying too much in self-employment or payroll taxes?
  • What expenses can I legally deduct without raising red flags?
  • How will my tax situation change as my income grows?
  • What should I be doing now to avoid surprises at tax time?

Why a One-on-One Tax Advisory Call Matters

Online advice and tax software can’t see your full picture. During a private consultation, you’ll speak directly with a CPA who reviews your situation, explains your current tax structure in plain language, and provides guidance tailored to your goals.

This is not a sales call. It’s a focused advisory session designed to give you clarity, confidence, and direction—so you can make informed decisions without guesswork.

Capacity is limited to ensure each client receives individualized attention. Secure your appointment as soon as possible to avoid delays.

Schedule Your Tax Advisory Call