Tax Preparation

Keep Every Dollar
You're Actually Owed.

Personal returns, family credits, gig-driver 1099s, and small business filings — prepared by people who will still pick up the phone in July.

Book Your Appointment Drive for Uber or DoorDash?
Who We File For

Built Around Your Situation

Different filers have different problems. We handle all four under one roof.
👪

Families

Earned Income Tax Credit, Child Tax Credit, Child and Dependent Care Credit, head of household status. The credits families most often leave on the table.

🚗

Gig & 1099 Workers

Rideshare and delivery drivers, contractors, and anyone with a 1099-NEC or 1099-K. Mileage, phone, supplies, and quarterly estimates handled properly.

🏢

Small Business

Schedule C sole proprietors, single-member LLCs, partnerships, and S corporations. Entity questions answered before they cost you money.

📜

Catching Up

Behind a year or three? Unfiled returns, IRS notices, and payment plans. We start where you are, without the lecture.

Services

What's Included

Straightforward preparation and the follow-through that usually isn't included.

Preparation & Filing

  • ✓ Federal and state individual returns
  • ✓ Business returns and Schedule C
  • ✓ Multi-state and part-year filings
  • ✓ Prior-year and amended returns
  • ✓ Electronic filing and direct deposit

Credits & Deductions

  • ✓ EITC and Child Tax Credit review
  • ✓ Child and dependent care
  • ✓ Education credits
  • ✓ Mileage and vehicle expense
  • ✓ Home office and self-employment

Year-Round Support

  • ✓ Quarterly estimated payments
  • ✓ IRS and state notice response
  • ✓ Entity selection guidance
  • ✓ Recordkeeping setup
  • ✓ Next-year planning conversation
For Drivers

Driving Is a Business.
File Like It.

If you drive for Uber, Lyft, DoorDash, Instacart, or Amazon Flex, nobody withheld anything for you all year. That is the whole problem — and it is also the opportunity, because a driver filing correctly claims deductions a W-2 employee never sees.

We rent vehicles to gig drivers through Opportunity Tree Auto Group, so this is the return we see most.

  • ▸ Standard mileage vs. actual expense — run both ways, take the better one
  • ▸ Rental payments, tolls, parking, and car washes
  • ▸ Phone, data plan, and mounts, prorated to business use
  • ▸ Multiple 1099-NEC and 1099-K forms reconciled together
  • ▸ Self-employment tax and the quarterly estimates that prevent April surprises
  • ▸ Qualified business income deduction where you're eligible
Process

Four Steps, No Mystery

You'll know the price before we start and see the return before it's filed.
01

Reach Out

Tell us your situation. We'll say what documents to gather and quote the fee up front.

02

Send Documents

Securely, in person or remotely. W-2s, 1099s, expense records, prior-year return.

03

We Prepare It

We build the return, check every credit you qualify for, and walk you through it before anything is filed.

04

File & Follow Up

Electronic filing with direct deposit. If a notice arrives later, you call us, not a hotline.

Questions

Straight Answers

The things people actually ask before booking.
What does it cost?
It depends on the return — a single W-2 filer and a driver with three 1099s and a mileage log are different jobs. You get a quote before we begin, and it doesn't change unless your situation does.
How big will my refund be?
Nobody can tell you that before seeing your documents, and you should be skeptical of anyone who does. What we can promise is that we'll check every credit and deduction you qualify for and explain the result line by line.
I haven't filed in a few years. Can you help?
Yes, and it's more common than you'd think. We file the back years, deal with any notices, and set up a payment plan if you owe. The situation almost always gets better once the returns are actually filed.
I drive gig apps. Do I really need to file quarterly?
If you expect to owe roughly $1,000 or more for the year, estimated payments generally apply and skipping them can bring an underpayment penalty. We calculate what you should send and when, so April isn't a surprise.
Can I deduct my rental car if I drive for Uber?
Rental payments for a vehicle used in your driving business are generally deductible as an actual expense — but you can't combine that with the standard mileage rate. We run it both ways and use whichever produces the better result for you.
What if I get audited?
We stand behind the returns we prepare. If a notice or examination comes back on a return we filed, we help you respond and explain the positions we took.
Get Started

Let's Get It Filed

Tell us your situation and we'll get back to you within 24 hours.
Book Your Appointment

Opportunity Tree provides tax preparation services. Information on this page is general and is not tax advice for your specific situation. Tax outcomes depend on your individual circumstances; no particular refund amount, credit eligibility, or result is promised. Fees are for preparation services and are never contingent on the size of a refund.