The Smarter Way to Get Your Taxes Prepared

Tax Smart Retiree makes it easy, convenient and very affordable to get your taxes done…right.

Smart Alec | Tax Smart RetireeDon’t you have better things to do than pouring over tax docs or software?

Yeah…that’s what we thought. Life gets better when you off-load some of the “tasks” you don’t enjoy, like preparing your taxes. Ugh. Our “Smart Alec’s” LOVE crunching numbers, plus they’re really good at it which means they could quite possibly get you a bigger refund and make sure it all gets done on time.

TAX SPECIALISTS

Whether your taxes are simple or a bit more complex, our network gives you access to reliable professionals who make tax prep look easy.

UPLOAD YOUR DOCS & YOU’RE DONE

Your only task is to upload your tax documents to us and we do the rest. If we could figure out a way to do this for you too, we would. 🙂

DON’T DO TAXES…DO SOMETHING FUN INSTEAD

We love taxes. You…maybe not so much. Go ahead…go do something fun, we’ve got you covered. And we might just find some extra money to help you have even more fun.

NOT JUST ONE AND DONE

We’re not just here for you at tax time. We’re available throughout the year to answer questions and provide support for any tax issues you have.

STRAIGHTFORWARD FLAT FEES

No surprises. No tracking hours. Just one flat, fair affordable fee.

 YOUR INFO IS SECURE WITH US

We use the highest levels of encryption and multiple layers of authentication so you can feel secure with our service.

What If? Audit

Let Us Show You HOW MUCH We Could Have SAVED You on Your Tax Return

WHAT IF we could save you MONEY with some BRIGHT IDEAS? Find out NOW!

It’s easy. We just need a copy of your most recent tax return. We’ll then address the question, “What If you did things differently on your return?”  We’ll show you how you could have been more tax efficient and set you up to pay less taxes next year.

How it Works

Schedule A Tax Consultation

A tax specialist will review our tax prep process and get you started.

Upload Your W2s, 1099s and Other Docs

We’ll set you up with your own tax portal to upload and store your tax documents and returns when they’re completed.

Completed Tax Review

We’ll conduct a tax review call to go over your return and our advice.

Tax Prep for Everyone

We work with peeps in all walks of life…individuals, small biz owners and independent contactors. Focus on your life or business…we’ll worry about the financials.

Affordable Tax Preparation Fees

Personal Tax
Preparation (without planning)

$250

Our “Smart Alec” tax specialists will prepare your personal federal tax return (1040) and equivalent state(s) and local forms required. We also file your returns for you.

Personal Tax
Preparation (with planning)

$100

Our “Smart Alec” tax specialists will prepare your personal federal tax return (1040) and equivalent state(s) and local forms required. We also file your returns for you.

Business Tax
Preparation

$650

Our “Smart Alec” tax specialists know business taxes too. We prepare and file all required forms Schedule C, 1065, 1120, 1120-S and if needed state(s) and local forms.

Business and Personal
Tax Preparation

$850

We offer a combination fee for one business tax return and one personal income tax return for a combo savings. This includes all federal and state filings, forms, and schedules.

Talk to a Smart Alec Today