Priority turnaround (in as little as 48 hours!)
Max refund guarantee
Friendly, human tax pros-not bots
Exclusive experience with trusted results
Fast-track document review, filing
Free consultation (first 15 mins)
$500
Tax Software (1040, Sch C, etc.)
Standard Operating Procedures (SOP)
Customizable Business Plan Template
Bank Products Integration
Access to Tax Industry Loan Options
Client Intake Forms
IRS Due Diligence Checklists (helps them stay compliant)
Tax Organizer Template (for clients to submit info in an organized way)
Monthly Q&A Email Access (1 email per month allowed for questions)
$1200
All from Premium Package
Mentorship Access (calls, chat support, guidance)
EFIN Setup Assistance
Automation Templates (email follow-ups, reminders)
Custom Website
Sales Funnel (for client booking or tax affiliate recruitment)
Bank Product Setup
Access to Loan Options
Ongoing support
30-Min Tax Strategy Call (to help them start strong)
6-Week Onboarding Plan (what to do each week to launch your tax business)
End-of-Year Tax Planning Checklist
Services include: Individual Tax Filing, Business Tax Filing, Amendment Services, Virtual Consultations, Tax Season Prep Sessions & more.
"I keep going back for a reason"
“This makes year number three for me, and I keep going back for a reason... just trust me!”
SMJ Tax Firm and Associates will always be my first choice. I didn’t have to worry about being defrauded or having forms done wrong because they’re knowledgeable and strictly by the book.
— Damion M.
"you’ll never be in fear — only in control."
“One of the most pleasant and professional tax services I’ve experienced.”
SMJ helps you remove assumptions and face taxes head-on by keeping you informed year-round. When you understand the rules and follow them, you’ll never be in fear — only in control.
— Millie S.
"thorough, professional, and consistent!"
“Excellent service.”
SMJ is thorough, professional, and consistent!
— Demario L.
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
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