Refer a Friend, Get $30

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    • Home
    • Our Services
    • Resources
    • CLIENT INTAKE
    • Contact Us
  • Home
  • Our Services
  • Resources
  • CLIENT INTAKE
  • Contact Us

Serving Our Community SINCE 2015.

Who we serve

Refer a friend, get $30!!!

Find out more

About us.

Tax time can be extremely stressful for individuals and small business owners. Our team has been serving the community since 2015. New tax laws and COVID-19 have made taxes more complicated. Our goal is to provide professional, competent, and customized tax preparation that caters to your individual needs.

The tax experts at Catered To You Tax Services strive to make your tax experience as simple as possible. What sets us apart from other firms is that all of our preparers are IRS A.F.S.P.'s or Enrolled Agents. We provide virtual tax preparation sessions, year round access to secured online tax document storage, and representation services. We pride ourselves in our services and stand behind every return we prepare! We are licensed and insured. 

Steps and directions

Step 1.

Step 1.

Step 1.

Fill out the client intake form and we will contact you by close of business.

Step 2.

Step 1.

Step 1.

Upload required documents through our secure app. We will reach out once we start the return. 

Step 3.

Step 1.

Step 3.

When your return is completed, your tax specialist will set a virtual appointment to review your return. Your documents will be uploaded and shared through the app.

important forms

client intake.

Aditional information.

Aditional information.

Start the tax preparation process by completing our secure client intake form. 


Client intake form

Aditional information.

Aditional information.

Aditional information.

Upload additional information here if you’ve already completed a client intake form and need to add additional info. 

upload aditional info

IRS/STATE CORRESPONDENCE.

IRS/STATE CORRESPONDENCE.

IRS/STATE CORRESPONDENCE.

Take clear photos of all IRS/State correspondence pages received. 


upload correspondence

Where's my refund?

IRS/STATE CORRESPONDENCE.

IRS/STATE CORRESPONDENCE.

Check the status of your federal refund status here.



check status

services we offer

Taxes:

Management

Management

  • Individual and Business Return 
  • Past Due Tax Returns 
  • Amended Returns 

Management

Management

Management

  • Tax Planning

Advisory

Management

Advisory

  • Audits
  • Tax Representation

 Phone: 202-519-2333 | Fax: 202-803-8281 | Email: info@cateredtoyoutaxservices.com 


Copyright © 2022 Catered To You Tax Services - All Rights Reserved.


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