Minimize Your Stress.
THE LOYALTY DIFFERENCE
Thousands of individuals, freelancers, and small business owners choose Loyalty Tax Solutions because we deliver more than accurate tax preparation — we deliver confidence. As trusted tax planning experts, we provide personalized strategies, maximize refunds, and ensure full IRS compliance with every filing. Our commitment to transparency, year-round support, and real relationships sets us apart from ordinary tax services. Whether you need small business tax help, self-employed filing, or proactive tax planning, our experienced team works with precision and care to help you achieve lasting financial success — because your trust is our greatest return.
OUR SERVICES
Core Tax Services
Focuses on fundamental tax compliance and preparation. This includes the accurate filing of individual (1040) and business (1120, 1065, etc.) tax returns, ensuring all required forms are submitted correctly and on time to avoid penalties.
Specialized Services
Provides proactive tax planning and advisory for complex situations. This includes strategic long-term tax optimization, state and local tax (SALT) consulting, international tax issues, and specialized studies like Research & Development (R&D) tax credits or Cost Segregation.
Additional Value Services
Offers comprehensive financial management and year-round support to enhance the client experience. Services may include bookkeeping, payroll management, assistance with financial statements (compilations, reviews), credit repair, and tax refund advances.
WHO WE SERVE
Individuals & Families
Self-Employed & Freelancers
Small Business Owners
Your Worry-Free Filing Process3 Simple Steps to a Maximum Refund with Loyal Tax Solutions
Contact us by phone or email to schedule your initial consultation.
We instantly set up your secure digital file and provide a personalized checklist to ensure you gather every necessary document—from W-2s and 1099s to mortgage statements and charitable receipts.
Securely upload all required documents.
Our Enrolled Agents (EAs) and tax experts take over. We prepare your full federal and state return, meticulously analyzing your data to apply every applicable deduction and credit, legally maximizing your refund or minimizing your tax due. We then run a multi-point Quality Assurance (QA) check for accuracy.
Review the final draft of your tax return with your dedicated preparer (via phone or video conference) and electronically sign the authorization form.
We immediately electronically file (e-file) your completed return with the IRS and state authorities. We then send you a final copy for your records and confirm the official acceptance, providing you with peace of mind that your filing is complete and accurate.
Forms & Resources
Streamline your experience with Loyalty Tax Solutions. From client intake to partnerships, all the essential forms you need are right here — safe, simple, and ready to go.
Tax Client Intake – File with Confidence
Share your info securely so our experts can prepare your taxes accurately and maximize your refund.
CLICK HERECo-Branding Information – Custom Branding
Submit your business details so we can build and deliver your branded tax software quickly and accurately.
CLICK HERETax Preparer Intake – Join Our Team
Verify your information and start your onboarding as a certified preparer with Loyalty Tax Solutions.
CLICK HEREERO Intake Form – Partner Onboarding
Provide your details for verification and onboarding as an ERO partner. Safe, quick, and fully confidential.
CLICK HERECredit Repair Form
Restore your financial health with expert credit support. Use this form to get started on improving your credit score, disputing errors, and rebuilding your financial future with confidence.
CLICK HEREIdentityIQ Protection Setup
Protect your identity before problems arise. This form helps you enroll in IdentityIQ’s powerful monitoring and protection tools — including credit tracking, fraud alerts, and dark-web monitoring — so you stay safe and informed.
CLICK HERE