From straightforward individual returns to complex business filings, amendments, and tax resolution — our experienced team brings a careful, personal approach to every tax situation.
Professional federal and state return preparation for individuals and families, including W-2 employees, itemized deductions, life changes, and more complex filing situations.
W-2 and household returns
Itemized deductions and credits
Federal and state filing
Self-Employed & 1099 Tax Prep
Practical support for freelancers, contractors, gig workers, and independent professionals who need a confident plan for their tax obligations and deductions.
1099 income and expenses
Estimated tax guidance
Business-use deductions
Business Tax Returns
Reliable preparation and support for sole proprietors, LLCs, partnerships, and corporations — built around your records, entity type, and responsibilities.
Schedule C, S-Corp, Partnership returns
Owner and entity guidance
Year-round tax support
Amendments
Need to correct a previously filed return? We prepare accurate amended returns and help you understand any changes to your refund or balance due.
Federal and state amendments
Correcting errors or omissions
Refund and balance adjustments
Prior-Year Returns
Behind on filing? We help clients catch up on unfiled prior-year federal and state tax returns and advise on the best path forward.
Multiple prior-year returns
Federal and state catch-up filing
Guidance on next steps
Extensions
Need more time to file? We prepare and submit extension requests to give you additional time — and advise on any estimated payments due by the original deadline.
Federal and state extensions
Estimated payment guidance
Avoid late-filing penalties
Tax Estimates
We calculate estimated quarterly tax payments so self-employed clients and business owners stay on track and avoid underpayment penalties throughout the year.
Quarterly payment calculations
Self-employment tax planning
Avoid underpayment penalties
Tax Resolution
Dealing with IRS notices, back taxes, or unresolved tax debt? We provide professional support to help you understand your options and work toward resolution.
IRS notice response
Back tax and debt support
Resolution guidance
Notary Services
Convenient notary services available for clients who need documents notarized as part of their tax or financial process.
Document notarization
Available for tax and financial documents
Convenient scheduling
Audit & Identity-Theft Protection
Optional protection plans available to help safeguard your return and provide professional support in the event of an audit or tax-related identity theft.
Audit support coverage
Identity-theft protection
Peace of mind for every filing
How it works
A Simple, Clear Process From Start to Filed.
We make it easy to move from paperwork to peace of mind. Begin when you are ready, share what is needed, and get clear communication from a team that respects your time.
01
Complete the Intake
Fill out our secure intake form to tell us about your tax situation and what you need.
02
Upload Documents Securely
Send your tax documents through our secure portal — no office visit required.
03
Receive Your Estimate & Approve
We prepare your return and send you a fee estimate. You approve before we proceed.
04
Review & Electronically Sign
Review your completed return, ask any questions, and sign electronically from anywhere.
05
We File & Keep You Updated
D&R files your return and provides status updates so you always know where things stand.
D&R Tax Service
Ready to Get Started?
Start your return online or call or text us at 855-694-6944. Our team is ready to help.