Why Choose Us
The difference is in the details — and the documentation.
Most tax preparers move volume. We move outcomes. Here's what working with Major Finance actually looks like.
Specialist-level expertise
We don't dabble in 1099 or self-employed returns — they're our specialty. We know the deductions, the audit triggers, and the documentation needed.
Audit-ready documentation
Every deduction is traceable to a source document. If the IRS ever asks, you have answers ready in writing — not scrambled at the last minute.
Maximum legal refunds
We work through credits and deductions methodically — EITC, CTC, education, retirement, business expenses — to capture every dollar you're owed.
Compliant, never reckless
Other preparers inflate to win clients. We file returns that hold up under scrutiny — bigger long-term outcomes, zero exposure.
Plain-English explanations
We walk you through your return line by line so you understand exactly what we filed and why. You're never in the dark.
Year-round support
Tax season ends in April. Your business and finances don't. We're here for quarterly estimates, life changes, and IRS notices — all year.
Our process
A clear, repeatable system that produces clean returns every time.
01
Consultation
Free intake call to understand your situation and confirm fit.
02
Documentation
We organize income, expenses, and statements into a clean file.
03
Preparation
Your return is built methodically — every credit and deduction reviewed.
04
Filing & Follow-up
We e-file, deliver your copy, and stay available year-round.