IRS E-File Update
2025 Tax Filing Update: The IRS begins accepting returns on January 26, 2026.
Returns claiming dependents and child-related credits can be filed once the season opens.
Refunds that include EITC or ACTC may be released mid-February.
Effortless Bookkeeping & Tax Prep For Modern Businesses
We help you stay organized year-round, keep your books clean, and file your taxes with confidence. Less stress, fewer surprises, and more clarity about where your business is headed.
Trusted by business owners who want accuracy, order, and real support... not guesswork.
Trusted By Entrepreneurs Who Want Their Numbers Done Right
Helping businesses stay organized, compliant, and ready for tax season.
About Us
Enjoy Personalized Tax And Bookkeeping Services With Expert Care
At Elevate Financial Group, we pride ourselves on delivering professional tax solutions while building long-term relationships with our clients. With years of experience, we focus on providing personalized services tailored to your financial goals.
Comprehensive Tax Planning
Customized Business Bookkeeping
Reliable Support and Guidance
Expert Tax Prep And Bookkeeping Services For Your Success.
Tax Filing
We ensure accurate tax filings, maximizing deductions and minimizing liabilities for a stress-free tax season.
Bookkeeping Services
Our services keep your finances organized, tracking expenses and generating key financial statements.
Financial Planning
Strategic advice to help reduce your tax burden and optimize savings for your personal or business needs.
Payroll Management
Efficient payroll processing to ensure timely and accurate employee payments.
Comprehensive Reports
Detailed financial reports that provide clear insights into your financial health, aiding in better decision-making.
Receipt and Documents Scanning
We turn your loose papers, receipts, and important documents into clean, organized digital files. Giving you clarity and control.
Notary Services – Mississippi Residents
I provide professional notary services for Mississippi residents, including general documents, acknowledgments, affidavits, and more. Appointments are handled with accuracy, discretion, and care.
✔ Mississippi commissioned notary
✔ Appointment-based service
✔ Government-issued ID required
Services provided in accordance with Mississippi notary law.
Our Team
Meet the Elevate Financial Group Family
Juanita Smith
President & Lead Consultant
Guides clients and businesses with organized, practical solutions across all service areas.
Kelvin Smith II
Business Development Representative
Develops advertising and partnerships opportunities that expand Elevate's reach.
QuickBooks Certified ProAdvisor
Level 1 & Level 2
15+ Years Experience
Tax Prep, Bookkeeping & Business Support
Hundred of Returns Prepared
Accurate, On-Time, Done Right
Custom Bookkeeping Solutions Built Around Your Business
Reliable, organized financial support tailored to how your business works.
Every business runs differently. Your bookkeeping plan should match the way you work, not the other way around. During your consultation, I'll review your needs and guide you toward the right level of support... simple, clear and built for your goals.
Contact Us For Financial Solutions Now.
From Monday to Friday, our team is here to provide personalized support and steady guidance to help you move forward with clarity and confidence.
Cost Effective Solutions For Expert Bookkeeping Services.
Enjoy Full Price Transparency, Ensuring You're Always Informed About Your Expenses.
Basic PLAN
$147/m
Access to tax management tools
Monthly financial overview
Annual tax filing support
Priority email support (within 48 hours)
Basic financial strategy consultation
No contracts - cancel anytime
PRO PLAN
$297/m
All features from Basic Plan included.
Quarterly financial reports
Tax-saving advice and consultation
Dedicated account manager
Faster email support (within 24 hours)
No contracts - cancel anytime
PREMIUM PLAN
$497/m
All features from Pro Plan included.
Weekly financial updates
Comprehensive tax planning and strategy
Unlimited phone support
Personalized growth strategy
No contracts - cancel anytime
Frequently Asked Questions
Explore Our Common Queries and Solutions
Financial Services
What services does Elevate Financial Group offer?
We help you get organized, stay compliant, and move toward financial stability. That includes, tax prep, strategic tax planning, bookkeeping, document scanning, shredding, and simple systems designed to make life easier.
How much are your services?
Every client brings a different situation, and I don’t believe in one-size-fits-all pricing. My services are tailored to what you need... nothing more, nothing less. After a quick consultation, I give you a clear price based on your goals, your documents, and the level of support required.
What is the Augusta Rule, and can I use it for my business?
The Augusta Rule (IRS Section 280(g) allows you to rent out your personal residence to your business for up to 14 days per year. Your business can deduct the rental expense, and don't have to report that rental income on your personal taxes. To use it properly, the rental rate must be reasonable for your area, and the home can't be rented more than 14 days total in the year for this deduction.
Can I hire my children as part of my tax strategy?
Yes. Hiring your children to work in your business can be a smart tax planning move when it's done correctly. They must do real, age appropriate work, you must document their hours and tasks, and their pay has to be reasonable for the job. When you keep their annual earnings below the standard deduction (as of 2025 the standard deduction is $14,600), their federal income tax rate stays at 0%, while your business still receives the deduction.
Can you help me stay compliant with hiring my children and using the Augusta Rule?
Yes. I can guide you through both strategies so everything is done the right way. That includes documenting real, age-appropriate work for your children, keeping their earnings below the standard deduction when possible, and making sure your business follows the IRS rules for the Augusta Rule. My goal is to help you use these tax advantages safely, correctly, and with full peace of mind.
Bookkeeping
Do you work with small businesses, individuals, or both?
Both. I help individuals and business owners keep their finances organized and easy to follow.
What bookkeeping software do you use?
I use QuickBooks and other trusted tools that make your financial records clean and accurate.
Can you clean up my books if I’m behind?
Yes. Even if your books are months or years behind, we can get everything back in order.
How often will I receive financial reports?
Most clients prefer quarterly reports, but the schedule is flexible.
Do you offer monthly, quarterly, or annual bookkeeping plans?
Yes. I offer plans at all levels so you can choose what fits your workflow and budget.
Document and Receipt Scanning
What types of documents can you scan?
Receipts, contracts, business records, personal files... anything you need digitized and organized.
How should I prepare my documents before shipping or dropping them off?
Remove staples and paper clips. Grouping things by category helps, but it’s optional. Always ship with a tracking number. For meal receipts, write on the top of the receipt who attended the meal and what the meeting was about.
Will my documents be returned after scanning?
It depends on what you choose. You’ll receive your original documents along with organized digital copies or we can shred certain documents after receipt of your digital copies.
Can you organize the digital files for me?
Absolutely. I label, sort, and organize your files so you can find what you need quickly.
How secure is the scanning process?
Your documents are handled privately from start to finish. Nothing is shared or stored online.
Document Shredding
Do you shred documents on-site or off-site?
Shredding is done off-site using a secure destruction process.
What can I bring to be shredded?
Any paper documents containing personal, financial, or business information.
How do I know my documents are destroyed safely?
We follow a strict chain of custody and use commercial-grade shredding.
Do you provide a certificate of destruction?
Yes, upon request.
Can businesses schedule recurring shredding services?
Yes. Weekly, monthly, or quarterly service schedules are available.
Tax Preparation
What documents do I need to provide for tax prep?
Most clients upload everything online. You'll need to provide your W-2s, 1099s, business income and expenses, and any IRS letter received during the current filing year. I'll also need a copy of your driver's license or state ID, plus Social Security cards for everyone on the return... including your spouse and dependents.
If you want me to scan and total your receipts, you do not need to upload them. If you want me to scan and total them for you (for an additional fee), we can schedule an in-person drop-off or I can share the mailing address after you complete the Document Scanning Intake Form and pricing is agreed upon.
How will I receive my tax return documents?
Once your return is completed, I'll send everything to you securely by email for review and electronic signature. After it's filed, you'll also receive a copy of your final tax documents for your records. If you prefer a printed copy, I can mail one to you for a $10 processing and shipping fee.
Can you help me file back taxes?
Yes. Whether you're one year behind or several, we can file everything properly.
How do tax advances work, and do I qualify?
Refund advances are issued through or partnering bank. After your tax return is prepared, you can prepare an application, and the bank will review your information. Approval, the amount, the funding times are determined solely by the bank based on their criteria. My role is simply to prepare your return and guide you through the application process.
Can you help me fix or amend a tax return?
Yes. If your return needs to be corrected or updated, I can prepare the amendment for you. I'll review the original filing, identify what needs to change, and handle the updated paperwork. The IRS takes longer to process amended returns, but I'll walk you through the steps and the expected timeline so you know exactly what to expect.
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