Your Comprehensive Tax Prep and Bookkeeping Solution for Financial Success

We collaborate with you to understand your unique financial needs and provide tailored accounting services. By utilizing the latest strategies and tools, we optimize your financial management and drive business growth.

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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.

QuickBooks ProAdvisor - Level 1 & 2

Trusted Processing Partner
To keep your tax return accurate, compliant, and filed on time, Elevate Financial Group partners with Smart File Solutions for secure tax processing.

You still work directly with Elevate from start to finish.
We handle your intake, communication, review, support, and final delivery.
Smart File Solutions simply handles the back-end preparation so your return moves faster and stays compliant.

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.

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.