Tax Preparation Services
Smarter Taxes, Happier Wallet
What We Can Do for You
We’re not a big-name tax chain…and that’s a good thing. At PennySmart Group, you get expert, reliable tax preparation without the inflated fees of national firms. Our experienced, highly qualified preparers deliver accurate results with a personal touch—all at a fraction of the cost. Thanks to secure, cloud-based technology and our low-overhead model, we keep our pricing affordable without ever compromising quality or speed.
We handle a wide range of tax needs, including:
Individual and Family Tax Returns
State Tax Returns (including multi-state filings)
Prior-Year Filings
Tax Amendments and Corrections
IRS Notices, Tax Debts, Penalties and Garnishments (specialized help for cases exceeding $7,000)
Quarterly Estimated Tax Payments (for self-employed, freelancers, and side gigs)
W-4 Withholding Reviews (optimize your paycheck and avoid tax-time surprises)
Bank Products During Tax Season: Pay-from-Refund options; Tax Advance Loans (if eligible)
Whether your tax situation is simple or complex, we’ll make the process smooth, accurate, and stress-free.
Two Easy Ways to File Your Taxes
1
Virtual Appointment – Fast and Convenient
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Schedule your appointment.
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Complete a quick self-guided interview via our secure portal and upload your tax docs.
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Discuss your return with an expert tax preparer.
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E-sign your return—we’ll e-file or mail it for you.
2
Mobile Tax Service – We Come to You!
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Schedule your appointment.
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Complete a quick self-guided interview via our secure portal and upload your tax docs.
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We’ll come to your location and finalize your return on the spot. (Travel fees apply in Charlotte, DeSoto, Lee, and Sarasota Counties.)
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E-sign your return—we’ll e-file or mail it for you.
Why Choose PennySmart Group for Tax Services?
Affordable pricing with no hidden fees
Fast, secure and personalized service
Help with back taxes, IRS letters and tax debt
Real people, real answers—not just software
Ready to Get Started?
Curious About Your Tax Refund? Not ready to file yet? Find out what your refund might look like in minutes! Use our FREE Tax Refund Estimator to get an instant estimate of your federal refund—fast, easy, and secure.