TeamBX TaxPrep

Services

We Are Your Trusted Financial Advisors

At TeamBX TaxPrep, we are not just tax preparers; we are your dedicated financial advisors committed to maximizing your financial well-being. Our suite of specialized services focuses on personalized financial guidance, ensuring both individuals and businesses navigate the complex world of taxes with confidence.

Personal Tax

Get your personal taxes done right with accurate preparation, tailored strategies, and year-round support to help you keep more of your hard-earned money and stay stress-free.

Financial Coaching

Take control of your finances with personalized coaching designed to help you budget smarter, manage debt, build savings, improve your credit, and achieve your financial goals. Let’s create a plan that works for you!

S-Corporation

Simplify your S-Corp taxes with expert preparation and strategies to minimize liability, stay compliant, and maximize your business’s financial potential. Let’s handle the details so you can focus on growth!

Credit Boost Program

This package includes up to 5 rounds of dispute letters to challenge inaccurate information on your credit report, helping you take the first steps toward improving your credit and reaching your financial goals.

STEP BY STEP TAX PREPARATION PROCESS.

1. Get Started by Joining the TeamBX Waitlist
Secure your spot for a stress-free tax preparation experience by signing up. (This step can be bypassed)
2. Create at your Onboardible Secure Portal.
3. Read and Sign the Engagement Letter in
Confirm your partnership with TeamBX Tax Prep to get started.
4. Complete Your Application in Onboardible
Fill out your details in the Onboardible portal to set up your personalized tax prep process.
5. Start Loading Your Tax Documents in you portal – Upload all necessary documents, such as W-2s, 1099s, receipts, business expense records, and prior tax returns.
6. Schedule Your 1-on-1 Tax Preparation Appointment Once your documents are uploaded, book your consultation to identify deductions, credits, and strategies specific to you.
7. Request an Advance Up to $7,000 Before E-Filing Need funds quickly? You can request a refund advance of up to $7,000 before your return is filed.
8. Choose your form of payment
Direct Deposit Through Refund Advantage or Upfront Payment Through a Secure Payment Link.
9. Review Your Tax Return
After preparation, you’ll receive a detailed breakdown to review. Discuss any question or changes with me before filling.
10. E-File Your Taxes
We will handle submission to the IRS, ensuring accuracy and compliance with TaxPrep.
11. Send 5 Referrals
Share your experience by referring friends, family, or colleagues to TeamBx TaxPrep.
12. Write a review or Send a Review Video
Help others discover our services by sharing your feedback in writing or through a video testimonial.

Financial Coaching

Why Choose TeamBX for Financial Coaching?

 Our Financial Coaching services are designed to help you take control of your finances and build a solid foundation for long-term success. Whether you need help creating a realistic budget, managing debt, improving your credit, or setting financial goals, we provide personalized strategies tailored to your unique needs. We’ll guide you in building savings, understanding your credit report, and making sound financial decisions. With a comprehensive approach, we focus on empowering you to achieve financial stability and confidence. Let’s work together to create a winning financial game plan that sets you up for success.

Improve your Credit!

Flip Your Taxes & Credit Repair Special. Whether you’re addressing credit challenges or looking to strengthen your financial stability, this is the perfect opportunity to make progress.

Special Offer:

  • If you filed your taxes with TeamBX: Enjoy credit repair services for just $399 for 4 months.
  • New to TeamBX? Access these services for only $599 for 4 months.

Build Your Credit!

With strategic use, a credit builder enhances credit scores, opens financial opportunities, and secures your financial future. Whether you’re starting or rebuilding credit, it’s a valuable ally on your path to financial well-being.

How We Help Educators and Coaches with Their Taxes

At TeamBX TaxPrep, we specialize in helping educators and coaches navigate their unique tax situations with ease and confidence. Whether it’s maximizing deductions for classroom supplies, managing expenses for side hustles like tutoring or coaching camps, or optimizing your W-4 to avoid surprises, we’re here to create a personalized tax strategy just for you. We understand the challenges you face because we’ve been there—balancing the demands of educating and coaching while striving for financial stability. Our goal is to simplify your taxes, help you keep more of your hard-earned money, and provide year-round support to ensure you’re always prepared. With TeamBX, you can focus on shaping the leaders of tomorrow while we take care of the rest.

Credit Repair

One-time Fee
$ 599
4 Months
Credit Education
Score Simulator and Tracker
Score Simulator and Tracker
Personalized Spending Plan
Financial Coaching Discovery Call
Student Loan Solutions
Wealth Management Tools
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