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Tax Services That Work for Real Life

At Coree Financial, we offer a wide range of tax services to match your lifestyle, income, and long-term goals. Whether you’re filing as a W-2 employee, managing a growing business, or juggling multiple 1099s, our licensed professionals have you covered with expert guidance, tailored solutions, and responsive support.

Resources for Clients

Tax Prep Checklist Secure Client Portal

Individual Tax Preparation

Filing your personal return can feel like a maze—filled with forms, confusing terms, and the worry that you’re missing out on deductions. We simplify the process.

  • File with speed and accuracy

  • Claim deductions and credits you may have missed

  • Avoid common filing errors that lead to audits

  • Get support before, during, and after tax season

Who This Is For:

W-2 employees, college students, newlyweds, families with dependents, retirees

Common Questions Answered:

  • Do I qualify for the Earned Income Tax Credit?

  • What if I worked in more than one state this year?

  • Can I claim childcare expenses?

Get Started Today

Business Tax Preparation

From LLCs to partnerships and corporations, Coree Financial provides tax preparation that prioritizes compliance, accuracy, and savings.

  • Identify deductible business expenses

  • Comply with federal and state regulations

  • Avoid underpayment penalties

  • File quarterly and year-end returns

  • Prepare documents for lenders or investors

Who This Is For:

Service providers, consultants, freelancers, retailers, small business owners

You’ll Benefit From:

  • Dedicated tax professional

  • Industry-specific insights

Peace of mind at audit time

File My Business Taxes

Self-Employed Tax Solutions

If you’ve received a 1099 or use platforms like Uber, DoorDash, Etsy, or Shopify, you’re self-employed in the eyes of the IRS. That means different rules—and different strategies.

  • Track mileage and expenses

  • Manage quarterly estimated payments

  • Reduce liabilities through smart deductions

  • Organize earnings across platforms

  • Avoid IRS penalties

Who This Is For:

Gig workers, creatives, freelancers, solopreneurs, real estate agents

We’ll Help You:

  • File your Schedule C with accuracy

  • Use tools to track deductions

Plan ahead for next year’s taxes

Maximize My Refund

Notary Services

Our certified notaries are ready to assist with any official document that requires legal authentication.

What We Notarize:

  • Legal affidavits

  • Loan documentation

  • Real estate transactions

  • Contracts

  • Power of attorney documents

Fast, reliable, and confidential.

Schedule Notary Appointment
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Our Process: Simple & Seamless

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Book a Free Consultation

Meet with a tax professional to discuss your needs.

Submit Your Documents

Use our secure client portal to upload everything we need.

We Prepare Your Return

Our experts review, prepare, and confirm that everything is accurate.

Sign & Submit

You’ll review your return, sign electronically, and we’ll handle the filing.

Get Your Refund

We track your return to ensure you receive your refund as quickly as possible.

Year Round Assistance

We are equipped to help our client year-round with their filling/refund needs

Take Control of Your Tax Journey

Don’t wait until the deadline. Start early and finish strong—with Coree Financial.

Book Your Consultation Today

We offer a comprehensive range of financial consulting services, including financial assessments, investment portfolio analysis, tax planning and optimization, personalized financial strategies, and ongoing financial support.

To get started, you can schedule a free initial consultation with us. During this session, we will discuss your financial goals and determine the best plan to meet your needs.

Your financial planning will be handled by our team of experienced and certified financial consultants, each specializing in different areas to provide you with well-rounded advice.

We take confidentiality very seriously. All client information is securely stored and protected with advanced encryption methods. We adhere to strict privacy policies to ensure your information remains confidential.

  1. Our firm stands out due to our personalized approach, commitment to integrity, and decades of industry experience. We tailor our services to meet the unique needs of each client, ensuring optimal financial outcomes.

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The frequency of updates depends on the plan you choose. Basic plans include annual reviews, standard plans include quarterly reviews, and premium plans offer monthly reviews. Additionally, you will have access to ongoing support and can request updates as needed.

Frequently Asked Questions

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Your Trusted Partner For Stress-Free Tax Preparation.

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