🔒 Encrypted connections · Role-based document access · Personal, hands-on tax preparation
About Us

A dedicated tax preparation firm, built on trust

Delivering precise, compliant, and timely tax solutions for individuals and businesses — for over 20 years.

Our Mission

Reliable, personalized tax preparation you can act on with confidence

Our mission is to deliver reliable and personalized tax return preparation services that empower individuals and businesses to make informed financial decisions with confidence.

Our vision is to be the most trusted partner for transformative financial solutions, driving sustainable success for the businesses and families we serve.

  • Every engagement reviewed by a credentialed professional before filing
  • Based in Lewes, Delaware — serving clients nationwide
  • A security program built around IRS and FTC requirements
T3 TrustTide, By the Numbers
20+Years in Business
20K+Clients Served
$1M+Saved Last Year
98%
98% Client RetentionClients who stay with us year after year
🎓
50+ Professional ExpertsEnrolled Agents and CPAs on staff
🌎
Nationwide + Expat FilingsAll 50 states, plus U.S. citizens abroad
20+Years of Industry Experience
50+Professional Experts
20,000+Trusted Clients
98%Client Retention Rate
What Sets Us Apart

Why clients choose to stay

🤝

A Personalized Approach

We take the time to understand each client's unique financial circumstances — not a one-size-fits-all template.

🎓

Certified Accountants & Advisors

Our team is made up of Enrolled Agents (EAs) and Certified Public Accountants (CPAs).

💡

Tech-Driven Reporting

Modern tools and a secure portal, without losing the personal attention of a real preparer.

🔍

Transparent, Scalable Pricing

Clear pricing that grows with you, from a simple individual return to a growing business.

Two team members reviewing planning notes and laptops at a desk
Every Return, Reviewed
EA
Enrolled AgentsFederally licensed tax practitioners
On Staff
CPA
Certified Public AccountantsLicensed accounting professionals
On Staff
Credentialed ReviewEvery return checked before it's ever filed
Always
Our Team

A credentialed team, not a call center

Our team comprises Enrolled Agents (EAs) and Certified Public Accountants (CPAs), with every engagement reviewed by a credentialed professional before filing.

We serve individuals, families, freelancers, and small business owners who want accuracy and a professional relationship — not just software running on autopilot.

Our Journey

Two decades, one focus

2005

Founded in Delaware

Opened our doors as a small local tax preparation practice.

2014

Added Business Services

Expanded into 1120S, 1065, trust, and gift tax return preparation for growing businesses.

2020

Went Nationwide

Began serving individuals and businesses across all 50 states, plus expats abroad.

2026

Launched the Client Portal

Secure document uploads, real-time status, and Tia — our AI guide — all in one place.

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Tia — AI Assistant
Typically replies instantly
Hi! I'm Tia. Ask me about documents, deadlines, pricing, security, tax estimates, or how our portal works — I'm happy to help.