Tax preparation
The company advertises personal and business tax preparation. Describe your return before asking for a quote: an individual wage return, a partnership, a corporation and a multistate business can involve different work. Ask which returns, states and follow-up services the proposed fee includes.
Bookkeeping and ongoing records
Bookkeeping is listed among the firm’s services. Useful questions concern the reporting period, bank reconciliations, responsibility for categorising transactions, software access and who resolves missing documents. A monthly engagement and a one-time catch-up project should have separate written scopes.
Education, credit and support programs
The public service overview also mentions financial literacy and credit repair. The United Shield page describes an ongoing support program. Ask the business to confirm the current availability, provider, exclusions and cancellation terms of any service you are considering. This directory does not sell those services.
Professional software enquiries
A separate part of the official site markets software packages for tax offices. Those enquiries differ from having a personal return prepared. See the software overview here, then use the company’s official channel for current product and contract details.
Sources and scope
- Company: current service descriptions
- Company: United Shield program
- Company: tax software information
Sources reviewed 21 October 2026. Business descriptions reflect published information; availability and engagement terms must be confirmed with the provider. General guidance is not individual tax, financial or legal advice.