Tax services that help you file with confidence and maximize your refund.
Pearson Financial Services provides complete tax preparation for individuals, families, and small business owners. Our process is secure, organized, and designed to help you achieve the highest legal refund possible — including current-year filings, prior-year filings, and tax amendments.
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Clients can file with zero out-of-pocket cost when using Refund Transfer. Tax preparation fees are deducted directly from the refund.
Qualifying clients may access a tax refund advance up to $7,000. Funds may be available the same day or next day depending on approval.
Clients receive identity theft restoration services and audit protection. Support is provided for IRS notices and inquiries.
A streamlined online portal allows for document uploads, e-signatures, and progress tracking with full transparency.
Tailored support for everyday earners, families, and individuals with multiple income sources.
Ideal for W2 employees, families with dependents, individuals with credits or deductions, and taxpayers with multiple income sources. Returns are prepared with accuracy and up-to-date tax law knowledge.
Expert support for contractors, gig workers, self-employed individuals, and single-member LLC owners.
Ideal for contractors, gig workers, self-employed individuals, and single-member LLC owners. Schedule C filings are reviewed line by line to capture every eligible business deduction and ensure complete tax accuracy.
Support for correcting previously filed returns so your records reflect the right information and the right refund.
Support for correcting previously filed returns. Amendments cover incorrect refunds, missing income, IRS correction letters, and errors from other preparers.
Complete the intake form, upload required documents, and verify your identity.
Your documents are reviewed for completeness and accuracy.
Your return is prepared using all credits and deductions you qualify for.
You receive your completed return for approval. Payment or refund transfer is finalized here.
Your return is submitted to the IRS and state. A final copy and refund tracking link are provided.
Whether you're filing for the first time, updating past returns, or looking to maximize your refund, Pearson Financial Services is here to guide you every step of the way.