Accurate. Reliable.
Designed for Your Financial
Peace of Mind.

Tax services that help you file with confidence and maximize your refund.

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What We Offer

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.

Individual Filing Business Filing Tax Amendments Audit Support
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Start My Tax Filing

Why Clients Choose PFS

No Upfront Payments

No Upfront Payments

Clients can file with zero out-of-pocket cost when using Refund Transfer. Tax preparation fees are deducted directly from the refund.

Fast Cash Advance Options

Fast Cash Advance Options

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.

Identity & Audit Protection

Identity & Audit Protection

Clients receive identity theft restoration services and audit protection. Support is provided for IRS notices and inquiries.

Secure Client Portal

Secure Client Portal

A streamlined online portal allows for document uploads, e-signatures, and progress tracking with full transparency.

Services

Individual Tax Preparation

Tailored support for everyday earners, families, and individuals with multiple income sources.

Individual Filings

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.

Services

Business Tax Preparation

Expert support for contractors, gig workers, self-employed individuals, and single-member LLC owners.

Business Filings

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.

Services

Tax Amendments

Support for correcting previously filed returns so your records reflect the right information and the right refund.

Return Corrections

Support for correcting previously filed returns. Amendments cover incorrect refunds, missing income, IRS correction letters, and errors from other preparers.

How It Works

Our Filing Process

1
Start the Client Intake

Complete the intake form, upload required documents, and verify your identity.

2
Document Review

Your documents are reviewed for completeness and accuracy.

3
Return Preparation

Your return is prepared using all credits and deductions you qualify for.

4
Review and Sign

You receive your completed return for approval. Payment or refund transfer is finalized here.

5
E-File Submission & Final Copy

Your return is submitted to the IRS and state. A final copy and refund tracking link are provided.

Ready to File Your Taxes?

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.