TAX PREP & PLANNING | The Winston CPA Group
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Welcome to Winston CPA Group.

Your Trusted Partner in Tax Preparation and Planning.

At Winston CPA Group, we understand that taxes can be complex and overwhelming. That's why we're here to guide you every step of the way, providing top-notch tax preparation and planning services that go beyond the numbers.


Our mission is simple: to empower you with the knowledge and tools you need to make informed decisions about your taxes, finances, and future.

Why Choose Us for Your Tax Needs?

We do things differently. We don't file your taxes then send you away until next tax season. We work with clients to recommend the best tax strategy based on your income-generating activities, life events, and tax classification. 


Life happens throughout the year and much of that impacts your taxes. Proper tax planning is a year-round exercise which is why our tax services are designed to make sure you're ahead of the game.

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For individuals: this means if you switch jobs, buy real estate, have children or other life events, we'll be in touch with you throughout the year instead of waiting until the last minute to look for tax deductions and credits.

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For entrepreneurs: as your business changes or when you're not sure if you need to make estimated quarterly tax payments, with our year-round support we'll make those tax payments on your behalf and advise you on how business moves will impact your taxes.

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Scroll down to see how our tax process works.

Step 1: Introduction 

We'll start with a discovery call. Tell us about your tax situation and we'll recommend the best tax service for you. This is an important step to make sure that your tax needs match our services. 

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If they don't, we'll gladly refer you to our network of tax experts.

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Step 2: Completing Tax Returns

After you upload your documents to our secure client portal, we'll start preparing your tax returns and keep you updated along the way. When we're done, you'll have completed tax returns, a summary of your tax situation with recommendations, and instructions on getting your tax refund or making payments.

Step 3: Tax planning

Stay on top of your taxes with year-round tax support. If filing your taxes stresses you out, this step is important to making tax time easier for you. We'll have conversations throughout the year to review your goals and tax strategy. 

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This optional step is highly recommended regardless of your income level or tax situation.

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Frequently Asked Questions

I need to file my taxes. What do I need to do?

Start with booking an intro call to see if we're a good fit. We serve tax clients across the country.

I need to get my books together before I can file. Can you help?

You're not the only one. This year was super challenging for entrepreneurs trying to get their finances in order. We can assist you with cleaning up your books before year-end so that you're ready for tax season. Fill out this form and our team will be in touch. 

Can you file my personal tax return too?

Yes, we'll file both your business and personal tax returns. Select your option when you complete the form. If you don't own a business, select the "Personal Only" option.

I don't own a business but still need to file my taxes. Do you work with people with full-time jobs?

Yes! We have a special place at The Winston CPA Group for W-2 employees because y'all need a tax strategy too. We'll prepare your taxes PLUS grant you exclusive access to our Financial Literacy Portal so you can use your refund to make major money moves like fixing your credit, investing, or starting a business. Here's a preview of our Financial Literacy Portal.

I have other years that I need to file. Can you file prior years too?

If you're behind on filing prior years we can assist you with those. There's a section on the waitlist form where you can tell us more about your tax situation.

I need to form an LLC because my business is still under my social security number.

We've heard this a lot this year and have assisted many business owners with creating LLCs. We can help you form your LLC or corporation and get other permits and state registrations your business may need. Get started here with LLC/entity formation.

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TAX PREP, FILING & PLANNING

You need a tax strategy regardless of your income level. 


We get it, taxes are intimidating, plus taxpayers are always looking for more deductions. At Winston CPA Group, we're about more than simply filing your tax returns. We work with clients to recommend the best tax strategy based on your income-generating activities, life events, and tax classification. 


Many of our clients are high-income earners and entrepreneurs with complex tax situations. We also have a special place in our firm for taxpayers who earn less than $100K per year and/or qualify for the EIC (Earned Income Credit).


Whatever your situation is, our team will file your federal, state, and local income tax returns while keeping you informed throughout the process.


We'll also alert you of tax law changes that impact you and share simple tax planning strategies that create the best possible tax position for your personal and business matters.

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Click the link below to get started with tax prep now.

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