Your Partner in Tax Excellence
At The Winston CPA Group, we know taxes can feel overwhelming - whether it’s your first time filing, figuring out what you can write off in your business, or dealing with IRS notices. Maybe you’ve got years of unfiled tax returns weighing on you, or you’re ready to get proactive about tax planning. Wherever you are, we’re here to help.
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For businesses, we focus on what matters most to you: navigating deductions, staying compliant, and addressing those tax challenges head-on. On the personal side, it’s about more than filing your taxes. We’ll help you understand the numbers, plan for your future, and feel confident in every financial decision you make.
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With The Winston CPA Group, you get more than just tax preparation - you gain a partner who’s committed to simplifying the process and keeping you informed every step of the way. The link below is for you to book time on our calendar to get started with filing your taxes.
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Note: Your time is valuable, and so is ours. Your consultation is a pivotal step toward clarity and confidence in your tax and financial goals. At The Winston CPA Group, we offer more than tax preparation – we provide an elevated, personalized experience that puts your needs first. During your consultation, we’ll explore your current tax situation, discuss life changes that may impact your taxes, identify potential deductions and credits, and walk you through our streamlined tax filing process. A consultation fee applies to secure this dedicated time, ensuring we can provide the focused attention and expertise you deserve. Reserve your consultation today and experience tax services tailored exclusively for you.
Why Choose Us for Your Tax Needs?
We don’t just prepare taxes – we prepare YOU.
At The Winston CPA Group, we believe tax strategy is a year-round partnership, not a once-a-year transaction. Life doesn’t wait until tax season, and neither do we.
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We tailor our recommendations to your income, life events, and tax classification to ensure you’re always a step ahead. Whether it’s navigating life changes or making smart business moves, our tax services are designed to meet you where you are and keep you prepared.
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For individuals: Switched jobs? Bought real estate? Had children or experienced other life changes? These moments have already impacted your taxes, and we’re here to ensure you’re maximizing deductions and credits while staying ahead of the game.
For entrepreneurs: As your business evolves or when estimated quarterly tax payments haven’t been made, we help you get caught up and ensure payments are submitted on time. We also advise on how your business decisions shape your tax strategy, so you can stay compliant while making informed moves for the future.
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At The Winston CPA Group, we don’t just file your taxes – we’re your partner in tax strategy and planning, giving you control and clarity over your financial future.
Step 1: Introduction
It all begins with a discovery call. During this session, you’ll share details about your tax situation, and we’ll recommend the tax services that align best with your needs. This step is designed to ensure that our expertise is the right fit for your unique tax requirements.
Step 2: Filing Tax Returns
After you upload your documents to our secure client portal, we’ll get to work preparing your tax returns and keep you updated every step of the way. Once your returns are completed, you’ll receive:
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A detailed video walkthrough of your tax return, so it’s not just a form with numbers – you’ll understand exactly what they mean and how they impact your financial picture.
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Filing confirmation for your federal, state, and local tax returns
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A summary of your tax situation with tailored recommendations for the future.
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Clear instructions on how to get your tax refund or make any necessary payments.
At The Winston CPA Group, we believe tax preparation should leave you informed, confident, and ready for what’s next – not just filing forms.
Step 3: Tax planning
Filing your taxes reports what already happened – tax planning gives you the power to shape what comes next. This step is the cornerstone of an effective tax strategy, ensuring you stay ahead while keeping more money in your pocket or reinvesting it into your business.
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With year-round tax planning, we’ll have ongoing conversations to review your financial goals, adjust your tax strategy, and proactively address changes before they impact your bottom line. Whether you’re an individual or a business owner, this investment is key to making tax time less stressful and more efficient.
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At The Winston CPA Group, tax planning isn’t an add-on – it’s how we help you take control of your financial future.
Frequently Asked Questions About Taxes
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 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 Tax Prep form.
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 and advise you on tax saving strategies so you can use your refund to make major money moves like fixing your credit, investing, or starting a business.
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 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.
