Tax Reform
The “Big Beautiful Bill”: What Recent Tax Changes Mean
Major updates and how they may affect your filing, credits, and refund.
Simple reads so you can learn quick on the go.
Tax Reform
Major updates and how they may affect your filing, credits, and refund.
Business Write Offs
Vehicles, enhanced QBI, income shifting, 100% R&D expensing, and Opportunity Zones.
Dependents
Who qualifies, documentation to keep, and IRS tiebreakers.
Dependents
Steps to take if your efile was rejected and what proof the IRS may request.
Working with Metatax
From intake to e-file: what we do, what you do, and how we keep you updated.
Identity & Access
Verify identity and access transcripts, notices, and your account securely.
Strategy
Filing status checks, credits, and contributions that can increase your refund.
Filing Status
Pros/cons of MFJ vs. MFS, special state rules, and when to amend.
Health Coverage
Who receives 1095A, when Form 8962 is required, and common fixes.
Offsets & Debts
TOP vs. IRS offsets, notices, transcripts, and injured spouse relief.
Refund Timing
EITC/ACTC refunds must be held until mid Feb. Timeline + delay avoidance.
Refund Advance
What it is, who qualifies, amounts, timing, costs, and how funds are paid.
Jacksonville
In person Riverside Ave support + secure online options for busy schedules.
Local Update
How the proposed fee change could affect Jacksonville homeowners and filers.
Year Round Help
Not just April: notices, payment plans, planning, and questions all year.
Services
Schedule C pros: mileage, home office, bookkeeping add ons, audit ready files.
Services
W2s, credits, dependents, and clear guidance without the jargon.
Services
LLC/S-Corp returns, payroll coordination, and owner compensation strategy.
Services
Local guidance with modern tools: in person and secure online support.
Convenience
Flexible hours, fast turnaround, and a friendly team that answers.
Experience
Clear steps, proactive communication, and secure e-signing.
Reviews
Real clients. Real results. See how we communicate and care.
Services
Trusted neighborhood pros with year round support and simple pricing.