TAX PREPARATION
Need yourtaxes done?
Get every credit and deduction you qualify for with Harvard Financial Services. Tax preparation handled online, organized and on time.
WHAT WE PREPARE
Every kind of return.
Individual returns
W-2 income, dependents, credits and deductions you may qualify for.
Self-employed & 1099
Gig work, side hustles and small business income, with your expenses organized.
Prior-year & amended returns
Catch up on years you missed or fix a return that was filed wrong.
Tax-time credit planning
Use your refund strategically: pay down balances, build savings and strengthen your credit.
HOW IT WORKS
Filed in four steps.
- 1
Book your appointment
Pick a time and tell us what kind of return you need.
- 2
Upload your documents
Send your forms securely online. No in-person visit needed.
- 3
Review and sign
We walk you through your return before anything is filed.
- 4
E-file
Your return is filed electronically and you get a copy for your records.
WHAT TO BRING
Have these ready
- Photo ID for you (and your spouse, if filing jointly)
- Social Security cards or ITINs for everyone on the return
- W-2s, 1099s and any other income forms
- Last year's tax return, if you have it
- 1098 forms (mortgage interest, tuition) and childcare costs
- Bank account and routing number for direct deposit
You'll upload documents securely online. Please never send your SSN or tax forms by DM or text.
Ready when you are.
Book your tax appointment and we'll take it from there.
Start my tax returnRefund amounts and timing are determined by the IRS and state agencies and are not guaranteed. Pricing depends on the complexity of your return.