Bennett Financial Services

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Bennett Financial Services

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fill out the 2024 client intake form now!!

Virtual Appointments

We are able to prepare taxes in MOST states virtually as well as in person. If you would like to schedule an In Person appointment please send an E mail to Bennettfinancialservicesllc@gmail.com. We look forward to seeing you. 

About Us

What We Offer

Our Certifications

What We Offer

We offer Tax preparation, and planning. We are here to provide our clients with the most accurate, precise, and maximized refund as possible. We also strive to make sure if you do not receive a refund, you pay the least amount of taxes by ensuring every credit, and deduction is applied to your return. 

Who We Are

Our Certifications

What We Offer

God is the foundation of our business, our family, and our life. Next, We are a Veteran Owned and operated company. We strive to provide the highest level of professionalism, honesty, and integrity to our clients. 

Proverbs 28:6

Proverbs 19:15

Our Certifications

Our Certifications

Our Certifications

 As members of the National Association Of Tax Preparers (NATP) Our Preparers are always indulging in Continuing education. We have also obtained the Annual Filing Season Program certification, Circular 230 and ethics training as well as several others. We never stop learning.

Prices

Individual Returns:

Individual simple tax returns start at 199.00 dollars and range to 399.00. This includes returns that have dependents and up to four W2's. We can file up to 3 years prior. You have the option to pay with Credit/debit/ACH or pay out of your refund if you are receiving one. 

Business / Self Employed Returns:

Business returns start out at 600.00 dollars. Your individual and self employed returns are filed together. You have the option to pay with Credit/debit/ACH or pay out of your refund if you are receiving one. 

Amendments:

Need an amendment to a prior years return? Our fee starts at 250.00 dollars. We will need the entire completed tax return. You can pay your invoice by credit/debit/ACH.

Audit Protection / Identity Theft:

Audit protection is available at an additional purchase in the amount of 92.00. This is an additional measure of security to protect your return. 

Identity theft protection is also available for an additional purchase in the amount of 89.95. 

Additional Fees:

Clients who choose to file electronically will be charged 13.00 for the transmission fee, 20.00 for the service bureau fee, 18.00 for the tech fee, 39.95 for the Bank fee, 20.00 for the electronic file fee, and 10.00 for the document prep fee totaling 120.95. These fees are in ADDITION to the preparer fee. These are fees that are automatically incorporated in filing electronically to offer clients with a quicker refund. Mailing in completed returns will not be charged any ADDITIONAL fees, but will take 6-8 weeks to process and do not have the option to receive a refund advance. 

WHAT WE NEED FROM YOU!

Important Information - Please read entire section

PLEASE NOTE: If you are a business owner or self employed your profit & loss statement (P&L) MUST be attached to your submission or your expense breakdown sheet. If you don’t have one we can provide you with one for you to fill out. We will NOT calculate & breakdown your expenses for you. If the information you provide to use is incomplete or not correct we will not be able to file your taxes. 

  • ANY incomplete submissions will be removed from the system. Uploads of all tax documents, state issued ID, W2 statements, income statements and social security cards for everyone on the return are REQUIRED documents needed for filing. If you have additional documents that you can not attach to the intake form, please let us know that in the notes so we can request you upload them in your secure client portal. Please do NOT SEND TAX DOCUMENTS VIA EMAIL.
  • We do not file corporate taxes.
  • NO tax documents will be provided until your invoice is satisfied. 
  • Our team members will contact you in 1-3 business days after submission. It is typically sooner.  

Additional Information

  • Up to 6,000 same day advance ( SUBJECT TO BANK APPROVAL)        
  • Self employed tax filing   
  • Electronic and hard copies provided 
  • Credits and Deductions Maximizer 

   

Login to your IRS Portal NOW

If you have created an ID+Me account with the IRS, Click the link below to access it. 

Portal Login

Track your Refund NOW!

If you have filed a return, track your refund with the link below

IRS Refund Tracker

Send a secure Invoice NOW!

Click below to submit a secure payment. 

CPA Charge

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In Loving memory of danny charles bennett

Bennettfinancialservicesllc@gmail.com

405-885-0045

Copyright © 2025 BennettFinancialServicesllc - All Rights Reserved.

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