Tax Preparation with The Winston CPA Group
Watch the short video below to learn how our tax process works and how to schedule your consultation.
What Happens in Your Tax Consultation
The Winston CPA Group is an Atlanta CPA firm serving individuals and business owners nationwide. During your consultation, a Certified Public Accountant (CPA) will review your submitted and discuss your current tax situation. This includes your filing status, income sources, prior year returns, and areas that may require attention. You'll receive clear guidance and our recommendations on the appropriate next steps for preparing and supporting your tax filings. ​​
Your Tax Prep Services Include:
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A detailed video walkthrough of your completed tax returns
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Clear explanations of how your return was prepared, including deductions and credits applied
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Secure access to your client document portal
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Up to $1 million in audit support for covered tax returns
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Ongoing tax planning for saving on taxes throughout the year (when applicable)
All new clients begin with a required consultation. During this meeting, a Certified Public Accountant (CPA) will review your current tax situation, including prior year tax returns, income sources, business activity (if applicable), available deductions & credits, and any open issues such as unfiled returns or back taxes. This allows our team to fully understand your circumstances and determine the appropriate approach for preparing your tax returns.
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Consultation investment: $495
If you move forward with our tax preparation services, the consultation fee will be credited toward your tax preparation.​
If you're a student athlete earning income from Name, Image, and Likeness (NIL) deals, click here to visit our NIL tax services for student athletes page and book your consultation.
We look forward to learning more about your tax situation and supporting you through the tax filing process.
Common Questions about Working With Our Firm
What happens after I schedule my consultation?
After you schedule your consultation, you'll receive a confirmation email along with a short intake form. This allows our team to review key information about your tax situation before the meeting.
During your consultation, a Certified Public Accountant (CPA) will review your filing status, income sources, prior year tax returns, and any open issues. You'll receive clear guidance on the next steps for preparing and supporting your tax filings.
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If we mutually determine that our firm is a good fit for your needs, we'll explain the process for moving forward with tax preparation services.
What documents should I prepare before my consultation?
You don't need to gather every document before scheduling your consultation. The purpose of the meeting is to review your situation and determine what will be needed to prepare your tax returns.
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If available, it can be helpful to have your most recent tax return and a general understanding of your income sources for the year, such as W-2 forms, 1099 income, business activity, or investment income.
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After the consultation, our team will provide a document checklist and access to your secure client portal where you can upload the documents needed to complete your tax preparation.
How much does tax preparation typically cost?
Tax preparation fees vary depending on the complexity of your tax situation. Factors such as multiple income sources, business activity, investments, or prior year filings can affect the scope of work required.
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During your consultation, a Certified Public Accountant will review your tax situation and explain the appropriate level of service needed to prepare your tax returns. You'll receive clear guidance on the process and expected costs before any tax preparation work begins.
Do you work with both individuals and business owners?
Yes. Our firm works with a wide range of clients, including individuals with W-2 income, married couples, self-employed professionals, and business owners.
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Some clients simply need help preparing their personal tax returns, while others have multiple income sources such as business income, rental income, or investments. During your consultation, we review your situation in detail so we can determine the appropriate approach for preparing your tax returns.
My books aren't organized yet. Can you still help me file business taxes?
Yes. Many business owners come to us with financial records that need to be caught up and organized before tax returns can be prepared.
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During your consultation, we'll review the current state of your bookkeeping and determine what work needs to be done before your tax returns can be filed. In some cases, this may involve cleaning up prior transactions, reconciling accounts, or organizing financial records so the numbers accurately reflect your business activity.
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Once the books are brought up to do, we can proceed with preparing and filing the appropriate tax returns. Addressing the bookkeeping first ensures that your business tax return is accurate and you receive the full benefit of any tax deductions and credits available to your business.
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If your financial records need to be organized before filing, click here for our financial cleanup services.
I have unfiled tax returns or owe back taxes. Can you help?
Yes. Many clients come to us after falling behind on their tax filings or receiving a tax notice from the IRS or the state.
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During your consultation, we'll review your prior year filings, identify which returns may still need to be filed, and discuss the appropriate steps for getting your taxes back on track. Our goal is to help you understand where you stand and create a clear path forward.
How long does it take to prepare my tax returns?
The timeline for preparing your tax returns depends on the complexity of your situation and how quickly we receive the necessary documents from you.
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For many clients, once all required documents are submitted, tax returns can typically be completed with a few weeks. During your consultation, we'll explain the expected timeline based on your specific circumstances and we'll send you weekly status updates while your return is being processed.
Do you only work with clients in Georgia?
No. The Winston CPA Group is based in Atlanta, Georgia, and we service clients nationwide. Our secure document portal and virtual consultation process allows us to work with individuals and businesses across the United States.