TAXES DONE RIGHT!

LeverageOne, Your Trusted Partners for All Your Tax and Business Service Needs Year Round.

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Navigate Medicare with LeverageOne

Discover a Variety of Medicare Advantage Plans by Top Private Insurance Carriers in your area.

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Business Services

LeverageOne, Trusted Partners for your Tax, Audit, Settlements, Business Services, and More.

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Tax Service Options

Drop-Off Documents

Drop off files or documents at the office or upload them into our Data Secure Portal. We will process your Tax Return, and we will give you a call when it’s done.

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In-Person Appointments

Schedule an appointment to file your Individual Taxes, Family Taxes, and Business Taxes in the office. We offer expert advice on back Taxes or Audits.

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Virtual
Consultation

Use our convenient at-home option to file your taxes. Schedule a virtual appointment with one of our seasoned tax experts. Upload your documents to our Data Secure Portal, and we will meet via Zoom.

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Are You Behind on Your Tax Filings?

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WE SPECIALIZES IN PAST DUE RETURNS, Because Experience Matters!

Confused about Medicare ?

As a License Registered Broker, I’m committed to helping you find the right plan for you or your loved one. I will assist you during the enrollment process and beyond so you’re informed and confident in your healthcare decisions. MY SERVICES ARE ALWAYS AT NO COST TO YOU! 

Medicare Supplements and additional options
Medicare Advantage Plans are offered by private insurance carriers.
Save with Prescription Drug Plans
As a part of Medicare Advantage Plans offered by private insurance carriers at NO COST.
Medigap covers costs Medicare doesn’t
These Advantage Plans are offered by private insurance companies contracted through Medicare as alternatives
Special Needs Plans
A Special Needs Plan is designed for those individuals who have chronic needs or who receive Medicare and Medicaid. These plans provide additional benefits such as a Food Allowance, Utility allowance, OTC or Over the Counter supplies, and much more.
HMO and PPO Plans
HMO and PPO Plans are offered through private insurance carriers, giving you the flexibility to go In-Network or Out of Network to obtain specialists outside your covered area.
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Pay Nothing Today

“FAST! Hassle-Free access to your Refund within minutes of filing!

Pay nothing out of pocket with a Pay-By-Refund option

IT’S YOUR MONEY! – Keep it in your wallet where it belongs. With our refund transfer payment options, you can pay for tax prep and other related fees right from your tax refund. With filing costs out of the way, you’ll enjoy the rest of your refund Worry-Free.

Ask us about our Pay-By-Refund option.

Fees won’t be collected until the service is completed and your tax refund is received.

Choose to get your refund by Direct Deposit, Check, or a Netspend Prepaid Visa Card.

Pay for Tax Preparation with your Tax Refund

We take all associated fees out of your tax refund, making it easy to pay for tax preparation.

No Up-Front Fees

Tax Preparation fees are paid through your tax Refund.

As fast as E-Filing

Your Tax Refund is available the same day the IRS issues the automated payment.

Safe & Convenient

Secure, Fast Payment, and you choose how to receive your Refund.

Optimize Your Tax Strategy Check out our Additional Services.

Pay $0 Up Front

We streamline Year-End tax preparation to make the process Easier and Hassle-Free for you.

Maximum Refund

Let us handle your tax returns! We collect and organize your documents to ensure fast and accurate filing.

Tax Audit Counseling

We are available to offer expert advice for all of your tax needs for more information, Schedule an appointment for a FREE Consultation

Notary Public

Complimentary Notary Public Service to our Clients

File Virtually

You can schedule an appointment, then upload your documents to our Data Secure Portal. File from the comfort of your home. We will meet via Zoom to prepare and file your tax return.

$50 Referral Fee

We will pay you for referring your Friends and Family.

Business Services

Audit Counseling- LeverageOne offers DISCREET Tax Audit Counseling for Individual, Family, and Small Business Taxes.

Notary Public- Some of the most important documents in our lives require a licensed Notary Public. We offer Notary services FREE of charge to our clients.

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About Me

From Passion to Expertise: My Journey to helping people get the most out of their finances.

From the earliest days of my career, I’ve been fascinated by the power of numbers and their profound impact on our lives. It started with a simple observation that people struggle with the complexities of tax season. They were either alone or chose the wrong preparer. Their hard-earned money was left on the table by overlooked important tax credits, resulting in many cases, lower refunds.

I was determined to make a difference. I rolled up my sleeves and learned all applicable tax laws and strategies. It was worth every minute of study to make sure I gave the customer what they are entitled to. Today, this passion is my expertise, and it was not just a personal quest; It became my team’s philosophy. We offer our commitment to excellence to all of our clients.

Testimonials

Here’s what our customers think

Ronnie Thomas
Entrepreneur
“My business did really well this year and LeverageOne helped me set up a strategy for next year. I’m recommending the service to anyone that is just starting out and needs to keep your taxes on point.”
Natalia Givens
Public Relations
“LeverageOne prepared my small business taxes and I was surprised how much I learned about my business. I will be back.”
Garry Medhurst
Principal Quality Developer
“I can’t say enough about LeverageOne the process was so quick and the staff is so knowledgeable. I am all set for next year without tax stress.”
Freddie Deckow
Lead Marketing Administrator
My experience with tax season gave me anxiety until I went to LeverageOne. I uploaded my docs, and they did a Zoom call to talk it over. It was easy, and for someone as busy as I am, it was a godsend. Great, trustworthy staff get the job done fast.

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