Financial planning meeting
Template Inicial — Será Personalizado Para Si

Experienced Tax Prep You Can Trust

Dedicated to providing clear, effective tax prep guidance that delivers measurable results for our clients.

15+
Anos de Experiência
500+
Clientes Atendidos
98%
Taxa de Sucesso
4.9/5
Avaliação dos Clientes

Como Ajudamos

Serviços especializados de tax prep pensados para obter resultados.

Individual Tax Returns

Preparing accurate federal and state income tax returns for individuals, maximizing refunds through proper deduction and credit identification.

  • W-2 and 1099 income reporting
  • Itemized deductions and credit optimization
  • Multi-state return preparation
Saber Mais →

Small Business Tax Returns

Filing Schedule C, partnership, S-Corp, and C-Corp tax returns with strategies to minimize tax liability while maintaining full IRS compliance.

  • Schedule C, 1065, 1120-S, and 1120 preparation
  • Business expense maximization
  • Depreciation and Section 179 deductions
Saber Mais →

Self-Employment Tax Planning

Helping freelancers, gig workers, and self-employed individuals navigate quarterly estimated taxes, deductions, and self-employment tax reduction strategies.

  • Quarterly estimated tax calculations
  • Home office and vehicle deductions
  • SEP-IRA and Solo 401(k) strategies
Saber Mais →

Tax Amendment Services

Filing amended returns to correct errors, claim missed deductions or credits, and respond to IRS discrepancy notices on previously filed returns.

  • Form 1040-X preparation
  • Missed credit and deduction recovery
  • Prior year return corrections
Saber Mais →

Tax Planning & Strategy

Year-round tax planning that goes beyond preparation — projecting tax liability, timing income and deductions, and implementing strategies to reduce what you owe.

  • Mid-year tax projections
  • Income timing and deferral strategies
  • Entity structure optimization
Saber Mais →

IRS Audit Support

Providing documentation, representation, and advocacy when the IRS selects your return for examination, from correspondence audits to in-person meetings.

  • Audit response letter preparation
  • Documentation compilation and organization
  • In-person audit representation
Saber Mais →

Como Funciona

Um processo simples e transparente do início ao fim.

1

Reunião de Descoberta

Conhecemos a sua situação financeira, objetivos e preocupações numa conversa confidencial e sem pressão.

2

Plano Personalizado

Os nossos consultores criam uma estratégia financeira abrangente adaptada às suas circunstâncias e objetivos únicos.

3

Implementação

Colocamos o seu plano em ação, selecionando os produtos e estratégias certos para otimizar o seu futuro financeiro.

4

Revisão Contínua

Reuniões regulares garantem que o seu plano se mantém no caminho certo e se adapta às mudanças na sua vida e no mercado.

Sobre Évora Tax Prep

At Évora Tax Prep, we've been proudly serving Évora since 2020. Founded by William Anderson, our team is dedicated to providing exceptional tax prep services. We believe in honest work, fair pricing, and building lasting relationships with our customers.

Agendar uma Consulta
Financial team

Our Track Record

Results that speak for themselves.

0M+ €
Assets Managed
0+
Clients Served
0%
Client Retention
0+
Years of Experience

Estudos de Caso

Resultados reais para clientes reais.

ESTUDO DE CASO 1

Solução Abrangente de Tax Prep

Entregámos uma abordagem personalizada que superou as expectativas e alcançou resultados mensuráveis para o cliente.

98% de satisfação do cliente
ESTUDO DE CASO 2

Sucesso em Parceria Estratégica

Construímos uma parceria de longo prazo focada na melhoria contínua e no crescimento do negócio.

ROI de 3x alcançado
ESTUDO DE CASO 3

Desafio Complexo Resolvido

Navegámos uma situação complexa com experiência e cuidado, garantindo o melhor resultado possível.

Concluído antes do prazo

Resources & Guides

Free resources to help you make informed decisions.

Retirement Planning Guide
FREE GUIDE

Retirement Planning Guide

Essential steps to secure your financial future and plan for retirement.

Read More →
Tax Optimization Strategies
ARTICLE

Tax Optimization Strategies

Smart strategies to minimize your tax burden and maximize savings.

Read More →
Investment Basics
GUIDE

Investment Basics

A beginner-friendly guide to understanding different investment options.

Read More →

Problemas Que Resolvemos

Desafios comuns que os nossos clientes enfrentam — e como ajudamos.

Overwhelmed by tax forms and afraid of making a mistake?

Tax code complexity leads to errors that trigger audits or missed refunds. Professional preparation ensures accuracy and identifies every deduction you're entitled to.

A freelancer paying way too much in self-employment tax?

Self-employment tax alone takes 15.3% of your income. Proper structuring, retirement contributions, and deduction strategies can significantly reduce that burden.

Filed your own return and now worried you did it wrong?

Common DIY errors include incorrect filing status, missed credits, and improper deduction categorization. A professional review can catch errors and file amendments if needed.

Haven't filed taxes in years and don't know where to start?

The IRS has programs for catching up on unfiled returns. Filing voluntarily — even late — typically results in much lower penalties than waiting for the IRS to come to you.

Making too much money and your tax bill is getting out of control?

High income without tax planning is like leaving money on the table. Strategic planning can save high earners thousands through retirement accounts, entity structure, and timing strategies.

Perguntas Frequentes

Tem perguntas? Temos respostas.

How much does tax preparation cost?

Simple individual returns (W-2 income, standard deduction) typically cost $150-$300. Self-employed and small business returns range from $400-$1,500 depending on complexity. The cost is tax-deductible for business returns.

What documents do I need to bring for tax preparation?

Bring all W-2s, 1099s, mortgage interest statements (1098), property tax records, charitable donation receipts, medical expense records, business income and expense records, and a copy of last year's return.

Should I itemize or take the standard deduction?

Itemize if your deductions (mortgage interest, state taxes, charitable giving, medical expenses) exceed the standard deduction ($14,600 single / $29,200 married in 2024). Your tax preparer calculates both and uses whichever saves you more.

What happens if I file my taxes late?

Filing late triggers a failure-to-file penalty of 5% per month on unpaid taxes, up to 25%. If you're owed a refund, there's no penalty for filing late — but you have 3 years to claim it before it's forfeited.

O Que Dizem os Nossos Clientes

Não acredite apenas na nossa palavra — ouça os nossos clientes satisfeitos.

I switched from a national chain and they found $2,800 more in deductions my first year. I'll never go back to doing it myself.

Robert Rodriguez

They helped me catch up on three years of unfiled returns. The penalties were way less than I feared and the IRS accepted a payment plan.

Jennifer Martinez

As a freelancer, I had no idea I could deduct so much. My quarterly estimated payments dropped by 40% after proper tax planning.

William Anderson

They don't just file my taxes — they plan year-round. That mindset shift saved my business over $8,000 last year.

Amanda Taylor

Agende a Sua Consulta Gratuita

Dê o primeiro passo hoje. A nossa equipa está pronta para ajudar.

Disponibilidade limitada esta semana — reserve já o seu lugar.

Entre em Contacto

Pronto para começar? Contacte-nos hoje para uma consulta e orçamento gratuitos.

Telefone

+351 917 257 391

Morada

257 Main Street, Évora

Horário

Monday08:00 - 18:00
Tuesday08:00 - 18:00
Wednesday08:00 - 18:00
Thursday08:00 - 18:00
Friday08:00 - 18:00
Saturday09:00 - 15:00
SundayClosed

Siga-nos

Envie-nos uma mensagem

Évora Tax Prep

Tax preparation websites with document checklists and appointment booking

Contacto

+351 917 257 391

[email protected]

257 Main Street, Évora

Horário

Monday08:00 - 18:00
Tuesday08:00 - 18:00
Wednesday08:00 - 18:00
Thursday08:00 - 18:00
Friday08:00 - 18:00
Saturday09:00 - 15:00
SundayClosed
© 2026 Évora Tax Prep. Todos os direitos reservados.
Fale connosco no WhatsApp
Este é um template inicial para websites de Tax Prep . O seu site final será personalizado com a sua marca, fotos e conteúdo através do nosso construtor WhatsApp AI. Ver Detalhes