Welcome to Tax Prep Financial Services
Where we teach you how to "Pay Yourself! Not the IRS!"
Our Services
Client Success Stories
Our Story
30 Years of Giving Clients Their Best Possible Tax Refund
In 1991, Jeffrey Peterson followed in his father's footsteps of becoming a tax preparer and entrepreneur by starting his own tax preparation company. Having worked in the financial services industry since 1980, personal finances and accounting have always been an area of his expertise. After five years of pushing from his father, he finally decided to take a chance and start Tax Prep Financial Services.
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Since the beginning, his goal has been to help clients receive the highest possible tax refunds, so they can take the money they would have over-payed the IRS and invest it in their own successful endeavors. Over the years, he has helped clients beyond tax preparation by giving them recommendations for record keeping and personal finances too. Jeff now helps over 350 clients annually through his services and recommendations.
Ready for Jeff to help you claim your biggest tax deductions? Follow the instructions below so we can get you started. Then watch as he successfully teaches you how you can "Pay Yourself! Not the IRS!"
1
Contact Us
Complete our New Client Form and expect to receive a welcome email from us with instructions for setting up your account in our secure online portal. You can also email or call us directly to begin the process and to receive answers for any of your questions.
2
Accept Our Terms
Once you accept our request for setting up your portal account, the first thing we'll need from you is to accept our Terms of Engagement. This serves as our legal agreement to begin working on your taxes, and is exclusive to the listed tax year.
3
Send Us Your Tax Data
After agreeing to our Terms of Engagement, the next step is to answer our online tax return questions and provide us any needed tax documents. Upon completion, we'll send you a confirmation email confirming receipt and providing you with your spot in line.
Getting Started
Contact Us
Got a question about your taxes? Check out our Frequently Asked Questions page to see if you can quickly find the answer!
Contact Info
Address
Office Hours
Mon - Fri
9:00 am – 5:00 pm
​Central Time