ABOUT US
About Us – Budget Tax Software
At
Budget Tax Software
, we believe tax season shouldn’t be stressful—it should be profitable. That’s why we offer a powerful, reliable, and user-friendly solution for tax pros:
TaxWise Online
, available both as software direct and as a full-fledged service bureau model. Whether you’re an independent tax preparer or running your own service bureau, we’ve got the tools and support you need to grow your business, simplify tax prep, and serve your clients with ease.
Who We Serve
We cater to ambitious tax professionals—from solo preparers looking to boost efficiency to established service bureaus managing multiple offices. Our goal is simple: to provide affordable, top-tier tax software solutions with unbeatable support, so you can focus on what matters most—delivering excellent service to your clients and scaling your business.
What We Offer
TaxWise Online – Direct Software Access: Streamlined, cloud-based tax prep software designed for speed and accuracy. With TaxWise Online, you can easily file federal and state returns from anywhere, making it ideal for tax pros on the go.Service Bureau Model: Want to build your own tax empire? We help you set up your own service bureau, giving you full control to manage offices, onboard preparers, and offer branded solutions to your downline. You’ll get exclusive tools, marketing support, and built-in mentorship to make the process seamless.
Why Choose Budget Tax Software?
Affordable Pricing: We believe in providing premium tax software without breaking the bank.Comprehensive Support: Our dedicated team is here to assist you, whether you need help with setup, tax prep tips, or running a service bureau.Built-in Growth Tools: With features like bank product enrollment, training resources, and business mentorship, we help you take your tax business to the next level.Scalable Solutions: From single users to multi-office operations, our solutions are designed to grow with you.
Our Mission
We’re on a mission to empower tax professionals and service bureaus by offering the best software, guidance, and support in the industry. At Budget Tax Software, we don’t just sell software—we’re your partner in building a thriving tax business.
Ready to elevate your tax game? Let’s work together! Whether you’re a tax pro getting started or a service bureau expanding your reach, Budget Tax Software has the perfect solution for you.
FAQS
How can I file my taxes with Budget Tax Software?
Filing your taxes with Budget Tax Software is easy and convenient. Simply visit our website and create an account if you haven't already. From there, you can access our user-friendly online platform, where you'll be guided through the tax filing process step by step. Our platform is designed to make it as straightforward as possible, and if you ever have questions or need assistance, our expert team is just a message or a phone call away. We're here to support you throughout the entire process.
CEO
Adrienne Greer is a seasoned tax professional with over five years of experience in the field, specializing in tax planning, compliance, and advisory services. Over the years, she has developed expertise in navigating complex tax codes, helping individuals and businesses minimize liabilities while staying compliant with ever-changing regulations. Adrienne's approach is marked by a keen eye for detail and a commitment to finding innovative solutions to her clients' tax challenges.
What documents do I need to provide for tax preparation?
To prepare your taxes accurately, we need various documents, including W-2s, 1099s, receipts for deductible expenses, mortgage interest statements, and records of other income or investments. Please also bring your previous year's tax return for reference.
How can I be sure my tax return is accurate?
Our team of experienced professionals follows meticulous procedures to ensure accuracy. We stay updated with the latest tax laws and double-check every return. Additionally, our services include a review process to catch any potential errors before submission.
What should I do if I receive a tax audit notice?
If you receive a tax audit notice, contact us immediately. Our experts will guide you through the process, help you understand the notice, and represent you during the audit to ensure your interests are protected.
How can tax planning benefit me or my business?
Tax planning helps you make informed financial decisions throughout the year, potentially reducing your tax liability and maximizing savings. Our personalized tax planning services ensure that you take advantage of all available deductions, credits, and strategies tailored to your unique situation.
Can you help me if I need an extension to file my taxes?
Absolutely. We offer hassle-free tax extension services to ensure you meet IRS deadlines. We handle all the necessary paperwork and submit your extension request, giving you extra time to prepare your tax return accurately and avoid penalties.
