Coded Tax Services
Personal Service, Wherever You Are.
Upload your documents and schedule at your convenience. We’ll handle the rest. Dependable services, tailored to you.
Tax expertise. Real advice. Taxes done Right.
Individual and Family Tax Services
Coded Tax Services delivers accurate, stress-free tax preparation tailored to individuals and families. Based in Charlotte, NC, we serve clients nationwide, helping them uncover every possible deduction through our personalized approach.
Preparing and filing annual tax returns (Form 1040 and 1041)
Prior Year Tax reviews and consults
Amendments (Form 1040-X)
Extensions (Form 4868)
Our Simple, Secure Process
Consultation and Onboarding
Let’s get to know each other. Schedule a free, 15-minute session to discuss your needs and receive a service estimate and pricing.Register & Upload Documents
Register for the Coded Tax Portal, accessible 24/7 from any device. This will allow you to verify your identity, review and sign your engagement letter, begin uploading prior year returns, and schedule your intake interview with Coded Tax. Our encrypted platform keeps your data secure every step of the way.Intake and Tax Preparation
Our interview process is a 45 minute session, scheduled at your convenience to review intake questions and learn about your taxes. A tax preparer will personally walk you through the interview, provide a required document checklist, and ensure we’ve covered all possible deductions. You always have online access to a tax professional through chat, email or phone to answer any questions and review your submissions. Once everything is collected, your tax preparation begins.Review, Pay & Sign
After your return is prepared, you’ll receive a final invoice and secure access to review, approve, and electronically sign your tax return prior to electronically filing your taxes. Our team will then securely submit your federal and state returns.*
*As permitted by the Internal Revenue Service—some returns may not be eligible for e-filing due to IRS restrictions.
Trouble Paying your taxes? Missed filing? IRS Notices?
No one likes getting a notice from the Internal Revenue Services, but life happens. It’s always best to address their concerns and respond as quickly as possible. That’s why Coded Tax is here to help. Coded Tax can assist with establishing and modifying payment plans, negotiating tax debt, assisting with audits, and responding to notices.
Setting up IRS payment agreements
Innocent Spouse and Injured Spouse Relief
Audit and notice help
Small Businesses Assistance
Need Bookkeeping Help?
We love to serve small businesses. From solo entrepreneurs, LLCs and partnerships, you can trust Coded Tax Services to deliver. Coded Tax provides entity evaluation and setup, bookkeeping services, and end of year tax return preparation for all of your small business needs.
Step 1: Determine Your Needs
Business owners deserve special attention and packages that adjust to the business needs as it grows. Start by scheduling a consultation to determine where Coded Tax can help make your business easier. Bookkeeping? Estimated taxes? Let’s chat.
Services may include:
Financial reporting such as profit and loss statements, balance sheets, cash flow statements, and end of period reporting
Issuing 1099s
Payroll Services
Filing estimated taxes
Expense and Capitalization planning
*All monthly bookkeeping packages include end of year tax services and preparation of Schedule C, 1065, or 1120-S as needed.