Virtual & In-Office Tax Preparation • Year-Round Support
The Tax Geek • Virtual & In-Office

File your taxes with The Tax Geek from the comfort of your home.

Professional, accurate, and friendly tax preparation for individuals, families, self-employed earners, and small business owners. You relax – I handle the geeky tax details.

PTIN-Certified Tax Professional
Virtual or In-Office AFppointments
Year-round support

Secure online process • No office visit required • In-office appointments also available in Brandon, FL.

File with a live Tax Geek Pro
  • W-2 employees, retirees & students
  • Families with dependents & married filing joint
  • 1099 & self-employment (gig workers, side hustles, LLCs)
  • Prior-year returns & IRS notice help

About The Tax Geek

The Tax Geek is a full-service income tax preparation company specializing in individual and self-employment returns. My focus is simple: professional, accurate, and friendly service that respects your time and your money.

Whether you’re working a 9-to-5, driving for delivery apps, running a small business, or managing a growing family, I help you legally maximize your refund, stay compliant with IRS rules, and understand your numbers so you can plan ahead.

Tax Preparation Services

A full range of tax services to make filing smooth and stress-free. Transparent communication and year-round support.

Tax Returns

Individuals • Families

Federal and state returns for W-2 earners, retirees, students, and families with dependents.

Credits & deductionsDirect deposit

Business Returns

LLCs • Small Business

Support for new and established businesses, including Schedule C and other small-business filings.

PlanningCompliance

Self-Employment Returns

1099 • Gig Work

DoorDash, Uber, Instacart, and other 1099 workers – get help tracking income, expenses, and write-offs.

Side hustlesMileage & expenses

Past-Year & Amended Returns

Catch Up & Correct

Behind on filing or need to fix a prior-year return? I’ll help you get caught up and back on track.

Back taxesNotices

Tax Strategy Sessions

Plan Ahead

One-on-one conversations to help you understand your numbers and make smarter money moves all year.

Year-roundGuidance

& More

Custom Support

Every situation is different. Share your details and we’ll put together the right plan for you.

CustomPersonalized

How to File with The Tax Geek

Whether you prefer online or in-office, the process is simple. Here’s how it works from start to finish.

Step 1
Start your Client Data Form.
Click the button above or the link below to complete The Tax Geek Client Data & engagement form online.

Open Client Data Form
Step 2
Schedule your appointment.
After your form is submitted, you’ll receive options to book your preferred time for an online or in-office appointment.
Step 3
Upload or bring your documents.
Securely upload clear photos or PDFs of your tax documents, or bring them with you if you’re meeting in person.
Step 4
Meet with a live Tax Geek Pro.
We’ll review your return together, answer questions, and e-file once you’re ready. You’ll get a copy and tips for next year.

Frequently Asked Questions

What documents do I need?

Common items include W-2s, 1099s, ID, Social Security cards, income records, and receipts or summaries for deductible expenses. If you’re not sure, I’ll send you a checklist.

Can we meet online?

Yes. Most clients file completely online using secure upload and a live virtual appointment. In-office appointments are also available in Brandon, FL.

How long does it take to get my refund?

For most e-filed returns with direct deposit, the IRS issues refunds in about 21 days, though timing can vary based on their processing.

What if I owe or get an IRS letter?

I’ll review the situation with you, explain your options, and help you respond or set up a payment plan when needed.

Contact The Tax Geek

Ready to get started or have questions? Use the details below or tap SEND EMAIL to reach me directly.

SEND EMAIL

Call or text The Tax Geek:
347-599-6433

Email:
info@tax-geek.com

Office:
710 Oakfield Dr, Suite 207
Brandon, FL 33511

Virtual services available to clients across the U.S. where permitted by law.