Work & family
W-2 income, dependents, retirement, and investments. We’ll review the credits and deductions that fit your situation.

Hi, I’m Maria. I’m excited to help you get ready to file. Tell me what your year looked like, and we’ll start there.
Get started with Maria ↗What do I need to bring?Prefer to skip the upfront prep payment? With a Refund Transfer, your preparation fees are deducted when your refund arrives. I’ll explain how it works before you choose.
Start my return ↗Optional product. Subject to approval; fees apply. Your refund must cover the fees and charges. Does not speed up your IRS refund.
Maria Perez
Your tax preparerI’m excited to meet you and help with your return. I want you to feel comfortable asking questions, whether you’re bringing a W-2 or records from your own business.
We’ll go through your documents, talk about what changed during the year, and review your return before you sign. That way, you know what comes next.
MariaYou don’t have to know which form you need. Bring your documents and your questions.
W-2 income, dependents, retirement, and investments. We’ll review the credits and deductions that fit your situation.
Side gigs, 1099 income, and small businesses. Let’s gather your income and expense records for your return.
Rental income or a prior-year return to file? We’ll review what you have and what you still need to get started.
I also offer refund advance loans for qualifying clients. I’ll walk you through the options, costs, and next steps before you apply.
An advance is a loan, not your IRS refund. Subject to bank approval and program availability. Interest and fees may apply. You can file without applying for a loan. Optional products through Refund Advantage, a division of Pathward®, N.A., Member FDIC.
Check off what you already have. The documents you need depend on your situation.
Pricing depends on complexity and the forms required. Contact Maria for a quote based on your situation.
Yes, we can discuss what you're missing and help you get ready. We'll need the required information before completing and filing your return.
Yes. Bring your income and expense records. We'll review the information and ask questions to prepare a complete and accurate return.

Use my TaxesToGo link to download the app and get started with your documents from your phone.
Open TaxesToGo ↗