Individual & family
tax preparation
Help organizing your income, reviewing your filing situation, and identifying deductions and credits you may qualify for.
W-2 EMPLOYEES · PARENTS · INDIVIDUALSLife is busy. Your taxes don’t have to feel overwhelming. Get clear guidance and thoughtful tax preparation from IMC Financial Services.
Individuals · Families · Small business owners
Serving clients in all 50 states

Whether you earn a paycheck, support a family, or run your own business, start with help that fits your situation.
Help organizing your income, reviewing your filing situation, and identifying deductions and credits you may qualify for.
W-2 EMPLOYEES · PARENTS · INDIVIDUALSTax preparation for entrepreneurs and business owners, with attention to income, expenses, and the records behind your return.
FREELANCERS · SIDE HUSTLES · SMALL BUSINESSESExplore tax planning, bookkeeping, and tax resolution support to help you understand your next steps throughout the year.
PLANNING · BOOKKEEPING · RESOLUTIONYou deserve to understand what’s happening with your taxes. Here’s how we get started.
See what to gather ↗Book a tax consultation call to discuss your needs, or complete your intake form when you’re ready to begin.
Gather your records and follow the secure document-sharing instructions provided for your engagement.
Work through questions, review your return, and authorize filing when you’re ready.
Use this starter checklist to organize your documents. Your exact requirements will depend on your tax situation.
Check items as you gather them. This checklist stays on this page and doesn’t send any information to IMC.
Share personal details and tax documents only through the intake form and the document-sharing instructions provided by IMC.
No. IMC Financial Services serves clients in all 50 states. Your intake helps us understand the federal and state filing support you need.
Yes. We offer tax preparation for self-employed individuals and small business owners, along with bookkeeping and tax planning services.
Your fee depends on your filing needs, forms, and complexity. Complete your intake so your situation can be reviewed and pricing discussed before preparation begins.
Include that in your intake. The next steps depend on your situation, and we can discuss which records are needed and the support available.
A refund depends on your income, withholding, payments, and eligibility for credits and deductions. No refund amount is guaranteed.
Working with Iesha has completely taken the stress out of tax season for me. She is knowledgeable, patient, and makes everything easy to understand. I always feel confident knowing my taxes are done right and that I’m getting the best outcome possible. I wouldn’t trust anyone else with my finances.
Iesha at IMC Financial has been an incredible resource for me. She not only prepared my taxes with accuracy and care but also educated me along the way so I understood the process. Thanks to her guidance, I was able to reduce my tax liability and keep more of my money. Iesha is knowledgeable, professional, and truly dedicated to her clients’ success. I highly recommend her to anyone looking for a tax preparer who goes above and beyond.
I’ve been a client of IMC Financial Services for several years now, and I couldn’t be more satisfied with the service I’ve received—especially from Iesha. She has consistently gone above and beyond to ensure my taxes are prepared accurately, efficiently, and with care. Her professionalism, knowledge, and attention to detail truly set her apart. Iesha takes the time to explain everything clearly, making the entire process smooth and stress-free. I trust her completely with my financial matters and highly recommend her and the entire IMC Financial Services team to anyone looking for reliable, top-tier tax services.
Have questions? Book a consultation call. Ready to get started? Complete your intake form.