How Online Tax Prep Works

Step 1: Book your free consultation

Step 2: Share your documents securely

Step 2: Share your documents securely

Pick a time that works for you through our online booking.

Step 2: Share your documents securely

Step 2: Share your documents securely

Step 2: Share your documents securely

Share your documents through our secure client portal or by email.

Step 3: Review, sign & e-file

Step 2: Share your documents securely

Step 3: Review, sign & e-file

We prepare your return, you review and sign online, we e-file it for you.

Expert Online Tax Preparation for Individuals & Small Businesses

10 years as a Senior Tax Analyst at H&R Block, now working for you. Book online, share documents securely, and e-file with confidence.

• Fast, accurate e-filing
• Year-round tax support
• Secure client portal
• Simple, upfront pricing

Get Started

Intuit ProAdvisor Certified

QuickBooks Online and bookkeeping certified by Intuit.

10+ Years Tax Experience

A former Senior Tax Analyst at H&R Block, now working for you.

Secure & Fully Online

Book online and share documents through our secure client portal or by email.

Your Trusted Tax Partner

Hi, I'm Carmen Lozano Perez.

Hi, I'm Carmen Lozano Perez. I spent 10 years as a Senior Tax Analyst at H&R Block — now I bring that big-firm expertise to you personally, 100% online. I'm an Intuit ProAdvisor certified in QuickBooks Online and Bookkeeping, so your taxes and your books are in expert hands.

What Our Clients Say

"You're the best and I will tell others about you."

— Mark, Client

Secure Tax Expertise

Professional online tax filing that maximizes deductions and secures your financial data.

Our Solutions

Comprehensive financial services including tax, bookkeeping, and consulting for small businesses and entrepreneurs.

Get Started

Our Promise

Simplifying your finances with trusted, expert services tailored for small businesses and individuals.

Frequently Asked Questions

Please reach us at mcprofinancial@gmail.com if you cannot find an answer to your question.

Your photo ID, Social Security number, W-2s or 1099s, and records of any income or deductions. We'll confirm exactly what you need after you book.

It depends on your return's complexity, but once we have all your documents, we get to work right away and keep you posted at every step.

Through our secure client portal or by email.

Yes — everything is 100% online, so we work with clients anywhere.

See the pricing panel above for our current packages.

As early as possible — slots fill up fast January through April.

Contact Our Team

Contact Us for Expert Financial Support

Secure online tax prep, bookkeeping & consulting. Trusted support for your business growth.

Online Tax Preparation

Our Operating Hours

Open today

09:00 am – 05:00 pm

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