Tax Services

Tax Preparation Services for Individuals and Small Businesses in Georgia and South Carolina

Tax season does not have to be complicated. At Fase Insurance Group, our bilingual tax preparation team helps individuals, families, and small business owners across Georgia and South Carolina file their taxes accurately, affordably, and on time. We have been serving our community since 2010, and tax preparation has been part of that from the beginning — because for many of our clients, insurance and taxes go hand in hand.

We serve W-2 employees, self-employed individuals, 1099 contractors, small business owners, and ITIN filers. You do not need a Social Security Number to file — we work with every client regardless of immigration status.

What We Prepare

Personal Tax Returns — We prepare federal and state income tax returns for individuals and families. Whether your income comes from a W-2, a 1099, or a combination of both, we review everything carefully, identify every deduction you qualify for, and file your return to maximize what you get back.

Small Business and Self-Employed Returns — If you are a sole proprietor, LLC owner, or run a corporation, we prepare your business tax return as well. We organize your income and expenses, apply all eligible deductions, and make sure your return reflects the real financial picture of your business. Contractors, landscapers, painters, roofers, cleaning companies, and restaurant owners are among the businesses we file for regularly.

ITIN Filers — If you file with an Individual Taxpayer Identification Number (ITIN), you are still required to file taxes in the United States — and you may be entitled to refunds and credits you are not aware of. We specialize in ITIN-based returns and understand the specific rules that apply.

ITIN Application and Renewal — If you do not have a Tax ID yet, or yours has expired, we help you apply for a new ITIN or renew an existing one using IRS Form W-7. A valid ITIN is essential for filing your taxes, building your financial history, and accessing banking and financial services in the United States. You can learn more about the process directly on the IRS ITIN application page.

EIN for Businesses — If you are starting a business and need an Employer Identification Number (EIN), we obtain it for you. An EIN is required to open a business bank account, hire employees, and file business taxes properly. The IRS allows you to apply for an EIN online for free — and we walk you through the entire process so it is done correctly the first time.

One Place for Insurance, Taxes, and More

Many of our tax clients are also insurance clients — and that is not a coincidence. When you work with contractors, self-employed individuals, and small business owners day in and day out, you understand that insurance and taxes are two sides of the same coin. If you are a contractor who also needs Workers Comp, General Liability, or Commercial Auto, we can help with all of it. If you are growing your business and need to set up an LLC or corporation or get your bookkeeping organized, we do that too. Everything in one place, with one team that knows your situation.

We Make It Simple

A lot of people put off filing because the process feels overwhelming — unfamiliar forms, unclear requirements, uncertainty about what they owe or what they are owed. We explain everything in plain language, answer every question you have, and make sure you understand your return before we file it. Our goal is straightforward: get you every dollar you are entitled to, file accurately, and make the whole process as painless as possible.

Available at All Four Offices and by Phone

You can come into any of our offices in Jonesboro, Lilburn, or Conyers in Georgia, or Rock Hill in South Carolina. Everything can also be handled by phone if your schedule makes an office visit difficult. We work around you.

Our team is bilingual and ready to help in English and Spanish. Si prefieres hablar en español, estamos aquí para ayudarte.

Frequently Asked Questions

Do I have to file taxes if I do not have a Social Security Number?
Yes — if you earned income in the United States, you are required to file regardless of immigration status. You can file using an ITIN, and you may be entitled to refunds and credits. We handle ITIN-based returns regularly and will walk you through the process.

What if I am self-employed or work as a 1099 contractor?
Self-employed individuals and 1099 contractors have specific filing requirements and deductions available to them that W-2 employees do not. We prepare returns for contractors across all trades and make sure you are taking advantage of every deduction that applies to your work.

Can you help me get an ITIN or EIN?
Yes. We assist with both ITIN applications and renewals using Form W-7, as well as EIN applications for new businesses. Call us at 770-960-8803 and we will walk you through what you need.

What if my tax situation is complicated?
We handle a wide range of personal and business tax situations. For situations requiring certified accounting or legal tax advice beyond our scope, we will tell you honestly and point you in the right direction.

Ready to File?

Call us at 770-960-8803, stop by any of our offices, or reach out online. Our bilingual team is ready to help you get your taxes done right — the first time.

Fase Insurance Group provides tax preparation and filing assistance services. We are not a licensed CPA firm. For complex tax situations requiring certified accounting or legal tax advice, please consult a licensed CPA or tax attorney.