Licensed CPA Tax Preparation for Individuals & Small Businesses
Preparation of Form 1040, 1120S, 1120, and 1065 returns with secure documentation, structured review procedures, and professional oversight.
About
Liberty Tax Advisors
Liberty Tax Advisors LLC is a licensed CPA firm providing structured tax preparation for individuals, investors, and small businesses nationwide. Our practice focuses on accurate filings, defined engagement standards, and secure document management.
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We prepare federal and state returns including Forms 1040, 1120S, 1120, and 1065, with experience in investment reporting, self-employment income, rental property activity, and pass-through entity filings. Each engagement follows a consistent intake and review process to maintain compliance and documentation integrity. Our objective is simple: deliver organized, professionally prepared tax returns supported by clear communication and dependable oversight.
Services
Explore our expert tax and financial services designed to save you time, reduce stress, and help you stay financially confident year-round.
Individual Tax Preparation
(Form 1040)
Preparation of federal and state 1040 income tax returns, including:
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W-2 and 1099 income
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Capital gains and loss reporting
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Rental income and Schedule E reporting
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Education credits and dependent-related filings
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Healthcare marketplace reconciliation
Business Tax Preparation
Preparation of federal and state business entity returns, including:​
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Sole Proprietors (Schedule C, Form 1040)
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Corporations (Form 1120S/1120)
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Partnerships (Form 1065)
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K-1 report ing and allocation
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Officer compensation considerations
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Estimated tax coordination
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Multi-state entity compliance
IRS Representation
Professional representation for federal tax matters, including:
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IRS notices and correspondence
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Audit representation
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Penalty response and resolution
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Installment agreements
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Back tax compliance
Our Process
A structured, secure workflow designed to ensure accurate and compliant tax filings.
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STEP 1
Questionnaire and Quote
All new clients complete the tax questionnaire on the website. This initial step:
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Confirm scope of work
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Determine applicable forms and schedules
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Identify complexity factors
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Confirm the minimum tier + add-ons to quote.
STEP 2
Onboarding to Secure Portal & Collection
New clients will receive a link to register and access their secure portal, sign engagement letter, and upload tax documents. This second step:
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Formalizes engagement
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Authorizes CPA to access tax records
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Uploads the relevant tax documents through encrypted transmission
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Offers form-level compliance review
STEP 3
Tax Preparation
Once engagement is formalized and secure access is established. We review, prepare, and draft the tax return for filing. This third step:
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Organizes and reconciliates the tax documents in the portal
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CPA services the tax return
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Drafted tax return is uploaded to the secure portal for client's review
STEP 4
Client Review & Authorization
Upon completion, your draft return is provided for review and authorization.
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A draft return is uploaded to the secure portal
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Summary overview provided
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Electronic signature authorization requested
STEP 5
Post-Filing Retention
Client retains complete access to the tax returns at any time without needing to notify or request the tax preparer. This final step:​
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Securely holds the tax files
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Establishes convenience when in need of the tax documents for purposes of tax planning or pursuing options in financing you home or business.
SOC 2 Type 2
Compliance
Continuously audited to meet the highest security standards every day, not just once.
IRS Publication 4557 Compliance
Built to meet IRS data protection rules and keep your firm audit-ready.
FTC Safeguards
Rule Ready
Includes templates and controls to simplify FTC compliance.
Multi-Factor Authentication (MFA)
Enforced platform-wide to block 95% of unauthorized access attempts.
ISO 27001
Internationally certified for protecting data confidentiality, integrity, and availability.
ISO 22301
Certified business continuity to recover from disruptions fast and securely.
HIPAA Support
Secure storage and sharing
for firms handling healthcare-related data.
We utilize a secure client portal that incorporates industry-recognized encryption and compliance standards, including safeguards aligned with IRS Publication 4557 and FTC Safeguards Rule requirements.
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