Take taxes off your to-do list

Is your tax prep frustrating,
time consuming, and expensive?

It doesn’t have to be!

Shoebox offers timely and accurate tax preparation for individuals and small businesses year round with a high level of personalized service at value driven pricing.

It’s as easy as handing us a shoebox!

Worried you have to “prepare” your taxes to have them prepared by a professional? Not when you work with Shoebox Tax Prep. Bring us your unorganized, tax-related documents in any old box, folder, or bag. We’ll take it from there using our trusted and accurate Shoebox Method™.

Shoebox Tax Prep - We Make Taxes Feel Easy

We make taxes feel easy

With more than 20 years of experience in financial planning, we’ve helped countless individuals, couples, and businesses get their taxes in order. We know if you come to us, taxes are the last thing you want to be doing — so we go out of our way to make the entire process simple and painless. Just stop by our office, hand us a box of your tax documents and files, and we’ll take care of the rest.

Shoebox Tax Prep

Tax Preparation

We’ll take your taxes off your hands – literally.

Shoebox Tax Prep

Tax Planning

When April 15th comes around, you’ll be ready.

Shoebox Tax Prep


Giving you more time to focus on your big vision

Our Services Include:

Individual Tax Preparation

  • Complimentary Consultation
  • Individual tax preparation
  • Strategic advice and planning
  • Amended Returns
  • Preparation and filing of back taxes
  • IRS Consulting
  • Self- Employed Schedule C

Business Tax Preparation

  • Small Business S-Corps
  • Partnership and Corporate Tax Preparation
  • Quarterly Projections
  • Sales Tax Preparations and Returns
  • Gift and Estate Returns
  • Estimate Taxes
  • Preparation and filing of back taxes


  • Manage Accounts Payable and Accounts Receivable
  • Prepare and present Financial Statements
  • Prepare and Send 1099 and 1096 forms
  • Install and set up QuickBooks Online and provide basic training

Excellent Service

“Excellent service! They prepare my annual tax returns but also reached out mid-year inquiring as to any financial life changes, which I had. They provided me with easy to understand options to avoid potential penalties, allowing me enough time to take action. Very proactive and knowledgable.”

– Pat C.

Exceeded Expectations

“They exceeded my expectations. They delivered timely & effectively for my whole family & businesses. We have multiple entities & they seamlessly tied them all together with minimal effort on our part. Time & Money 💴 High regards for Shoebox!!!”

– Randy M.

Amazing Experience

“I had an amazing experience. I was using a different tax company before and I had my taxes reviewed by shoebox they found several mistakes and I am now going to move forward with them doing my taxes from now on.”

– Stacey W.