Taxes Done Right.

We offer comprehensive tax preparation and planning services tailored to the needs of individuals, small to medium-sized businesses, as well as ministries, churches, and not for profits. Our team of experienced tax experts is well-versed in the complexities of the tax code, ensuring accurate and compliant tax returns for all our clients.

For individuals, we understand that filing personal tax returns can be a daunting task. That's why our dedicated team works closely with you, taking the time to understand your unique financial situation. We maximize deductions and credits, carefully navigating through W-2 income, investment gains, self-employment income, farm income, various forms of passive income, and rental properties. By accurately completing all applicable tax forms and understanding your personal financial situation, we minimize your tax liability while providing you with peace of mind.

When it comes to small to medium-sized businesses, our tax experts specialize in streamlining the tax process. We take care of preparing and filing business tax returns, managing payroll taxes, and tax planning with you to ensure you are taking advantage of available tax incentives and deductions. Our goal is to minimize your tax and bookkeeping burden so that you can focus on what you do best – growing and managing your business.

In addition, we recognize the unique tax considerations that ministries and churches face. Our team has extensive experience working with ministers, churches, schools, and various religious organizations, ensuring compliance with tax regulations specific to this sector. We assist with tax-exempt status applications, manage charitable contributions, and provide counsel on housing allowances, social security exemption, and other clergy tax matters. With our expertise in ministry and taxes related to not for profits, we help you handle your financial obligations so you can focus on the work God has called you to do.

At Apple Tree Financial Group, we are committed to providing accurate, reliable, and personalized tax preparation and planning services. Whether you're an individual, a small business owner, or part of a ministry or church, we have the expertise to handle your tax needs. Trust us to navigate the intricacies of the tax code, optimize your tax outcomes, and ensure compliance with applicable regulations.

To submit your tax documents to be prepared, click the button below.