Maximize Your Tax Refund & Simplify Your Finances

Expert Tax Preparation & Business Advisory Services.

Services

About Us

At YZ Financial Services Inc., we have over 10 years of experience helping individuals and businesses navigate tax preparation and financial planning. Our mission is to provide honest, professional, and reliable services so our clients feel confident and satisfied with their financial decisions.

Our Services

Business & Personal Taxes

We specialize in maximizing refunds while ensuring compliance with tax regulations. Our services include:

 

  • ✅ Calculating tax liabilities and refunds.
  • ✅ Identifying deductions and credits.
  • ✅ Advising on tax planning strategies.
  • ✅ Representing clients before tax authorities.
  • ✅ Providing year-round tax support.

Payroll & 1099 Form Issuance

We streamline payroll management for businesses and independent contractors:

 

  • ✅ Wage calculations and tax withholding.
  • ✅ Direct deposit processing.
  • ✅ Compliance with federal, state, and local tax regulations.
  • ✅ Generation of W-2 forms for employees.
  • ✅ Issuance of 1099 forms for independent contractors.
  • ✅ Ensuring accuracy and timeliness in all payroll-related matters

ITIN Services

We assist individuals and businesses in obtaining and renewing their Individual Taxpayer Identification Number (ITIN) to ensure IRS compliance.

 

  • ✅ Full assistance with the application process.
  • ✅ Expert guidance for renewals.
  • ✅ Fast and accurate processing.

Audit Representation

Facing an IRS or California Franchise Tax Board (FTB) audit? Let our experienced team protect your rights and secure the best outcome.

 

  • ✅ In-depth knowledge of IRS and FTB audit procedures.
  • ✅ Customized strategies for your situation.
  • ✅ Confidential, professional service.
  • ✅ Proven success in audit resolutions.
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Client Service Policies and Standards

Welcome to our tax preparation services. To ensure clarity, transparency, and high-quality service, please review the following policies:

Document Submission Policy

  • All required documents must be submitted in person or electronically.

  • Incomplete or late submissions may result in delays or failure to meet filing deadlines.

  • Full payment is required prior to electronic or paper filing of tax returns.
  • We accept the following payment methods: refund transfer (pay with your refund), Zelle, cash, and debit or credit.
  • A non-refundable deposit may be required to begin work.

  • All client information is held in the strictest confidence and protected in accordance with IRS, FTB, and federal privacy laws.

  • Your information will never be shared with third parties without your written consent.

  • If an error is made on your return due to our oversight, you will be provided with a free amendment within 30 days of filing. • Additional changes due to client error or updated information may be subject to additional fees.

  • The client is responsible for the accuracy and completeness of all information submitted.

  • Any IRS penalties resulting from inaccurate, false, or omitted information are the client’s sole responsibility.

  • Please provide at least 24 hours’ notice for cancellations or rescheduling.

  • Missed appointments may be subject to a $20 rescheduling fee.

  • We respond to emails, calls, or messages within one business day whenever possible.

  • Preferred contact methods: [email, phone, client portal, text messages.

  • No tax return will be filed without the client’s written approval and signed authorization.

  • The client will have the opportunity to review all documents before filing.

  • We offer: tax preparation, tax planning, small business, corporate, and various state returns, all of which are online.

We offer: legal and financial advice, representation in full audits, accounting, payroll, 1099 and W2 issues, and many more services.

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