Camelot Wealth Management​

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Tax Preparation

Professional Tax Return Preparation


Preparing your own income tax return can be a task that leaves you with more questions than answers. Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional.

It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. We prepare tax returns for people just like you. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year.


 Our Service


  • Completion of your tax return.
  • Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Your tax return will be filed electronically. 
  • Our staff will show you how to adjust your payroll withholding to get more money back each pay period. Don’t give the IRS an interest free loan for up to 16 months.
  • Notification once your funds have been deposited in your account via text message, email or phone.


We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability if requested.

Visit the following sites for more information to verify our firms Preparer tax identification number (PTIN): http://www.irs.gov PTIN: P01805534 and P01533447.

If you believe you have been a victim of an IRS Impersonation Scam: http://www.treasury.gov/tigta/contact_report.shtml

​Report abusive tax preparers to the IRS. You can report abusive tax preparers and suspected tax fraud to the IRS on Form 14157, Complaint: Tax Return Preparer. Download Form 14157 from www.irs.gov or order by mail at 800-TAX-FORM (800-829-3676).