The Tax Operation, LLC
Call: (704)635-7765
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Name of Client Services
The Tax Operation, LLC Service Overview
Individual Tax Preparation 
        •1040 Series

Business Return Preparation
        •Sole Proprietor, Single Member/Joint Venture LLC's

Electronic Filing - The Tax Operation provides you with the choice of all electronic filing options available in the industry. Electronic filing is available until October 15.

Easy Advance Plus* - We will be offering amounts from $500 - $6000 - Your loan amount will be based on your net tax refund.

Refund Transfers**

Tax Audit Assistance

Payroll Taxes

Fafsa Assistance, Financial Aid (Free)

*Easy Advance *To be eligible for the $6,000 loan amount, your expected Federal refund less authorized fees must be at least $7,000. An Easy Advance (EA) is a loan secured by and paid back with your tax refund and is offered by Republic Bank & Trust Company, member FDIC, to eligible taxpayers. Loan amount options are based on your expected Federal refund less authorized fees. If approved for an EA, a Finance Charge will apply. Loan is subject to underwriting and approval. EA proceeds are typically available within 24 hours of IRS acceptance of tax return or within 24 hours for those filing before the IRS start date; however, if direct deposit is selected, it may take additional time for your financial institution to post the funds to your account. Visit your tax preparer to learn about the cost and timing of all filing and product options. Available with preparation of 2023 federal tax return through Feb. 28, 2024. Visit us at The Tax Operation, LLC to learn about the cost and timing of all filing and product options. 

**A Refund Transfer is a fee-based product offered by Republic Bank & Trust Company, member FDIC. A Refund Transfer and all other authorized fees will be deducted from your tax refund. Visit your tax preparer to learn about all filing and product options, including obtaining your refund at no additional cost.



We can help you with every aspect of your tax preparation and planning of your individual tax returns. In the event of a tax audit, we are authorized to represent, on your behalf, with the Internal Revenue Service as a Third Party Designee; and upon completion of of form 2848, Power of Attorney. We also offer a complete range of services including Mailing, E-Filing, & New Business Set Up. We can help you start your own business and help you determine which business structure is right for you.

Our staff members are professional, courteous, and efficient.

We provide a variety of services including:
Our client base reflects the range of our expertise, and includes:

Individuals
Commercial Organizations 
Construction Companies
Estates 
Manufacturers
Medical and Dental Practices 
Non-Profit Organizations 
Oil and Gas Operations 
Office Personnel
Restaurants 
Retailers
Self-Employed(additional proof required)
Wholesalers