Anderson Tax Expert (A.T.E.)

Welcome to Anderson Tax Expert (A.T.E.) Your trusted Admin for tax prep & financial consulting. Tap below to book or access your client forms ⬇️

Meet Briana Matthews
Get free tax estimate

STEPS TO FILE YOUR TAXES HERE ⬇️

Step 1- Fill out your Intake form
Step 1- Fill out your Intake form
During appointment- Fill out tax filing authorization page
During appointment- Fill out tax filing authorization page
Book your in-person appointment
Book your in-person appointment
Self Employment Affidavit(fill this out only if you are self employed)
Self Employment Affidavit(fill this out only if you are self employed)
Household Income Affidavit (fill this out only if you are a household employee)
Household Income Affidavit (fill this out only if you are a household employee)
CLIENT FREEBIE INFORMATION FORM
CLIENT FREEBIE INFORMATION FORM

Tax Info and other forms as needed

Missing documents form
Missing documents form
Sign up for our VIP tax client list
Sign up for our VIP tax client list
Tax Amendment Intake Form(fill this out if you need to file an amendment)
Tax Amendment Intake Form(fill this out if you need to file an amendment)
Join my Referal Team (earn money off of each person you send)
Amendment Engagement letter authorization(fill this out before your...
Amendment Engagement letter authorization(fill this out before your...
guardian tax authorization(fill this out only if you can't provide documents for custod...
guardian tax authorization(fill this out only if you can't provide documents for custod...
Meet Admin - Briana Wilder
Follow Admin | Tax Pro Briana Wilder Instagram
Follow Briana Wilder
Follow Briana Wilder
EmailEmail

View on mobile