About the Firm
Above and Beyond Tax, LLC is a full-service Financial Firm that offers a comprehensive set of tax services, including tax preparation, tax planning, and tax representation. Whether you’re an individual, with a fairly simple tax situation or a business owner that requires more in-depth analysis, we can help you maximize your tax savings and minimize your tax liability.
Our purpose is to inspire and support the community by providing infinite resources in order to create an abundant lifestyle. Our mission is to maximize your abundant lifestyle through our robust tax and financial services. Our vision is to create a community of abundance.
Documents
Our Services
We offer tax preparation services to individuals and businesses. Some forms include, but are not limited to, Form 1040 (Individual Tax Return), Form 1065 (Partnership), Form 1120 (Corporation), Form 1120S (S Corporation), and Form 990 (Tax Exempt Organizations). Whether you have a simple tax return or a highly complex one, we can help.
Tax planning simply helps you save money. Whether you’re looking for the most tax advantageous ways to save for retirement or are expecting to get married, we can help determine the tax implications. A tax planning engagement can include a specific transaction or a multitude of transactions throughout a specified period of time. Year-round tax planning is also available.
If the IRS comes knocking on your door, we can help. As a CPA firm, we can represent you on any matters before the IRS. Whether you’re looking for someone to defend you in the event of an IRS audit or looking to settle a tax debt with the IRS, let’s talk.
COURSES
Check out our courses below.
The Infinite Wealth course is a powerful wealth of education that allows you to build multi-generational wealth on a tax-free basis.
The course is short, but action-packed with a wealth of knowledge! For the investment you are making in the course, you will build a tremendous amount of tax-free wealth and gain a tremendous amount of value! The course also allows you an opportunity to receive hands-on services if needed in case you need an extra hand.
Meet the Founder
Katina Hodges is the Founder and CEO of Above and Beyond Tax Services, LLC. She has a bachelor’s degree in Business Finance and over 10 years tax preparation experience. Which includes preparing taxes for individuals and small businesses. No matter what your needs are, she can help you solve them. Not only can she prepare your taxes, but she can also provide you with tax representation on any matters before the IRS. Furthermore, she is a Certified Quickbooks Pro Advisor for a full host of services the firm offers, please look at the services section.