How Freedom Tax Strategies Does Tax Prep Differently — And Why It Matters

How We Do Taxes Differently at Freedom Tax Strategies 

At Freedom Tax Strategies, we believe tax season shouldn't be a source of stress, confusion, or  costly errors. That’s why we’ve reinvented the way we serve our clients, using cutting-edge  tools, proactive audit protection, and IRS-approved strategies that save time and money. 

If you’ve worked with a traditional accountant before, you know the drill: chasing down missing  forms, printing and signing documents, guessing whether your return is correct, and praying you  don’t get audited. 

That’s not how we do things. 

TaxNow Technology: Precision & Protection 

One of the tools that sets us apart is TaxNow, a secure IRS-approved software that allows us to  pull unmasked IRS transcripts for each client. This means we can see exactly what the IRS  sees, even before we start preparing your tax return. 

We pull your Wage & Income Transcripts in advance, so if you're missing a 1099-NEC, W-2,  or a brokerage statement, no worries - we already have it. 

By doing this, we: 

• Eliminate guesswork 

• Ensure nothing is omitted 

• Prevent common IRS red flags 

• Reduce the chance of audits or amended returns 

And here’s the best part: We pay for TaxNow ourselves. It’s part of your standard tax package - no surprise fees, no upsells.

A Fully Digital, Audit-Conscious Process 

From start to finish, our entire process is automated and paperless. We don’t ask you to mail  anything or print out forms. 

Here’s how it works: 

1. You send us your documents. 

2. We compare them with IRS data using TaxNow. 

3. When your return is ready, we send you Form 8879 electronically for e-signature. 4. Your return is e-filed, and your payment/refund is direct debited or deposited. 

No paper. No stress. No guesswork. 

Built-In IRS Monitoring 

We don’t disappear after filing. Freedom Tax Strategies keeps an eye on your IRS account  throughout the year. We: 

• Track your refund status 

• Monitor for notices or adjustments 

• Alert you immediately if something changes 

• Represent you before the IRS if needed 

As federally licensed Enrolled Agents (EAs), we are authorized to represent clients in all 50  states. We’re held to a high standard of ethics and must fulfill Continuing Education  requirements every year to stay on top of every tax law update. 

Customized Tax Strategies That Save You Thousands 

Our job isn’t just to file your taxes. It’s to look ahead and design strategies that maximize your  savings and keep you compliant. 

Using tools like: 

• Entity structuring 

• Industry-specific deductions 

• Tax credit optimization 

• Retirement contribution strategies 

• Home office deductions 

• Augusta Rule utilization 

• Qualified business income (QBI) planning 

• Back-year tax optimization 

• Tax-loss harvesting

We tailor every return and tax plan to your personal or business situation. We Simplify the Complex 

We know taxes can be overwhelming. That’s why we break the process down into simple, bite sized steps, and walk you through everything clearly and efficiently. 

We make it easy. We make it accurate. And we make sure it’s done right the first time. Ready for a Smarter Tax Experience? 

If you're tired of outdated methods, missed deductions, or anxiety around IRS letters, let’s talk.  Freedom Tax Strategies combines compliance, technology, and strategy to give you total  confidence in your tax situation. 

Book a consultation today and discover the difference.