2100B Southbridge Pkwy
Suite 650 Birmingham, AL 35209
(205) 235-2373
We are here to help
Monday – Saturday
Notary Services: 9:00 AM – 9:00 PM
Other Services: 9:00 AM – 6:00 PM
Embark on Your Journey to Success with Sapphire Tax Preparation
Individual Couple Business State Federal Estimated TAXES
More About Sapphire Tax Services
Caring for Your Tax Needs
At Sapphire Tax, we comprehend the intricacies and significance of overseeing your tax responsibilities, and we are committed to guaranteeing a smooth, precise, and trouble-free tax preparation experience
Your Tax Experts
Whether you're an individual taxpayer or a business owner, our team possesses the knowledge and expertise to expertly manage all of your tax requirements. We specialize in optimizing deductions and minimizing your tax liability, with our primary objective being to guide you through the complexities of the tax code to secure the most favorable results.
Your Tax Partner
As tax laws undergo constant changes, we're here to streamline the process and assist you in reaching your financial objectives. Whether you seek guidance, require tax planning assistance, or find yourself facing an audit, Sapphire Tax stands ready to provide unwavering support throughout your journey.
What to Expect With Sapphire Taxes
1. Connect To Onboard
Join the portal to provide your personal general information and consent to get stared.
3. We Got it from here
Sit back and relax while we prepare your tax return and maximize your deductions.
2. Upload Documents
Submit digital versions of your tax forms by using your computer or mobile device
4. Time to File
Review your return, determine payment/deposit method e-sign, then you are done!
Ways To Get Started With Sapphire Taxes
File on the go digitally
Upload your tax docs with your mobile device. Download the SecureFilePro software app today to securely house your documents, access your records, and chat with a tax pro on the go.
Prepare Your Own Taxes
File from home for a flat fee of $25 without the pricing tiers or jumps as you complete your tax return. Federal, State, and Amendment are included. Feel good knowing its done right.
file comfortably from home
Our client portal will allow you access to begin the process of uploading your tax documents, access your records when needed, complete your forms, and chat with a tax professional immediately.
Ready to Get Started?
No strings attached
Federal & State One Price
All Filing Statuses Supported
Credits Galore
Deduction Aplenty
100% Accurate Calculations
Ways To Receive A Refund With Sapphire Taxes
Refund Transfer
Refund direct deposited to your bank account within 10 to 12 days
Direct Deposit
Refund direct deposited to your bank account within 21 days.
GO2bank
Refund deposited to a GO2bank mobile account
Bank Check
A check is printed and mailed directly to you
Individual Tax Filing
Simple
Form 1040
- Wage & Salary Income (W-2/W-2c)
- 1099-INT/DIV (Sch B)
- Retirement Income (1099-R, SSA-1099)
- Unemployment compensation (1099-G)
- Other income (1099-MISC, 1099-NEC)
- Itemized Deductions (Sch A)
- Schedules 1, 2, 3
- FTC 1116 (Passive category)
- Schedule K-1 (only 1)
- 1 State Tax Return
- Form W-2G (Up to 5)
- Schedule D - Capital Gains or Losses (up to 5)
Moderate
Form 1040
- Simple category parameters plus below:
- First-year return (all dagta to be entered manually with a 2- year comparison)
- Sch K-1 (up to 5)
- Up to 2 State tax returns
- Form W-2G (More than 5 and up to 15)
- Schedule D - Capital Gains or Losses (More than 5 and up to 20)
- Schedule E (Rental property) (Up to 5)
- Form 4562 (up to 5 new assets addition)
- Schedule C - Business Income (Up to 5)
Complex
Form 1040
- Simple & moderate category plus below
- Sch K-1 (more than 5 and up to 15)
- State tax returns (More than 2 up to 5)
- W2-G (More than 15 up to 30)
- Schedule D - Capital Gains or Losses (More than 20 up to 50)
- Schedule E (Rental Property) ( More than 5 up to 10)
- Form 4562 (New assets addition of more than 5 up to 20)
- Schedule C - Business Income (More than 5 up to 10)
- FBAR/FinCen 114 - Foreign Bank Account Reporting (Up to 20 accounts)
- Form 8938 - Statement of Specified Foreign Financial Assets (up to 20 assets)
- FTC 1116 (General Limitation)
- Form 2555 - Foreign Earned Income and Housing Exclusion
- Form 8824 - Like Kind Exchange
- Form 4797 - Sale of Business Property
- Form 6252 - Instalment Sale
- Local Tax Returns
- Foreign tax returns and foreign documents
Super Complex
Form 1040
- Simple, moderate & complex category plus below
- Sch K-1 (more than 15)
- State tax returns (More than 5)
- W2-G (More than 30)
- Schedule D - Capital Gains or Losses (More than 50)
- Schedule E (Rental Property) ( More than 10)
- Form 4562 (New assets addition of more than 20)
- Schedule C - Business Income (More than 10)
- FBAR/FinCen 114 - Foreign Bank Account Reporting (More than 20 accounts)
- Form 8938 - Statement of Specified Foreign Financial Assets (More than 20 assets)
Business Tax Filing
Self-Employed and Independent Contractors
Individuals or businesses who are self-employed or operate as sole proprietors typically file a Schedule C as part of their annual tax return. Additionally, individuals or entities who receive 1099-MISC or 1099-NEC forms reporting income they earned as independent contractors or freelancers should also include this income on Schedule C when filing their taxes.
Corporate and Partnerships
Corporations and partnerships have distinct tax obligations and filing requirements. Corporations, including C corporations and S corporations, often file Form 1120 or 1120-S, respectively, to report their income and expenses. Partnerships typically use Form 1065 to report partnership income and allocations to partners.
Simple
Form 1120/1120s
- Total Receipts less than $250,000
- Form 1125-A (COGS)
- Schedule K (Other/Shareholders' pro rata share items))
- Form 1125-E (Compensation of Officers)
- Schedule C (Dividends, Inclusions, and Special Deductions)
- Form 4562 - Depreciation
- Form 8825 (Up to 2)
- 1 State tax return
Moderate
Form 1120/1120s
- Simple category parameters plus below:
- Total reciepts more than $250,000
- Schedule D (Capital Gain or Loss)
- Form 4797 (Sale or exchange of business property)
- Schedule L (Balance Sheet)
- Schedule M-1 & M2
- Form 4562 - Addition of new assets (Up to 20)
- Schedule B (Other/Additional information for Schedule M3 filers)
- Schedule G
- Form 8825 (3 to 5)
- State tax returns (up to 5)
Complex
Form 1120/1120s
- Simple & moderate category plus below
- Schedule F (Farm Income/Loss)
- Form 8873 (Extra-Territorial Income Exclusion)
- Schedule M-3
- Form 8810 (Rental Income subject to passive activity limitation)
- Form 1118 (Foreign Tax Credit)
- Form 5471
- Form 5472
- Form 8825 (6 to 10)
- Form 4562 - Addition of new assets (20 to 50)
- State tax returns (up to 15)
Super Complex
Form 1120/1120s
- Simple, moderate & complex category plus below
- Form 8825 (more than 10)
- Form 4562 - Addition of new assets (more than 50)
- State tax returns (more than 15)
Simple
Form 1065
- Total Receipts less than $250,000
- Form 1125-A (COGS)
- Schedule K (Partner's distributive share items)
- Schedule B (Other Information)
- Schedule B-1
- Form 4562 - Depreciation
- Form 8825 (Up to 2)
- 1 State tax return
Moderate
Form 1065
- Simple category parameters plus below:
- Total receipts more than $250,000
- Schedule D (Capital Gains and losses)
- Form 4797 (Sale or exchange of business property)
- Schedule L (Balance Sheet)
- Schedule M-1 & M-2
- Form 4562 - Addition of new assets (Up to 20)
- Schedule C (Additional information for Schedule M3 filers)
- Form 8825 (3 to 5)
- State tax returns (up to 5)
Complex
Form 1065
- Simple & moderate category plus below
- Schedule F (Farm Income/Loss)
- Form 8873 (Extra-Territorial Income Exclusion)
- Schedule M-3
- Form 8810 (Rental Income subject to passive activity limitation)
- Form 8825 (6 to 10)
- Form 4562 - Addition of new assets (20 to 50)
- State tax returns (Up to 15)
Super Complex
Form 1065
- Simple, moderate & complex category plus below
- Form 8825 (more than 10)
- Form 4562 - Addition of new assets (more than 50)
- State tax returns (more than 15)
Sapphire's Assurances to You
Our Commitment to Accuracy and Assurance
In the unlikely event that an error is identified in your return due to our oversight, rest assured that we will promptly amend it at no cost to you. Moreover, we take responsibility for any interest and penalties, up to $1,000, that may arise as a result of our error. Please note that while we stand by our commitment, any additional taxes owed remain your responsibility, regardless of the circumstances.
Seamless Tax Amendments with Sapphire
At Sapphire, we prioritize your financial well-being. If a tax amendment is necessary, even if it's not a result of our initial work, we're here to assist you swiftly and affordably. We offer a minimal fee of just $75 for most amendments, ensuring your tax situation is kept in order. In cases where a comprehensive re-evaluation is required, our fee remains competitive at $100. Furthermore, if you require amendments to a return prepared by someone else, our dedicated service is still available for the same $100 fee. Your financial peace of mind is our commitment.
Our Trusted Tax Solution: Drake Software
At Sapphire Taxes, we take your financial well-being seriously, and that's why we've chosen Drake Software for all your tax preparation and e-filing needs. Our partnership with Drake ensures that your tax returns are meticulously prepared and filed with the utmost precision. You can have complete peace of mind knowing that your financial matters are in the hands of a trusted and reliable solution.
Enhanced Security and Peace of Mind
At Sapphire Tax, we go the extra mile to safeguard your financial well-being. With every individual tax return, we provide Audit Protection and ID Theft Restoration through our comprehensive Protection Plus service. This means that you not only receive expert tax assistance but also enjoy added security and peace of mind, knowing that you're covered in the unlikely event of an audit or identity theft. Your financial security is our priority.
Ready to Get Started?
No strings attached
Federal & State One Price
All Filing Statuses Supported
Credits Galore
Deduction Aplenty
100% Accurate Calculations
Client Testimonials
“I have been a client of Shemea's for 7+ years, and I am very pleased with the work she has done for me! She is very thoughtful, caring, patient, and professional. She is very thorough and has educated me in things that I needed to know. I would highly recommend her to anyone who needs her services!”
Terri C.
“I've been using Shemea since 2016. I have no complaints and I've always gotten great customer service, I wasn't very knowledgeable about the ins and outs of taxes and the IRS but she was patient and carefully explained the process. I referred many other customers and they all were satisfied as well.”
Brandon N.
“Shemea has been doing my taxes for the last 3 years now and I am very pleased with her great service she is very professional at all times and get me my refund back very fast I will recommend everyone to her because you will not regret it..”
Aleaha A.