TAX PREP. FINANCIAL GUIDANCE. REAL RESULTS.
More Refund.
Less Stress.
Year-round tax preparation and financial guidance for
individuals and business owners.
TAX PREP. FINANCIAL GUIDANCE. REAL RESULTS.
More Refund.
Less Stress.
Year-round tax preparation and financial guidance for individuals and business owners.
IRS-Compliant
Fast Turnaround
Secure Process
Year-Round Support
IRS-Compliant
Fast Turnaround
Secure Process
Year-Round Support
OUR SERVICES
Three Ways We Help You Win.
Simple. Strategic. Effective. Our core services are designed to help you keep more of what you earn and build a stronger financial future.
Tax Preparation
Maximize your refund with accurate, stress-free filing.
W-2 & 1099 Filing
Dependents & Credits
Refund Optimization
Join Our Team
Expert tax filing for your business, done right.
LLC & S-Corp Returns
1099 & Schedule C
Deductions Maximized
Build Your Own Tax Team
Plan today. Prosper tomorrow. We help you grow.
Tax Planning
Budgeting & Strategy
Financial Growth
HOW IT WORKS
A Simple 4-Step Process
Submit Intake Form
Tell us about you and your tax needs.
Choose Your Preparer
Select the team member you want to work with.
Upload Documents
Securely upload your documents and info.
File & Follow Up
We prepare, file, and follow up on your return.
OUR SERVICES
Three Ways We Help You Win.
Simple. Strategic. Effective. Our core services are designed to help you keep more of what you earn and build a stronger financial future.
Individual Tax Prep
Maximize your refund with accurate, stress-free filing.
W-2 & 1099 Filing
Dependents & Credits
Refund Optimization
Business Tax Prep
Expert tax filing for your business, done right.
LLC & S-Corp Returns
1099 & Schedule C
Deductions Maximized
Financial Consulting
Plan today. Prosper tomorrow. We help you grow.
Tax Planning
Budgeting & Strategy
Financial Growth
HOW IT WORKS
A Simple 4-Step Process
Submit Intake Form
Tell us about you and your tax needs.
Choose Your Preparer
Select the team member you want to work with.
Upload Documents
Securely upload your documents and info.
File & Follow Up
We prepare, file, and follow up on your return.
WHY CLIENTS CHOOSE US
More Than
Just Tax Prep
Benefits
Maximize Your Refund
We find deductions others miss.Dedicated Tax Professionals
Work with a preparer who cares about your success.Secure & Easy Process
Your data is protected every step.Year-Round Support
We’re here whenever you need us.
WHY CLIENTS CHOOSE US
More Than
Just Tax Prep
Benefits
Maximize Your Refund
We find deductions others miss.Dedicated Tax Professionals
Work with a preparer who cares about your success.Secure & Easy Process
Your data is protected every step.Year-Round Support
We’re here whenever you need us.
ABOUT
AD Financial Services
AD Financial Services helps individuals, families, and business owners file taxes with confidence. Our team focuses on accurate preparation, compliance, and year-round support so clients can maximize eligible deductions and stay financially organized. We combine professional tax expertise with a streamlined client experience from intake to filing and follow-up.
MEET
Amber Murphy
Guiding You Toward
Financial Success.
Amber Murphy is the owner of AD Financial Services with over 5 years of experience helping individuals and businesses reach their financial goals.
5+ Years of Experience
Tax & Financial Expert
Client-Focused Approach
MEET
Amber Murphy
Guiding You Toward
Financial Success.
Amber Murphy is the owner of AD Financial Services with over 5 years of experience helping individuals and businesses reach their financial goals.
5+ Years of Experience
Tax & Financial Expert
Client-Focused Approach
MEET AMBER MURPHY
Guiding You Toward
Financial Success.
Amber Murphy is the owner of AD Financial Services with over 5 years of experience helping individuals and businesses reach their financial goals.
5+ Years of Experience
Tax & Financial Expert
Client-Focused Approach
WHAT OUR CLIENTS SAY
FREQUENTLY ASKED QUESTIONS
Answers Before
You Ask.
GENERAL SERVICES
How does AD Financial Services work?
We connect you with a dedicated tax professional based on your needs. Simply complete our intake form, select your preferred preparer, and we’ll guide you step-by-step through the process — from consultation to filing and beyond.
Do I get to choose my tax preparer?
Yes! Our system allows you to select your preferred preparer directly. Once selected, you’ll receive their contact details and a link to schedule your appointment.
Is your service virtual or in-person?
We offer both! Most clients choose our convenient virtual option, but in-person appointments may be available depending on your preparer.
What documents do I need to get started?
You’ll typically need: Photo ID Social Security cards (for you and dependents) W-2s, 1099s, or income documents Prior year tax return (if available) You’ll receive a full checklist after booking your appointment.
How long does it take to file my taxes?
Once all documents are received, most returns are completed within 24–72 hours. Timing may vary depending on complexity.
PRICING & PAYMENTS
How much do your services cost?
Pricing varies based on your tax situation and selected preparer. You’ll receive transparent pricing before your return is finalized.
Do you offer refund advances?
Yes! Some preparers offer refund advance options, allowing you to receive a portion of your refund early (approval required).
PROCESS & SUPPORT
What happens after I submit my information?
After submission:
Your selected preparer is notified
You receive a confirmation email
You’ll schedule your consultation
Your preparer begins reviewing your return
Will I be able to track my refund?
Yes! Once your return is filed, you’ll receive instructions on how to track your refund directly with the IRS.
Do you provide support after my taxes are filed?
Absolutely. We provide ongoing support, updates, and assistance even after your return is submitted.
SECURITY & COMPLIANCE
Is my information secure?
Yes. We use secure, IRS-compliant systems to protect your personal and financial information at all times.
Are your preparers certified?
All preparers operate under required credentials (PTIN/EFIN where applicable) and follow strict compliance guidelines.
ERO Academy (For Aspiring Preparers)
What is the ERO Academy?
Our ERO Academy is a hands-on training program designed to teach you how to start, grow, and scale your own tax business.
What do I receive in the program?
Inside the program, you’ll receive:
• ERO setup guidance
• Tax software access
• Marketing training
• Bank product training
• Team-building strategies
• Step-by-step onboarding
• Ongoing support throughout the process
Do I need experience to join?
No experience needed! Our training is beginner-friendly and designed to guide you step-by-step
How much does the program cost?
Program pricing varies by season:
• June – September: $500
• October – January: $1000
Will I be able to work under AD Financial Services?
Yes! Qualified participants may have the opportunity to operate under our network and receive access to clients, systems, and ongoing support.
Referrals
Do you offer referral incentives?
Yes! We reward clients and partners who refer new customers to AD Financial Services.
How does the referral program work?
It’s simple:
• Share your referral link
• Your referral files with us
• You receive your referral reward
Additional details and eligibility requirements may apply.
Ready To File With Confidence?
Let us handle the rest. get started today!
Ready To File With Confidence?
Let us handle the rest.
get started today!