tax preparation

Maximize your refund with accurate, stress-free filing

handled by dedicated tax professionals.

tax preparation

Maximize your refund with accurate, stress-free filing handled by dedicated tax professionals.

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

Filing Done Right The First Time.

We combine sharp attention to detail with a real conversation about your finances,

so every deduction and credit you qualify for actually makes it onto your return.

  • W-2 & 1099 filing

  • Dependent & credits review

  • Refund optimization

  • Year-round support

  • Secure document upload

  • Direct-deposit refunds

TAX PREPARATION

Meet Your Tax Experts

Choose tax professional you'd like to work with. Our dedicated team is here to make

your tax filing experience smooth and stress-free.

Amber Murphy

Amber Murphy, owner of AD Financial Services, has over five years of experience helping clients achieve financial success. She specializes in maximizing returns for parents and helping entrepreneurs prepare to purchase homes or business assets.

Sherea Winn

With four years of tax experience, Sherea Winn helps families and small business owners maximize their refunds through expert knowledge of Earned Income Tax Credit and Schedule C filings.

Amelia Meadows

A serial entrepreneur with strong knowledge of Schedule C filing and itemized deductions, Amelia Meadows is passionate about helping families and her community maximize their tax returns. Her dedication to service and attention to detail make every client experience personal and rewarding.

Janay Simpson

A serial entrepreneur with hands-on experience in business and finance, Janay Simpson brings valuable insight into filing Schedule C returns and maximizing refunds for self-employed clients. She’s passionate about helping others understand their finances and keep more of what they earn.

Ashley Jackson

Driven by her love for giving back to the community and helping families in need, Ashley Jackson uses her knowledge of Earned Income Tax Credit (EITC) to help clients receive the refunds they deserve. Her compassion and expertise make her a trusted advocate for every family she serves.

Tealor Bowie

Taelor is a knowledgeable and client-focused tax professional who brings accuracy, care, and excellent customer service to every return she prepares. Her friendly approach makes the filing process simple, smooth, and stress-free for each client she serves.

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.

IRS-Compliant

Fast Turnaround

Secure Process

Year-Round Support

Filing Done Right The First Time.

We combine sharp attention to detail with a real conversation about your finances,

so every deduction and credit you qualify for actually makes it onto your return.

  • W-2 & 1099 filing

  • Dependent & credits review

  • Refund optimization

  • Year-round support

  • Secure document upload

  • Direct-deposit refunds

TAX PREPARATION

Meet Your Tax Experts

Choose tax professional you'd like to work with. Our dedicated team is here to make your tax filing experience smooth and stress-free.

Amber Murphy

Amber Murphy, owner of AD Financial Services, has over five years of experience helping clients achieve financial success. She specializes in maximizing returns for parents and helping entrepreneurs prepare to purchase homes or business assets.

Sherea Winn

With four years of tax experience, Sherea Winn helps families and small business owners maximize their refunds through expert knowledge of Earned Income Tax Credit and Schedule C filings.

Amelia Meadows

A serial entrepreneur with strong knowledge of Schedule C filing and itemized deductions, Amelia Meadows is passionate about helping families and her community maximize their tax returns. Her dedication to service and attention to detail make every client experience personal and rewarding.

Janay Simpson

A serial entrepreneur with hands-on experience in business and finance, Janay Simpson brings valuable insight into filing Schedule C returns and maximizing refunds for self-employed clients. She’s passionate about helping others understand their finances and keep more of what they earn.

Ashley Jackson

Driven by her love for giving back to the community and helping families in need, Ashley Jackson uses her knowledge of Earned Income Tax Credit (EITC) to help clients receive the refunds they deserve. Her compassion and expertise make her a trusted advocate for every family she serves.

Tealor Bowie

Taelor is a knowledgeable and client-focused tax professional who brings accuracy, care, and excellent customer service to every return she prepares. Her friendly approach makes the filing process simple, smooth, and stress-free for each client she serves.

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.

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?

Get started in minutes. We handle the paperwork.

Ready To File With Confidence?

Get started in minutes.

We handle the paperwork.

© 2026 AD Financial Services. All rights reserved.

Ready To File With Confidence?

Let us handle the rest.

get started today!