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Resource Checklists for Individuals and Businesses
For individual taxpayers, we have the perfect checklist to ensure you aren't missing any important deductions. Download our checklist of the 10 most commonly missed deductions.
For beginner business owners, we also have a useful and comprehensive checklist to ensure your business is set up for success.
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Resources for Individuals and Businesses
Tax Checklist for Individuals
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Tax Checklist for Businesses
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FREE DOWNLOAD
Resources for Individuals and Businesses
Tax Checklist for Individuals
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Tax Checklist for Businesses
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Our Story
Roderick Tate is dedicated to accounting and tax services for individuals and small business owners. Our tax firm offers the expertise of a tax professional and specializes in powerful tax planning techniques. These highly effective strategies save our clients tens of thousands of dollars in taxes each year.
We take pride in saving our clients money. When you turn to us for your tax prep needs, you’ll have peace of mind knowing that a qualified tax professional is overseeing your finances so you avoid costly mistakes.
We'll be proactive about protecting your wealth by keeping in touch with you throughout the year to manage your tax burden. If you need to make financial decisions that could have tax consequences, you can count on us to discuss your concerns and find ways to control tax exposure
Our Story
Roderick Tate is dedicated to accounting and tax services for individuals and small business owners. Our tax firm offers the expertise of a tax professinoal and specializes in powerful tax planning techniques. These highly effective strategies save our clients tens of thousands of dollars in taxes each year.
We take pride in saving our clients money. When you turn to us for your tax prep needs, you’ll have peace of mind knowing that a qualified tax professional is overseeing your finances so you avoid costly mistakes.
We'll be proactive about protecting your wealth by keeping in touch with you throughout the year to manage your tax burden. If you need to make financial decisions that could have tax consequences, you can count on us to discuss your concerns and find ways to control tax exposure
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What We Offer
Individual Tax Prep
We offer a full range of tax planning and preparation strategies that keep you on track with your financial goals
Business Tax Prep
New or existing business owner and don’t know where to start? Our team of experts who specialize in business returns can help.
Audit Protection
In the event of an IRS audit, our team will handle the entire process from start to finish, so you can have peace of mind.
Pay nothing out of pocket with a pay-by-refund option
It's your money – keep it in your wallet where it belongs. With our refund transfer payment options, pay for tax prep and other related fees right from your tax refund. With filing costs out of the way, you'll enjoy the rest of your refund worry-free.
Ask us about our pay-by-refund option.
Fees won't be collected until the service is done and your tax refund arrives.
Choose to get your refund by direct deposit, check, or Netspend Pre-Paid Visa Card.
Whether I'm at a networking event, social gathering, or even hanging out with friends and family, the most common question I get asked is: "Can I write this off?"
With that in mind, I decided to create a FREE pdf that shows you exactly how to write almost anything off!
Interested In A Career In Tax Preparation?
Learn how to earn up to 100k your first year, and let Taxes By Tate facilitate your ease of entry in a profitable industry.
Here's what you'll learn:
Looking To Access Your Tax Refund Now Instead Of Waiting?
Celebrate at a restaurant, buy groceries, or just pay off some bills. Available for a limited time, we can offer refund advances up to $9,500 with 0% interest — the day you file.
Ask us to see if you qualify.
Access your tax refund the day you file.
Choose a method of repayment at the time of tax preparation.
What We Do Best
Pay nothing out of pocket
With our pay-by-refund option our tax prep fees will be deducted from your refund after you receive it.
Max Refund
Our team of professionals will review each and every possible deduction and credit to ensure you get the maximum refund possible.
Year Round Support
We are open and available all year to help you during tax season and beyond.
Send A Friend And Get Paid
Get paid up to $50 when you refer a new customer to {Tax Office Name}.
See What Our Clients Saying
Taxes By Tate and Roderick Tate have taken care of my taxes for several years now. I have been 100% satisfied with his service, promptness, good advice, and timely filing of my tax returns. I especially appreciate that I can send him random questions during the year and he never fails to quickly reply.
Katja Simerson
It has been my first year working with Taxes By Tate, and have been extremely pleased with your work and results. It has been very easy to work with you, and you show an impressive level of professionalism. I am looking forward to working with you in the future not only for tax filing but also for tax advice.
Jan Rosberg
Once again, thanks. I am always uneasy about using the internet for things like this because you never really know what to expect, but you have made me feel good about my choice! I look forward to your help next year and will make sure all my friends and family get the same help you've provided me.
Mary Allison
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Looking to save $1,000's in taxes this year?
Get exclusive offers and secrets for cutting your tax and keeping your cash with our tax-filing and planning strategies
Email: rodtate@taxesbytate.com
Address: 10555 Lake Forest Blvd 7E, New Orleans, LA 70127