# Handled Tax and Advisory — full content for LLM ingestion > Boutique year-round tax preparation practice serving Northwest Arkansas (Bentonville, Pea Ridge area) and remote clients nationwide. Owner Amanda Emerdinger holds a current PTIN and is listed in the IRS Directory of Federal Tax Return Preparers. Source: https://handledtax.com/ Last updated: 2026-04-28 ## Legal Handled Tax and Advisory is a paid tax return preparer registered with the IRS under a valid PTIN. Not a CPA firm, law firm, or Enrolled Agent representation practice. Tax preparation services are governed by IRS Circular 230. This document does not guarantee any refund amount, tax savings, or audit outcome. --- ## Home Source: https://handledtax.com/ Since 2014 | All 50 states | Pea Ridge, Arkansas # Don't Panic.Handled.Calm, year round tax and financial guidance. Support that doesn't disappear after filing season. Clear answers, steady guidance, and space to think through what matters. Book a Call See how we work Clarity, not pressure • Steady, relational, grounded in good judgment • Direct access to Amanda 0+Years in practice 0States served 1Advisor, start to finish 0Star client reviews Direct access to Amanda, the way tax work is supposed to feel. See what we have to offer ## What tax services does Handled Tax provide? Handled Tax offers five core services from its Bentonville AR base: individual and business tax preparation, quarterly advisory memberships, on demand advisory sessions, fractional CFO support for growing businesses, and church financial guidance. Every engagement is handled directly by Amanda Emerdinger, who has worked in tax and bookkeeping since 2011, for clients in all 50 states. Some clients need help with filing. Others need ongoing guidance as their lives or businesses grow. Our role is to help you understand what kind of support makes sense, and to walk with you at the right pace. What we do ## How do you work with Handled Tax? Five engagement paths: one time tax preparation for the filing year, a quarterly advisory membership for year round questions, a monthly fractional CFO arrangement for businesses with growing complexity, project based tax planning for specific events like S corporation elections, and church financial guidance for congregational leadership. Pricing scales with scope. Start with what you need today. Add support as your life or business changes. Nothing is locked in, and nothing is oversold. ### Tax Preparation Individual, business, and multi state returns. Prepared carefully, filed on time, explained clearly. Learn more → ### Memberships Three calm, tiered options for year round support. Foundation, Planning, and Full Picture. Learn more → ### Advisory Services Project based strategy for the decisions that matter most. Thoughtful, steady, manageable. Learn more → ### Financial Partnerships Fractional financial partnership for growing businesses that need a steady hand at the numbers. Learn more → ### Church Financial Guidance Bookkeeping and stewardship support for churches and ministries, rooted in real experience. Learn more → Support Beyond Tax Season ## What does year round tax support from Handled Tax look like? Tax planning is not a once a year event. The Handled Tax advisory membership keeps Amanda reachable for tax questions across the full calendar year, with quarterly check ins built in. You receive guidance on S corporation elections, estimated payments, life change planning, and compliance updates without needing to wait until filing season. For clients who want ongoing support, memberships provide a structured way to stay connected, ask questions as they arise, and move forward with clarity throughout the year. Explore Memberships How we work ## How does Handled Tax approach every client engagement? Three steps across every engagement. First, listen carefully to the specifics of your business, your family, or your church to understand the real situation. Then prepare the work accurately using current tax law and established best practices. Then support you throughout the year as questions arise, not only at filing time. Most people do not come to us knowing exactly what they need, and that is okay. We begin with your immediate need, listen carefully, and recommend the most appropriate level of support that still serves you well. Support evolves naturally as needs change, without pressure or overwhelm. 01 ### Listen. We start with a real conversation about where you are, what you are building, and what kind of help would actually be useful. 02 ### Prepare. Your return, your books, your strategy, handled carefully and communicated clearly at every step. 03 ### Support. Year round access, honest answers, and steady guidance as your life and business evolve. See the full process About the firm ## Who is Amanda Emerdinger and what is her tax background? Amanda Emerdinger is the founder of Handled Tax and Advisory based in Pea Ridge, Arkansas. She has worked in tax preparation, bookkeeping, and advisory since 2011. Her practice focuses on individuals, small businesses, S corporation owners, and churches. She handles every client file personally and keeps the practice intentionally small to preserve quality. Handled Tax & Advisory was founded to provide steady, thoughtful tax and financial guidance rooted in real relationships. Clients work directly with the firm's founder, ensuring clear communication, continuity, and care throughout the engagement. Our work is shaped by the understanding that financial decisions do not exist in isolation. They are connected to family, business, and long term goals. We approach each situation with attention, good judgment, and respect for the full picture. Learn more about Amanda and the firm What Clients Say ## What do Handled Tax clients say about working with Amanda? Clients describe the engagement as calm, responsive, and relational. Common themes in testimonials: questions get answered the same week, Amanda explains tax topics in plain language, and the year round advisory format prevents the April scramble. Real testimonials from Bentonville AR and NWA clients follow below. "I have been coming to Amanda for all my tax needs for years now. She is always super knowledgeable and professional. Even though I currently reside in a different area, Amanda never makes me feel like I suffer from the distance. She goes above and beyond to make sure my questions are answered and she gives me her full and undivided attention while on Zoom meetings. She goes over everything with a fine tooth comb making sure everything is correct and I have included things I did not even think of. When I became self employed, I knew there was only Amanda that I could trust to make sure my business needs were met. I HIGHLY recommend and am forever satisfied with her services." Cheyenne "Amanda is always great to deal with. She is a pleasure and a true professional. Simple and organized process. We give her the paperwork and she takes care of everything. Great experience as usual." Jim G "Personable, professional, prompt, thorough. Providing answers for questions and things I had overlooked. Successfully carrying the torch of more than 3 decades." Bill of Riverside, CA View Testimonials Ready to get started? ## How do I become a Handled Tax client? Start with a fifteen minute intro call on a schedule that fits your week. No paperwork, no pressure, no obligation. Amanda listens to what you need, explains which service tier fits your situation, and sends a simple engagement summary afterward. If the fit is right, you sign, pay the deposit, and work begins. To help you feel supported, oriented, and confident, knowing your financial questions are handled with care. Book a Call Today Book a calm first call ## Pick a time that works for you. No pressure, no sales pitch, just a real conversation about what you need and whether we are a good fit. --- ## About Source: https://handledtax.com/about/ About # About A few words about Handled. Handled was built on a simple idea. This work should feel clear, thoughtful, and manageable—not rushed or overwhelming. A few words about Handled ## A simple idea Handled was built on a simple idea. This work should feel clear, thoughtful, and manageable—not rushed or overwhelming. What makes this different ## This is built around relationships For a lot of people, tax and financial decisions feel uncertain. Not because they’re not capable—but because they’re expected to figure things out without context or consistent support. Handled exists to change that. This isn’t a high-volume firm, and it’s not built around quick transactions. It’s built around relationships. - taking the time to understand your situation - giving guidance that fits—instead of forcing solutions - recommending the lowest level of support that actually makes sense - allowing things to grow and change naturally over time There’s no pressure here—just steady, thoughtful work. Approach ## A more steady way to stay supported Traditionally, most tax work happens once a year—usually after decisions have already been made. Handled is built to give you another option. If you want ongoing support, Memberships provide a way to stay connected throughout the year so questions can be handled as they come up. At the same time, not everyone needs that. Some clients just need a return prepared or a one-time conversation. Both are valid. How we work with clients ## Aligned with where you are Every relationship starts with understanding your situation. From there, I guide you into the level of support that makes the most sense—whether that’s tax preparation, a one-time conversation, or something more ongoing. You’re not expected to figure that out on your own. The goal is for this to feel clear and steady—not confusing or overwhelming. Who this is for ## Who I work with Handled works with: - individuals and families - small business owners - clients navigating change, growth, or complexity - people who want to understand their options before making decisions Most importantly, this is for people who value clarity, thoughtful guidance, and a steady working relationship. About Amanda ## Hi, I’m Amanda I’m the founder of Handled Tax & Advisory. I started in tax work in 2011, learning under a seasoned professional with nearly 50 years of experience. Since 2014, I’ve worked directly with individuals and business owners—helping them navigate their tax responsibilities with accuracy and care. I operate as a solo practitioner, which means you work directly with me. No handoffs. No confusion about who to contact. As both a business owner and a parent, I understand what it’s like to balance a lot at once. That perspective shapes how I work—realistic timelines, clear communication, and support that actually fits your life. My faith is an important part of my life, and it shapes how I approach this work. It shows up in how I care for people, how I think about stewardship, and how I handle the responsibility that comes with this role. I live in Pea Ridge, Arkansas with my husband Trevor, our son Elliot, and our ever-growing pack of animals. We enjoy being outdoors, exploring the Natural State, visiting the farmers market, and winding down with a good movie—or Bluey. Clarity, not pressure. Steady, relational, grounded in good judgment. Values ## What shapes the work ### Integrity Straight answers, clean work, and honest pricing. No urgency. No pressure. If something isn’t the right fit, I’ll say so. ### Stewardship Your numbers are a responsibility. They’re handled with care, good judgment, and respect for what they represent. ### Caring Well Relationships matter more than transactions. Support should feel steady, not rushed—and it should grow naturally as your life or business changes. ## If this feels like a fit You’re welcome to explore the services or start with a conversation. We can talk through your situation and figure out what makes sense from there. Book a Call --- ## Memberships Source: https://handledtax.com/memberships/ Services | Memberships # Memberships Let me walk you through this. Most people don’t just have one question a year. Things come up. Decisions need context. Sometimes you just want to run something by someone before moving forward. Let me walk you through this ## A steady place to go Most people don’t just have one question a year. Things come up. Decisions need context. Sometimes you just want to run something by someone before moving forward. This is built so you have a steady place to go—without starting over every time something comes up. Who this is for ## This is usually a good fit if… - you find yourself second-guessing things throughout the year - you want someone to ask before making decisions - you don’t want to wait until tax season to deal with everything at once - you want to feel more confident about what you’re doing Here’s how this is set up ## Structured in levels Not everyone needs the same level of support. Some just need a place to ask questions.Some are making decisions and want to think ahead.Some want to understand how everything fits together. So this is structured in levels—so you can start where you are and grow into more support if you need it. Level 1 ## Foundation — $79/month ### Let me explain how this one works This is your starting point. You have a place to go when something comes up, instead of trying to figure it out on your own or waiting until later. ### This is usually a good fit if… - you have questions throughout the year - you want help understanding notices or letters - you don’t want to second-guess things on your own ### Here’s what I take care of - answering questions as they come up - helping you understand IRS notices or letters - giving clarity when something doesn’t make sense - being a steady place to check in when needed ### What this doesn’t cover This level isn’t built for planning ahead or deeper strategy. If you’re making decisions and want to understand the impact before you act, that’s where the next level comes in. ### What it feels like You’re not on your own anymore. You have someone you can reach out to who already knows your situation and can help you think things through. Level 2 ## Planning — $125/month ### Let me explain how this one works This is where we shift from reacting… to actually planning ahead. Instead of figuring things out after the fact, we take time to step back, look at what’s going on, and talk through what decisions make the most sense before you make them. ### This is usually a good fit if… - you’re making decisions that impact your taxes - your income or situation is changing - you want to understand the outcome before you move forward - you don’t want to just “hope it works out” and deal with it later ### Here’s what I take care of Everything in Foundation, plus: - planning conversations before decisions are made - helping you understand tax impact ahead of time - guiding you through changes as they happen But this is also where things become more structured: - at least two dedicated planning meetings each year - a clear planning report after those meetings - specific action steps you can actually follow - highlighting potential risks before they become problems - pointing out opportunities and “wins” you may not be seeing ### What this doesn’t cover This level still focuses on planning around specific decisions. If you’re wanting ongoing, bigger-picture guidance—where your business, taxes, and personal finances are all being looked at together—that’s where Full Picture comes in. ### What it feels like You’re not just asking questions anymore. You’re making decisions with a plan behind them—and actually understanding what those decisions are doing for you. ### Included with this level - everything in Foundation - Handled Protection included Handled Protection ## Let me explain this part Handled Protection runs quietly in the background of your tax life. Most people don’t realize how much activity happens on their IRS account—or how little visibility they actually have—until something goes wrong. This gives you a clearer view of what’s happening, and helps catch things early. ### Here’s what’s included - real-time visibility into your IRS account activity - notifications when the IRS accesses or updates your account - alerts if something is filed, changed, or needs attention - access to your transcripts and filing history - identity and fraud monitoring related to your tax profile ### What this actually means for you You’re not waiting weeks for a letter to show up in the mail wondering what happened. If something changes on your account, you’ll know early—and we can talk through it before it becomes confusing or stressful. You’ll also have access to information most people don’t normally see, like: - what income has been reported under your name (1099s, W-2s, interest, etc.) - confirmation of what’s been filed on your behalf - updates when returns are amended and processed - transcripts that can be used for lenders or verification when needed ### How this helps behind the scenes This also allows me to review your account more thoroughly when we’re working together. Instead of relying only on what’s brought in, I can see what’s already been reported, check for missing pieces, and catch potential issues from prior filings. It helps make sure nothing gets overlooked—and gives us a clearer starting point. ### A quick note This doesn’t replace communication—it strengthens it. If something needs attention, we’ll walk through it together so you understand what’s happening and what to do next. Level 3 ## Full Picture — $225/month ### Let me explain how this one works This is where everything starts to come together. We’re not just handling questions anymore.We’re not just planning around specific decisions. We’re stepping back and looking at how everything is working—together. Your business. Your income. Your taxes. Your life. ### This is usually a good fit if… - you’re running a business and wearing a lot of hats - you’re making money, but not always sure where it’s all going - you’re trying to do the right things—but want confirmation you’re on the right track - you don’t have time to sit down and figure all of this out on your own - you want someone to help you think through it consistently—not just once in a while ### Here’s what I take care of This builds on Planning—but goes deeper and more consistently. - ongoing conversations about your financial direction - helping you understand how your business and personal finances connect - identifying what’s working—and what needs attention - helping you decide what to do next, not just reacting to what already happened And this is where we add structure to it: - quarterly meetings to step back and review everything together - a clear, ongoing view of your overall financial picture - guidance that connects your day-to-day decisions to your long-term direction - support as things change, grow, and get more complex ### What this doesn’t cover This isn’t full CFO-level reporting or formal financial management. If you need detailed reporting, forecasting, or ongoing financial operations—that’s where Financial Partnerships comes in. ### What it feels like You’re not trying to hold everything in your head anymore. You have someone sitting at the table with you—helping you think through decisions, make sense of what’s happening, and move forward with clarity. This is for the person who’s building something—and wants to make sure it actually supports their life. ### Included with this level - everything in Planning - deeper, ongoing financial guidance - Handled Protection included Handled Protection ## Let me explain this part Handled Protection runs quietly in the background of your tax life. Most people don’t realize how much activity happens on their IRS account—or how little visibility they actually have—until something goes wrong. This gives you a clearer view of what’s happening, and helps catch things early. ### Here’s what’s included - real-time visibility into your IRS account activity - notifications when the IRS accesses or updates your account - alerts if something is filed, changed, or needs attention - access to your transcripts and filing history - identity and fraud monitoring related to your tax profile ### What this actually means for you You’re not waiting weeks for a letter to show up in the mail wondering what happened. If something changes on your account, you’ll know early—and we can talk through it before it becomes confusing or stressful. You’ll also have access to information most people don’t normally see, like: - what income has been reported under your name (1099s, W-2s, interest, etc.) - confirmation of what’s been filed on your behalf - updates when returns are amended and processed - transcripts that can be used for lenders or verification when needed ### How this helps behind the scenes This also allows me to review your account more thoroughly when we’re working together. Instead of relying only on what’s brought in, I can see what’s already been reported, check for missing pieces, and catch potential issues from prior filings. It helps make sure nothing gets overlooked—and gives us a clearer starting point. ### A quick note This doesn’t replace communication—it strengthens it. If something needs attention, we’ll walk through it together so you understand what’s happening and what to do next. ## Ready to find your level We can start with a conversation and figure out which Membership makes the most sense for your situation. Book a Call --- ## Financial Partnerships Source: https://handledtax.com/financial-partnerships/ Services | Financial Partnerships # Financial Partnerships Let me walk you through this. At a certain point, questions and planning aren’t enough. You’re running a business. Money is moving. Decisions carry weight. Let me walk you through this ## When questions and planning aren’t enough At a certain point, questions and planning aren’t enough. You’re running a business. Money is moving. Decisions carry weight. And it’s not just about taxes anymore—it’s about how everything is working together inside the business. This is where I step in more consistently—so you’re not carrying all of that on your own. Who this is for ## This is usually a good fit if… - your business is generating strong, consistent revenue - you’re making decisions that impact cash flow, taxes, and growth - you want a clearer understanding of what’s actually happening financially - you’re tired of reacting and want to be more intentional - you want someone involved who can help you think through decisions—not just answer questions Here’s what I take care of ## An ongoing working relationship This is an ongoing working relationship—not a one-time service. Each month, I’m reviewing your numbers, looking at what’s happening, and helping you understand what it means. That includes: - monthly financial reviews based on your business data - a detailed financial health report (your scorecard) - identifying risks, gaps, and areas that need attention - highlighting opportunities and wins you may not be seeing - helping you understand how your decisions are impacting the business - ongoing conversations as situations come up This isn’t just reporting. It’s interpretation, context, and direction. What this looks like month-to-month ## Each month we - gather and review your financial data - walk through your numbers together - talk through what’s working and what needs attention - identify next steps and priorities moving forward You’re not just getting a report—you’re understanding what to do with it. A quick note on bookkeeping ## I’m not your bookkeeper But I do provide oversight. That means: - reviewing your numbers for accuracy and consistency - helping catch issues or gaps - guiding corrections when something is off - working alongside your bookkeeper (or helping you find one if needed) What this doesn’t cover ## What this isn’t This isn’t day-to-day bookkeeping or transactional work. It’s also not a one-time advisory engagement. This is ongoing involvement in your business—focused on clarity, direction, and decision-making. What it feels like ## Not guessing anymore You’re not guessing anymore. You’re not trying to piece things together on your own. You have someone who understands your business, your numbers, and your direction—helping you think through decisions and move forward with clarity. Handled Protection ## Let me explain this part Handled Protection runs quietly in the background of your tax life. Most people don’t realize how much activity happens on their IRS account—or how little visibility they actually have—until something goes wrong. This gives you a clearer view of what’s happening, and helps catch things early. ### Here’s what’s included - real-time visibility into your IRS account activity - notifications when the IRS accesses or updates your account - alerts if something is filed, changed, or needs attention - access to your transcripts and filing history - identity and fraud monitoring related to your tax profile ### What this actually means for you You’re not waiting weeks for a letter to show up in the mail wondering what happened. If something changes on your account, you’ll know early—and we can talk through it before it becomes confusing or stressful. You’ll also have access to information most people don’t normally see, like: - what income has been reported under your name (1099s, W-2s, interest, etc.) - confirmation of what’s been filed on your behalf - updates when returns are amended and processed - transcripts that can be used for lenders or verification when needed ### How this helps behind the scenes This also allows me to review your account more thoroughly when we’re working together. Instead of relying only on what’s brought in, I can see what’s already been reported, check for missing pieces, and catch potential issues from prior filings. It helps make sure nothing gets overlooked—and gives us a clearer starting point. ### A quick note This doesn’t replace communication—it strengthens it. If something needs attention, we’ll walk through it together so you understand what’s happening and what to do next. How pricing works ## $1,000 to $3,000 per month Financial Partnerships are customized based on your business and the level of involvement needed. Most clients fall within a range of: $1,000 – $3,000 per month We’ll talk through your situation, determine what level of support makes sense, and build it from there. ## If this is where you are We can start with a conversation and walk through what your business needs—and what this would look like for you. Book a Call --- ## Church Financial Guidance Source: https://handledtax.com/church-financial-guidance/ Services | Church Financial Guidance # Church Financial Guidance Let me walk you through this. Church finances carry a different kind of responsibility. This isn’t revenue in the traditional sense. It’s giving. It’s trust. It’s stewardship. Let me walk you through this ## A different kind of responsibility Church finances carry a different kind of responsibility. This isn’t revenue in the traditional sense.It’s giving. It’s trust. It’s stewardship. And with that comes a level of complexity that most financial systems—and even most advisors—don’t fully understand. This is where I step in—to help bring clarity, consistency, and structure to the financial side of ministry. Who this is for ## This is usually a good fit if… - your church is growing or going through change - financial processes feel inconsistent or unclear - leadership wants a better understanding of what’s actually happening - decisions are being made without full visibility - you want to steward what’s been entrusted well Here’s what I take care of ## An ongoing relationship with leadership This is an ongoing relationship—not a one-time review. Each month, I’m working alongside leadership to help make sense of what’s happening and guide what comes next. That includes: - monthly financial reviews with leadership - budget vs. actual reporting and discussion - balance sheet review and clarity - a clear financial snapshot (scorecard-style) for leadership - identifying risks, gaps, and areas that need attention - helping bring consistency to how finances are handled - ongoing guidance as decisions come up What this looks like in real life ## Understanding, not just reviewing Most churches are already meeting monthly. The difference is: Instead of just reviewing numbers, we’re actually understanding them. We walk through: - what the budget vs. actual is really showing - where things are off—and why - what needs attention before it becomes a problem - what decisions may need to be made next This helps leadership walk into meetings with clarity—not uncertainty. Where I bring depth ## Structure and understanding Church finances aren’t just about reports—they’re about structure and understanding. This is where I help fill in the gaps that often get missed: - budgeting for ministries and departments - understanding giving patterns and trends - working within systems like Planning Center and giving platforms - proper handling of tithes, offerings, and other income sources - guidance around non-traditional income (events, rentals, etc.) - understanding chart of accounts vs. classes—and why they matter - helping ensure reporting actually reflects how the church operates There’s often more going on than what shows up on a basic report. This is about making sure nothing important is being overlooked. Supporting leadership decisions ## Financial clarity for the decisions ahead Church decisions aren’t made in isolation. They involve: - boards - leadership teams - sometimes the church body as a whole Often requiring: - quorum - approval processes - clear communication Part of my role is helping bring financial clarity into those decisions—so leadership can move forward with confidence and alignment. Supporting your staff and payroll ## Structure, compliance, and care for your people This is one of the biggest areas where churches need clarity—and where things are often unintentionally done incorrectly. Staffing isn’t just a cost.It’s people. It’s ministry. And it carries both financial and legal responsibility. This is where I help bring structure and understanding to things like: - payroll setup and ongoing oversight - differences between clergy and non-clergy treatment - housing allowance considerations - overtime rules and compensation structure - work comp and proper coverage - reimbursements (mileage, expenses, and how those are handled correctly) - employee vs. volunteer distinctions—and why that matters - making sure staff aren’t placed in positions that create legal risk - reviewing policies, handbooks, and overall consistency There are a lot of moving pieces here—and many churches are doing the best they can without realizing where gaps exist. This is about helping protect your staff, your leadership, and your church as a whole—while creating a structure that’s sustainable long-term. A quick note on bookkeeping ## I’m not your bookkeeper But I do provide oversight. That means: - reviewing reports for clarity and consistency - helping identify issues or gaps - guiding corrections when something doesn’t look right - supporting whoever is handling the books Handled Protection ## Included with Church Financial Guidance This is included as part of Church Financial Guidance. Even though churches don’t typically file income tax returns, there is still IRS activity tied to payroll and filings. Handled Protection allows us to: - monitor IRS activity tied to your accounts - receive alerts if something changes or needs attention - access transcripts and filing history when needed It adds a layer of visibility so we can stay ahead of issues—not react to them later. More about Handled Protection. What this doesn’t cover ## What this isn’t This isn’t day-to-day bookkeeping or transactional work. It’s also not a one-time advisory engagement. This is ongoing support focused on clarity, stewardship, and helping leadership make informed decisions. What it feels like ## Walking alongside ministry You’re not trying to carry the financial side of ministry alone. You have someone walking alongside you—helping you understand what’s happening, think through decisions, and move forward with confidence. How pricing works ## $750 to $2,000 per month Church Financial Guidance is customized based on your church’s size, structure, and needs. Most churches fall within a range of: $750 – $2,000 per month We’ll talk through your situation and determine what level of support makes sense from there. ## If this is where you are We can start with a conversation and walk through what your church needs—and what this could look like moving forward. Book a Call --- ## Advisory Services Source: https://handledtax.com/advisory-services/ Services | Advisory Services # Advisory Services Let me walk you through this. Sometimes you don’t need ongoing support. You just need to get something set up correctly—or finally understand what you should be doing. Let me walk you through this ## Focused, one-time guidance Sometimes you don’t need ongoing support. You just need to get something set up correctly—or finally understand what you should be doing. This is where we focus on specific areas, make a plan, and get you moving forward with clarity. Who this is for ## This is usually a good fit if… - you’re starting a business or restructuring one - you’re trying to make the right decision before moving forward - you want something set up correctly the first time - you don’t need ongoing support—just focused guidance How this works ## Here’s how this works You can either: - book time to talk through your situationor - choose a specific service below Advisory (Hourly) ## If you just need to talk something through $100 per 30 minutes$200 per hour Paid in advance at the time of booking. A La Carte Services ## Structured services with a defined outcome These are structured services with a defined outcome—so you’re not starting from scratch. ### Business Structure Formation Guide We walk through your options—sole proprietor, LLC, S-Corp, partnership—and help you understand what actually makes sense for your situation. This isn’t just “what they are.”It’s why one fits—and the others don’t. ### S-Corp Election This is one of the most talked about strategies—and one of the most misunderstood. We walk through whether it actually makes sense for you, how it works, and what it requires going forward. ### Reasonable Compensation If you’re operating as an S-Corp, this matters more than most people realize. We walk through what reasonable compensation looks like for your situation—and why it matters. ### Entity Planning Report A deeper look at your business structure, income, and direction. You’ll walk away with a clear understanding of how your entity impacts your taxes—and what changes may make sense moving forward. ### Small Business Profit & Loss Tracker This is a customized tool built specifically for your business. You’ll be able to: - track income and expenses by category - see a clean, organized profit & loss view - use it for lender or loan documentation - understand your numbers without overcomplication It also includes: - vehicle deduction tracking (actual vs. standard) - business use of home calculations This includes a setup meeting, customization, and a tool you can continue using without ongoing fees. Minimum investment: $250 What this doesn’t cover ## Focused, not ongoing These are focused services—not ongoing support. If you find yourself needing continued guidance, planning, or regular access, Memberships are a better fit. Process ## What it looks like to work together We focus on what you need, get it set up correctly, and make sure you understand what to do next. No fluff. No overcomplication. ## If you’re not sure where to start That’s completely fine. We can start with a conversation and figure out what makes the most sense. Book a Call --- ## Handled Protection Source: https://handledtax.com/handled-protection/ Handled Protection # Handled Protection Let me explain this part. Handled Protection runs quietly in the background of your tax life. Most people don’t realize how much activity happens on their IRS account—or how little visibility they actually have—until something goes wrong. Let me explain this part ## Quiet visibility in the background Handled Protection runs quietly in the background of your tax life. Most people don’t realize how much activity happens on their IRS account—or how little visibility they actually have—until something goes wrong. This gives you a clearer view of what’s happening, and helps catch things early. Here’s what’s included ## What’s included - real-time visibility into your IRS account activity - notifications when the IRS accesses or updates your account - alerts if something is filed, changed, or needs attention - access to your transcripts and filing history - identity and fraud monitoring related to your tax profile What this actually means for you ## Know early, not weeks later You’re not waiting weeks for a letter to show up in the mail wondering what happened. If something changes on your account, you’ll know early—and we can talk through it before it becomes confusing or stressful. You’ll also have access to information most people don’t normally see, like: - what income has been reported under your name (1099s, W-2s, interest, etc.) - confirmation of what’s been filed on your behalf - updates when returns are amended and processed - transcripts that can be used for lenders or verification when needed How this helps behind the scenes ## A clearer starting point for us This also allows me to review your account more thoroughly when we’re working together. Instead of relying only on what’s brought in, I can see what’s already been reported, check for missing pieces, and catch potential issues from prior filings. It helps make sure nothing gets overlooked—and gives us a clearer starting point. A quick note ## This strengthens communication, it doesn’t replace it This doesn’t replace communication—it strengthens it. If something needs attention, we’ll walk through it together so you understand what’s happening and what to do next. Included with every Membership ## How to get Handled Protection Handled Protection is included with every Membership level, every Financial Partnership, and every Church Financial Guidance engagement. ## Add Handled Protection to your support We can start with a conversation and figure out the right level of support for your situation. Book a Call --- ## How We Work Source: https://handledtax.com/how-we-work/ How We Work # How We Work Let me walk you through this. Tax and financial work can feel overwhelming when you don’t know what to expect. I want this process to feel clear, steady, and manageable from the beginning. Let me walk you through this ## Clear, steady, manageable Tax and financial work can feel overwhelming when you don’t know what to expect. I want this process to feel clear, steady, and manageable from the beginning. Some clients are fully comfortable working online. Others would rather mail documents, talk by phone, and keep things more old school. Either way is okay. The process may look a little different depending on how you prefer to work, but the care and attention stay the same. What to expect ## Structured, not stressful Working together should feel structured, not stressful. That means: - clear communication - organized next steps - a process that makes sense - support based on what you actually need Some clients come in for tax preparation.Some need one-time advisory help.Others need ongoing support through a Membership, Financial Partnership, or Church Financial Guidance. No matter where you’re starting, the first step is understanding your situation and making sure you’re moving into the right kind of support. TaxDome (Digital) ## If you like things digital, this is usually the easiest way Most clients work with me through TaxDome, which is my secure client portal. That’s where we can keep everything organized in one place, including: - document uploads - organizers and questionnaires - secure messaging - invoices - engagement letters - e-signatures - ongoing workflow and communication For clients who are comfortable online, it keeps the process simple, secure, and easy to follow. Traditional / Old school ## If you prefer the old school way, that’s okay too Not everyone wants to upload documents, use a portal, or handle everything online. If that’s you, that is completely fine. Documents can still be mailed in, paperwork can be handled more traditionally, and we can walk through things by phone as needed. The main thing is that everything is provided clearly and securely so the work can still be handled well. The method may look different, but the care is the same. Process overview ## What it looks like to work together Most clients move through this process in a pretty simple rhythm. - Initial conversation.Most relationships start with a conversation, a referral, a tax return inquiry, or a question about what kind of help is needed.At this stage, the goal is simply to understand what’s going on and what kind of support makes the most sense. - Finding the right fit.Once I understand your situation, I’ll guide you into the right next step.That may be tax preparation, a one-time advisory session, ongoing support through a Membership, or a more involved business or church relationship.You do not need to sort through everything on your own first. - Getting set up.If we decide to move forward, I’ll guide you through setup and let you know exactly what is needed.For digital clients, that usually happens through TaxDome and may include portal access, document requests, questionnaires or organizers, engagement letters, invoices, and e-signatures.For clients using a more traditional process, I’ll explain what documents are needed, where to send them, and what happens next.Either way, the goal is a smooth and organized start. - Gathering information.Once everything is in place, we gather what’s needed for the work itself.Depending on the service, that may include tax documents, prior year returns, business information, financial reports, IRS or state notices, and background details related to your questions or goals.You do not need to guess what to send or try to prepare everything perfectly on your own.If something is missing or unclear, I’ll let you know. - Review and preparation.Once I have what I need, I review everything in context and begin the actual work.For tax preparation, that means preparing the return and reviewing anything that needs clarification.For advisory or Membership work, that may mean reviewing your situation, preparing for a conversation, or walking through options and next steps.For Financial Partnerships or Church Financial Guidance, that usually means a deeper review of reports, financial movement, structure, and decision points. - Questions and clarification.If questions come up along the way, I’ll reach out.Sometimes that means clarifying a document. Sometimes it means asking for something additional. Sometimes it means slowing down long enough to make sure the details are right.The goal is not to rush the process.The goal is to handle it well. - Completion and next steps.Once the work is complete, I’ll guide you through the next step.That may look like reviewing and signing a tax return, talking through an advisory recommendation, moving into ongoing Membership support, or continuing into a more involved business or church engagement.Not every client needs ongoing support, and there is never pressure to move into more than what makes sense.If additional support would be helpful, we’ll talk through it clearly. What matters to me in this process ## Clear, steady, organized, supportive I believe this work should feel: - clear, not confusing - steady, not rushed - organized, not reactive - supportive, not overwhelming The process itself should create confidence—not more stress. Tax prep clients ## If you’re coming in for tax preparation The process is usually pretty straightforward. You provide your documents and background information.I review everything, prepare the return, and follow up if anything needs clarification. Once the return is ready, you review and sign.Then it’s filed and confirmed. If I notice something that may need more attention beyond the return itself, I’ll let you know and explain your options. Advisory and Membership clients ## If you’re coming in for advisory or ongoing support The process looks a little different here. We start by understanding your questions, concerns, or goals. From there, I help determine the right level of support and guide you into the right process. Some clients need a one-time conversation.Others benefit from more structured, ongoing support throughout the year. Either way, the goal is clarity without making things more complicated than they need to be. Traditional clients ## If you prefer paper, mail, and phone calls You are still welcome here. Not everyone wants to work through a portal or manage everything online. If you prefer a more traditional process, just let me know. I’ll explain what is needed, how to send it, and what to expect next so the process still feels clear and manageable. ## If you’re ready to get started We can start with a conversation and go from there. Book a Call --- ## Work With Me Source: https://handledtax.com/work-with-me/ Work With Me # Work With Me Let’s keep this simple. You don’t need to figure everything out before we talk. This page is just here to give you a clear picture of how I work—and what working together could look like. Let’s keep this simple ## A clear picture of how I work You don’t need to figure everything out before we talk. This page is just here to give you a clear picture of how I work—and what working together could look like. How this works ## Everything starts with a conversation We’ll talk through what’s going on, what you need help with, and what level of support makes sense. From there, I’ll guide you into the right fit. Ways to work together ## Tax Preparation For clients who need their return prepared and filed correctly. ## Memberships (Ongoing Support) For clients who want year-round support, planning, and guidance. Starting at $79/month ## Financial Partnerships For business owners needing consistent financial involvement and monthly guidance. Typically $1,000 – $3,000/month ## Church Financial Guidance For churches needing structure, clarity, and ongoing financial support. Typically $750 – $2,000/month What happens next ## Everything is tailored to your situation If you decide to move forward, everything is tailored to your situation. You’re not fitting into a box—we build the right level of support from there. Expectations ## Steady, thoughtful support This is designed to be steady, thoughtful support—not quick, reactive responses. The goal is clarity and direction—not urgency. ## Ready to talk Start with a conversation. We can go from there. Book a Call --- ## FAQ Source: https://handledtax.com/faq/ FAQ # Clear answers to common questions. If you are unsure how something works or what to expect, you are not alone. Below are answers to questions that come up most often. If you do not see what you are looking for, you are always welcome to reach out. How do I get started? The easiest way to start is by booking a call. From there, we will talk through your situation and recommend the most appropriate next step, whether that is tax preparation, advisory, or ongoing support. You will not need to figure everything out on your own. Do I have to choose a service before reaching out? No. If you are unsure what you need, that is completely okay. We will help you sort through it and guide you to the right level of support. Do you work with clients outside Arkansas? Yes. We work with clients all over the country and operate fully remotely. How does the client portal, TaxDome, work? We use a secure client portal called TaxDome to keep everything organized in one place. Through the portal, you can: - Upload and securely store documents - Complete organizers or questionnaires - Sign documents electronically - Receive and pay invoices - Send and receive messages - Track the status of your work It is designed to make the process simple, organized, and secure, without relying on email or scattered files. Do I have to use the portal? Most clients do use the portal because it keeps everything in one place and is the most efficient way to work together. However, if you are not comfortable with online systems, we can still work with a more traditional process. Documents can be mailed, and we will guide you through what is needed step by step. What do you need from me for tax preparation? We will provide a clear list of what is needed based on your situation. This usually includes income documents, prior year returns, and any relevant financial information. If anything is missing or unclear, we will let you know. You do not need to have everything perfectly organized before getting started. How long does tax preparation take? Timing depends on complexity and when all information is received. Once we have everything needed, we will move through preparation as efficiently as possible while still allowing time for proper review. Will you explain my return to me? Yes. If there is anything that needs clarification or stands out, we will walk through it so you understand what is happening, not just sign and move on. Do you offer tax planning with tax preparation? Tax preparation focuses on filing based on what has already happened. If you are looking for forward looking guidance or planning, that support is available separately through advisory or membership services. Do I have to be on a membership? No. Memberships are optional and designed for clients who want ongoing support throughout the year. Some clients prefer to reach out only when needed, while others prefer a more structured, consistent relationship. How do I choose the right membership level? You do not need to choose on your own. We will talk through your situation and recommend the level that makes the most sense, so you are not guessing between options. What is the benefit of a membership? Memberships provide a consistent place to ask questions, get guidance, and stay supported throughout the year, instead of waiting until something becomes urgent. When should I book an advisory session? If you have a question, decision, or situation that needs more than a quick answer, an advisory session is usually the right place to start. This gives you time to walk through your situation and understand your options clearly. How long are advisory sessions? Sessions are typically scheduled in 30 or 60 minute blocks, depending on what you need. Can I continue working with you after a session? Yes. If additional support makes sense, we can talk through next steps, whether that is another session, a membership, or a more ongoing relationship. There is no expectation to continue beyond what you need. What is the difference between CFO services and bookkeeping? Bookkeeping focuses on recording transactions and maintaining financial records. CFO services focus on understanding what those numbers mean, and helping you make informed decisions based on them. How do I know if I need CFO services? If your business is growing, decisions are becoming more complex, or you want more consistent visibility into your financial position, it may be worth exploring. If you are unsure, we can talk through it together. Handled Protection ## Handled Protection FAQ ### What is Handled Protection? Handled Protection is a built-in layer of visibility and monitoring for your IRS account. It allows us to see activity as it happens—rather than waiting for a notice or letter to show up weeks later. ### What does Handled Protection actually do? Handled Protection provides: - real-time visibility into your IRS account activity - alerts when something changes or needs attention - access to transcripts and filing history - monitoring tied to your tax profile It helps us stay ahead of issues instead of reacting to them later. ### Does Handled Protection replace communication with you? No—Handled Protection doesn’t replace communication, it strengthens it. If something comes up, we’ll talk through it so you understand what’s happening and what to do next. ### Is Handled Protection included in Memberships? Yes—Handled Protection is included with all Membership levels. It’s one of the ways ongoing support is structured so nothing gets missed. ### Does Handled Protection apply to both personal and business accounts? Yes. Handled Protection can provide visibility into both personal and business-related IRS activity, depending on your situation. ### Do I need Handled Protection if I don’t have IRS issues? Most people don’t realize they need Handled Protection until something happens. This is designed to give you visibility and catch things early—before they turn into a bigger problem. ## Still have questions? That is completely okay. If something is not clear or you would rather talk it through, we are happy to help. Book a Call --- ## Testimonials Source: https://handledtax.com/testimonials/ Testimonials # In their own words. Short reflections from clients about what it has been like to work with Amanda. "Absolutely amazing and 5 stars. Have been getting my taxes done with Amanda for years! Looking forward to many more years." Ron "Amanda is very understanding, professional, and helpful, and I would recommend her highly. She did a great job with my tax return. Absolutely GREAT." Anonymous "Working with Amanda all these years has been great. Being we are in different states, she always makes the process easy. Fluid communication, and attention to detail. 5 star experience." A-Aron "Personable, professional, prompt, thorough. Providing answers for questions and things I had overlooked. Successfully carrying the torch of more than 3 decades." Bill of Riverside, CA "Very professional. Vast experience in navigating complex tax issues. Fast response to any questions we had. Highly recommend Amanda for all of your tax needs." Aaron B "Amanda is always great to deal with. She is a pleasure and a true professional. Simple and organized process. We give her the paperwork and she takes care of everything. Great experience as usual." Jim G "I have been coming to Amanda for all my tax needs for years now. She is always super knowledgeable and professional. Even though I currently reside in a different area, Amanda never makes me feel like I suffer from the distance. She goes above and beyond to make sure my questions are answered and she gives me her full and undivided attention while on Zoom meetings. She goes over everything with a fine tooth comb making sure everything is correct and I have included things I did not even think of. When I became self employed, I knew there was only Amanda that I could trust to make sure my business needs were met. I HIGHLY recommend and am forever satisfied with her services." Cheyenne ## Curious if this kind of relationship fits you? Book a calm first call and see for yourself. Book a Call --- ## Contact Source: https://handledtax.com/contact/ Contact # A calm place to reach out. Handled Tax & Advisory (formerly Handled Tax & Advisory). Same team, same location. ## How to reach Amanda There is no call center, no ticket queue, no shared inbox. Every message goes to Amanda directly. Email amanda@handledtax.com Phone [PHONE PENDING] Address Handled Tax & Advisory [ADDRESS PENDING] Pea Ridge, Arkansas 72712 Hours Monday through Thursday, by appointment Closed Fridays during the off season for deep work and family time. Service Area All 50 states, remotely, since 2014. ## Send a message Amanda reads every message personally. Expect a reply within two business days during the off season, longer during filing weeks. Prefer to talk first? Book a call and pick a time that works. TaxDome ## Or pick a time directly. If you already know what you want to talk about, go ahead and put something on the calendar. --- ## Book a Call Source: https://handledtax.com/book-a-call/ Book a Call # Book a Call Schedule a calm first conversation with Amanda at Handled Tax and Advisory. No pressure, no sales pitch. Schedule a time ## Schedule a time Bookings run through Amanda's TaxDome scheduler. The live embed goes here once the scheduler URL is connected. Booking integration pending In the meantime, you can reach Amanda directly at amanda@handledtax.com and she will confirm a time. What to expect ## A calm first conversation We will talk through what’s going on, what you need help with, and what level of support makes sense. No pressure. No sales pitch. Just a steady first conversation. --- ## Arizona State Taxes / Arizona Tax Credits URL: https://handledtax.com/state-taxes/arizona/ Arizona offers a unique set of state tax credits that allow taxpayers to redirect dollars they would otherwise pay in state tax toward qualifying schools, foster care organizations, working poor charities, and military family relief. Arizona has a flat 2.5 percent individual income tax as of 2024. Resident returns file Form 140. Nonresidents and part year residents file Form 140NR or Form 140PY. Common Arizona Tax Credit categories: - Qualifying Charitable Organization Credit (working poor) - Qualifying Foster Care Charitable Organization Credit - Public School Tax Credit - Private School Tuition Organization Credit - Military Family Relief Fund Credit Service includes filing, multi state coordination with home state, guidance on AZ K-1 income, AZ business licensing where relevant, and pairing the credits with federal Schedule A planning. Operator note: Amanda lived in Arizona for years and many Handled clients are still based there or recently moved. The state has a part year and former resident filing track that pairs with the Arkansas resident return for clients in transition.