A&D Financial Group | FileWithAD.com

How It Works

Simple 3-step process to get your taxes filed and funds in your hands.

①

Apply for Your Refund Advance

Complete the quick intake form and document upload. In many cases, approvals can be made in minutes.

②

We Prepare & File Your Return

A&D Financial Group reviews your information, searches every credit and deduction, and e-files your return.

③

Receive Your Funds

Choose how you’d like to receive your money: direct deposit, debit card, or check – whichever works best for you.

Our Tax Services

Designed for individuals, families, and small business owners.

Individual & Family Returns

W-2 wage earners
Earned Income & Child Tax Credits
Education & childcare credits
Back-year and amended returns

Self-Employed / 1099 / Schedule C

Rideshare & delivery drivers
Independent contractors & freelancers
Home-based businesses
Expense & mileage guidance

Small Business Filing

Single-member LLCs
Multi-member & partnerships
Basic bookkeeping review
Year-round support options

IRS Support

Help responding to IRS letters
Review of previously filed returns
Payment plan guidance
Referrals for tax resolution when needed

Online Booking – 24/7

Choose a time that works for you. Phone, video, or chat-based appointments available.

Use our online scheduler to reserve your spot instantly. You’ll receive a confirmation email and reminders before your appointment time.

Appointment types include:

👤 New client tax consult (15–30 minutes)
📄 Document review & upload help
🏢 Small business / self-employed session
🔁 Prior-year or IRS letter review

If you don’t see a time that works, text or call 469-803-0216 and we’ll fit you in.

Secure Intake & Document Upload

Designed for individuals, families, and small business owners.

Full Name

Date of Birth

Email Address

Phone Number

Current Mailing Address

Tax Filing Type

Did you file taxes last year?

How many dependents will you claim?

Employment Status

Primary Income Source

Estimated Annual Income (optional)

Do you want a Refund Advance?

Preferred Refund Method

Upload Tax-Related Documents

Accepted formats: PDF, JPG, PNG (W-2s, 1099s, prior returns, ID/SSN card)

Anything else you’d like us to know?

By submitting this form, I agree to allow A&D Financial Group to review my information, prepare my tax return, and contact me regarding my tax filing and refund advance.

Date

Client Login Portal

Access your documents, messages, and tax copies anytime.

Existing clients can log in to their secure portal to review documents, sign forms, and download copies of their tax returns.

Go to Client Portal Don’t have a portal account yet? After we start your return, we’ll email you an invite to create your secure login.