Tax Expertise That Builds Wealth, Not Just Refunds.
Upscale Tax Pro helps W-2 earners, entrepreneurs, and side-hustlers keep more of their money, reduce stress at tax time, and create a clear path toward financial freedom.
Our Mission & Story
We don’t just prepare taxes—we teach, empower, and walk with you on your wealth-building journey.
Our Mission
At Upscale Tax Pro, our mission is to empower individuals, families, and business owners to build lasting financial wealth through expert tax preparation, strategic planning, and financial education.
For over 20 years, we’ve proudly served our community with integrity, accuracy, and care—helping our clients keep more of what they earn, make informed money decisions, and create a legacy of prosperity for generations to come.
About Upscale Tax Pro
Upscale Tax Pro is a premier tax and financial services firm with a passion for community and generational wealth. From first-time filers to seasoned business owners, our clients trust us to navigate complex tax laws, maximize their refunds, and design strategies that support long-term financial goals.
We combine cutting-edge technology with a personal touch—offering secure digital tools, easy online forms, and clear communication so you always know where you stand. With Upscale Tax Pro, you’re not just another return; you’re part of the Upscale family.
Tax Services & Client Tools
Whether you’re W-2, self-employed, or running multiple streams of income, we’ve built a smooth, secure experience to serve you.
Services
We provide comprehensive tax preparation and planning for:
- • Individual & family tax returns (W-2 income)
- • Self-employed, side-hustlers & gig workers
- • Small business & entrepreneur returns
- • Tax strategy & education for wealth-building
Ready to get started? Complete our secure intake form and we’ll follow up with next steps.
Complete Client Intake FormSecure Online Tools
- ➤ Client Portal Login Secure access to upload documents, review returns, and message our team.
- ➤ Tax Return Request Form Request preparation or a review of your tax return.
- ➤ Tax Estimator Get an idea of your refund or balance due before we file.
- ➤ Check Status of Your IRS Refund Use the official IRS “Where’s My Refund?” tool.
Have questions or ready to schedule your tax appointment? Reach out and a member of the Upscale Tax Pro team will follow up.