Welcome to Elevation Financial Services TAX ACADEMY
At Elevation Financial Services Tax Academy, we are committed to helping tax professionals stay informed, certified, and competitive in an ever-evolving industry. Our academy offers comprehensive support and resources to ensure you meet your annual Continuing Education (CE) requirements while gaining a deeper understanding of specialized tax credit programs.
Tailored Accounting Support Services.
What we Offer!
CE Credit Guidance
Stay on track with your federal and state CE requirements through curated courses and reminders tailored to your licensing and practice needs.
AFSP (Annual Filing Season Program)
We’ll guide you through the steps to obtain the IRS Record of Completion and help you elevate your status as a trusted tax preparer.
AFTS (Accredited Financial Tax Specialist) Training
Advance your expertise and credibility with support for this prestigious certification.
CTEC (California Tax Education Council) Assistance
Specifically for California-based preparers, we help ensure you meet all CTEC registration and renewal requirements.
Whether you’re new to the field or a seasoned tax professional, our academy is designed to keep you compliant, competitive, and confident year-round.
Join Elevation Financial Services Tax Academy
– where education meets elevation.
Let’s grow your tax career together!
Our Services
Next-Level Accounting for a Changing World
From automated bookkeeping to strategic financial planning, our tailored accounting services are designed to simplify your workflow and empower smarter business decisions.
Tax Preparation?
Tax season doesn’t have to be stressful. At Elevation Financial Services, we provide accurate, efficient, and personalized tax preparation services that keep you compliant and maximize your return.
📄 Individual & Business Returns – Whether you're filing as an individual, a small business, or self-employed, we tailor our services to your unique situation.
💰 Maximize Deductions & Credits – We stay up-to-date with the latest tax laws to ensure you’re taking advantage of every deduction and credit available to you.
🔒 Secure, Digital Convenience – Use our trusted TaxesToGo® mobile app to upload your documents, sign forms, and communicate with us—no office visit required.
🕵️♀️ IRS Compliance & Audit Support – We prepare your return with accuracy and help you navigate IRS letters or audits if they arise.
⏱️ Fast Turnaround – We know your time is valuable. Our process is efficient, transparent, and designed to get your return filed quickly and accurately.
🧾 Year-Round Support – Our services don’t stop after tax season. We’re here for tax planning, amendments, and any questions throughout the year.
At Elevation, we take the hassle out of taxes—so you can focus on what matters most.
Business Formation
Starting a business is exciting—but the paperwork can be overwhelming. We simplify the process and set you up for success from day one:
🧾 Entity Selection Guidance – We help you choose the best legal structure (LLC, S Corp, etc.) based on your goals and needs.
🏷️ Name Search & Registration – Ensure your business name is unique and properly registered with the state.
🆔 EIN & Tax ID Setup – We’ll obtain your Federal EIN so you can open bank accounts, hire employees, and stay compliant.
📁 Operating Agreements & Bylaws – Essential internal documents tailored to your business structure and strategy.
🚀 Start-to-Launch Support – From paperwork to planning, we guide you every step of the way—so you can launch with confidence.
Business Compliance & Credit Preparation
We help lay the foundation for a business that’s not just operational—but positioned to grow, fund, and thrive. Here’s what we bring to the table:
✅ Business Compliance Made Simple – From EIN registration to annual reports, we help ensure your business meets local, state, and federal requirements.
🏛️ Proper Structure & Setup – We guide you in selecting the right entity type and organizing key documentation to avoid common pitfalls.
📊 Business Credit Readiness – Step-by-step support to establish and grow your business credit profile, from DUNS setup to tier-1 vendor accounts.
🔄 Ongoing Monitoring & Support – Stay ahead of compliance deadlines and credit-building opportunities with consistent guidance.
🚀 Growth-Focused Strategy – Our approach sets you up not just for compliance, but for funding, partnerships, and long-term success.
Notary Services
Starting a business is exciting—but the paperwork can be overwhelming. We simplify the process and set you up for success from day one:
🧾 Entity Selection Guidance – We help you choose the best legal structure (LLC, S Corp, etc.) based on your goals and needs.
🏷️ Name Search & Registration – Ensure your business name is unique and properly registered with the state.
🆔 EIN & Tax ID Setup – We’ll obtain your Federal EIN so you can open bank accounts, hire employees, and stay compliant.
📁 Operating Agreements & Bylaws – Essential internal documents tailored to your business structure and strategy.
🚀 Start-to-Launch Support – From paperwork to planning, we guide you every step of the way—so you can launch with confidence.
Our Process
Our Roadmap to Financial Excellence
Assessment & Analysis
Planning & Implementation
Monitoring & Adjustment
02
Assessment & Analysis
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.
01
Planning & Implementation
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.
03
Monitoring & Adjustment
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is distribution of letters.
Our Process
Commonly Asked Queries
About Services.
What services does Elevation Financial Services offer?
We provide a complete range of financial solutions including tax preparation and planning, bookkeeping, payroll management, business consulting, and financial strategy development — all tailored to meet your unique needs.
Do you work with both individuals and businesses?
Yes, we serve both individuals and businesses across Tyler, TX, and surrounding areas. Whether you need personal tax assistance or full-scale business accounting support, our team can help.
How can Elevation Financial Services help my business grow?
Our consulting and accounting services are designed to simplify your financial management, reduce costs, ensure compliance, and identify opportunities for growth — helping your business operate more efficiently and profitably.
What makes Elevation Financial Services different from other firms?
We combine years of professional experience with innovative tools and a personalized approach. Every strategy we deliver is tailored to your goals — ensuring accuracy, clarity, and long-term results.
Do you offer virtual or remote accounting services?
Absolutely. We provide flexible online consultations and cloud-based accounting support, so you can manage your finances conveniently and securely from anywhere.
How can I get started with your services?
Getting started is easy — simply reach out through our contact form or give us a call. We’ll schedule a consultation to understand your goals and recommend the best financial solutions for you.
Answer to the Question
Did not Find Your Questions?
Contact our experts anytime for personalized assistance with your financial concerns.
Article
Our Collection of
Informative Articles
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has normal distribution of letters.
Lorem Ipsum is simply dummy
text of the printing
Lorem Ipsum
Lorem Ipsum is simply dummy
text of the printing
Lorem Ipsum
What Our Clients Say
Building Trust One Relationship at a Time
Hear directly from our clients who’ve experienced financial clarity, compliance, and growth through our expert accounting and consulting services.
“Excellent experience from start to finish!” I used Elevation Financial Services for my LLC formation and ongoing consulting. They made the process so smooth and explained everything in detail. I now feel confident running my business with their support behind me.
“Fast, professional, and convenient.” The mobile notary service saved me so much time. Elevation came to my office, had everything ready, and was in and out quickly. Super professional and reliable—highly recommend!
“They go above and beyond.” Elevation helped me set up my EIN, file my taxes, and even walked me through building business credit. Their team genuinely cares and treats you like more than just a client.
“A true partner in business.” I’ve worked with Elevation for consulting and compliance support. They don’t just give advice—they build strategy. My business is more organized and profitable thanks to them.
“So grateful for their help with my taxes.” I used to dread tax season, but Elevation made it so easy this year. I used the TaxesToGo app, uploaded everything, and they handled the rest. I even got a bigger refund than expected!
“Clear, patient, and super professional.” As a first-time business owner, I had no idea where to start. Elevation walked me through entity selection and filed everything for me. Their guidance was worth every penny.
Lorem Ipsum is simply dummy
text of the printing
Lorem Ipsum
Lorem Ipsum is simply dummy
text of the printing
Lorem Ipsum
Let's Talk: Schedule
Consultation Today!
At Elevation Financial Services, we understand that the true value of your business lies beyond the numbers. That’s why our focus is on clarity, strategy, and precision — helping you make financial decisions with confidence and control.
Have questions or need to schedule a mobile notary?
📞 Call or Text: 903-707-5127
📧 Email: [email protected]
🖥️ Or use our online booking form for quick scheduling.
Copyright© 2025 Elevation Financial Services All rights reserved. Powered and Designed by Syed Muneeb Shah