
Secure, accurate tax prep for W-2 earners, 1099 contractors, and small businesses. Choose virtual or in-person appointments for your convenience.
Get your return filed quickly and accurately. We offer expedited services for clients with urgent deadlines, always maintaining IRS compliance.
Free verbal consultations and tailored quotes after document review. $25 fee for calculations, waived if you file with us.
Hart & Numbers is led by Jalicia Hart, an IRS-registered tax preparer with an active PTIN. Jalicia is committed to delivering accurate, compliant, and confidential tax services, ensuring every client receives the same high standard of care—regardless of tax situation or complexity..
Refer a friend, colleague, or family member and receive a $150 bonus for every successful referral. There’s no limit to how many you can earn. Referrals must complete their tax preparation with us. Contact us for full program details and eligibility.
We use encrypted systems and privacy-first protocols to protect your sensitive information. All client data is handled with the utmost care, and we never share your details without explicit consent. Your trust is our highest priority.

1. Schedule Your Consultation
Begin by booking a secure online consultation at your convenience. This allows us to understand your tax situation, income profile, and specific needs before any preparation begins.
2. Upload Your Documents Securely
After your consultation, you will receive access to our secure client portal to upload your tax documents. This ensures confidentiality while allowing for an efficient, organized review process.
3. Expert Review & Preparation
Jalicia Hart personally reviews and prepares your return with a focus on accuracy, compliance, and strategic tax positioning. Every detail is carefully analyzed—no assumptions, no one-size-fits-all filings.
4. Review & Approval
Once your return is complete, you will receive a clear summary and have the opportunity to review everything before filing. We address questions, explain outcomes, and make any necessary adjustments.
5. File With Confidence
After your approval, your return is securely filed. You can move forward knowing your taxes were handled with precision, discretion, and integrity.

TAX PREP CLIENT INTAKE FORM
TAXPAYER INFORMATION:
SPOUSAL INFORMATION REQUIRED IF APPLICABLE
DEPENDANTS:
TAX RELATED QUESTIONS:
GENERAL EXPENSES:
ACKNOWLEDGMENT & SIGNATURE
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By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Phone: (386)2276439
Email: [email protected]
Hours: Mon–Fri 7:30am- 5pm, Sat 10am–5pm
