FILE WITH
Beyond The Numbers
Financial Group
FROM THE COMFORT OF YOUR HOME OR IN OUR OFFICE
FILE WITH THE
Beyond The Numbers
Financial Group
FROM THE COMFORT OF YOUR HOME OR IN OUR OFFICE
Beyond the Numbers Financial Group was built on the belief that every client is more than a number or a tax return. Our mission is to educate, empower, and help our clients make informed financial decisions. The spade in our logo honors the memory of my father, representing legacy, strength, and the foundation behind my journey. Here, we don’t just serve clients—we help build brighter financial futures, beyond the numbers.
TAX HELP YOU NEED AND THE
BIGGEST POSSIBLE
REFUND GUARANTEED!
Beyond the Numbers Financial Group provides unparalleled personalized tax services to a broad range of clients across the world. As your certified tax professionals, we are here to ensure that all your tax preparation needs are met accurately and as quickly as possible. We take pride in our ability to provide our clients with up-to-date knowledge on important IRS updates and changes. We are ready and able to serve as your tax professionals and help guide you down the path to success.
MEET
Alicia Stafford
Hi, I’m Alicia Stafford, Founder & CEO of Beyond the Numbers Financial Group. My mission is to create an experience where clients feel educated, supported, and confident—not just during tax season, but in the decisions that impact their financial journey.
My passion for taxes began with helping family and friends over five years ago and has grown into my professional career in the tax industry. Through continued education and hands-on experience, I’ve developed a true passion for helping people understand the process and feel comfortable asking questions.
Outside of business, I’m a wife, proud mother of two, and woman of faith who understands the importance of family, growth, and building a legacy.
At Beyond the Numbers, you’ll always be treated like more than a return. Your story matters, your goals matter, and we’re here to help you every step of the way.
Welcome to Beyond the Numbers—where it’s personal, professional, and always about more than the numbers.
MEET
Alicia Stafford
Hi, I’m Alicia Stafford, Founder & CEO of Beyond the Numbers Financial Group. My mission is to create an experience where clients feel educated, supported, and confident—not just during tax season, but in the decisions that impact their financial journey.
My passion for taxes began with helping family and friends over five years ago and has grown into my professional career in the tax industry. Through continued education and hands-on experience, I’ve developed a true passion for helping people understand the process and feel comfortable asking questions.
Outside of business, I’m a wife, proud mother of two, and woman of faith who understands the importance of family, growth, and building a legacy.
At Beyond the Numbers, you’ll always be treated like more than a return. Your story matters, your goals matter, and we’re here to help you every step of the way.
Welcome to Beyond the Numbers—where it’s personal, professional, and always about more than the numbers.
OUR
TAx preparation SErvices
We offer a full range of tax preparation services to ensure a hassle-free tax season.
We assist with tax planning to better manage your taxes.
max
refund
irs tax resolutions
itin
assistance
state
income tax filing
federal income tax filing
tax preparation in all 50 states
Why Choose Us?
Client Satisfaction
Our track record of satisfied clients speaks for itself. We're proud to have helped individuals and businesses not only meet their tax obligations but also achieve financial success.
Personalized Approach
We understand that every client's financial situation is unique. That's why we take the time to listen to your needs, concerns, and goals, tailoring our services to ensure the best possible outcomes for you.
Experience and Expertise
With years of experience in the tax industry, our team of tax professionals is well-versed in the ever-changing tax codes and regulations. We stay up-to-date with the latest developments to provide you with accurate and reliable advice.
Ready to simplify your tax season? Contact us today to schedule a consultation. We're here to answer your questions, provide guidance, and set you on the path to financial success.
WHAT THEY SAY!
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
As a small business owner, I was skeptical about investing in marketing tools. This platform has proven to be worth every penny.
The customer support team is absolutely amazing! They helped me set up my first funnel in just a few hours. My business has grown 300% since implementing this platform.
I love how everything is integrated in one place. From email marketing to appointment booking, this platform has streamlined my entire business operations.
Tax Preparation process
We offer a full range of tax preparation services to ensure a hassle-free tax season. We assist with tax planning to better manage your taxes.
STEP:01
Schedule AN ONLINE OR IN OFFICE WITH A TAX PRO
Visit Our website and Select “file online” or "File in office".
STEP:02
Schedule YOUR APPOINMENT
Schedule your 1-hour appointment with one of our Tax Professionals at your prefer time.
STEP:03
FILL OUT THE CLIENT FORM
Fill out the online “Client Contact Form” & "Client Data Form". After you have completed the each you will receive a link to schedule your appointment.
STEP:04
FILE WITH A LIVE TAX PRO
File with a live Tax Pro on-line with the ZOOM meeting App or in our office
Learn How to Grow Your Own Profitable Tax Business
Learn How to Grow Your Own Profitable Tax Business
where to start?
4 steps to get started:
Step 1 : Make your payment to secure your package.
Step 2 : Sign your service agreement to activate your account.
Step 3 : Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 4 : Get access to our training and community to start building your business.
our packages
Our packages assists you in starting your own tax business. We will provide you with the knowledge, systems, processes, and support you need to confidently file taxes for your clients and growing a successful organization.
PTIN package
Our packages assists you in starting your own tax business. We will provide you with the knowledge, systems, processes, and support you need to confidently file taxes for your clients and growing a successful organization.
now only
$170
REVENUE SHARE : 60/40
what you will get from us
Training & Technology
With Beyond the Numbers Financial Group, you can successfully operate your own tax business backed by a trusted and established company. From day one, you receive the essential tools, technology, and instruction needed to build a profitable and scalable business.
ERO SUPPORT
We provide a dedicated ERO Support Team to assist you with software setup, bank product enrollment, EFIN compliance, client troubleshooting, and daily operational needs, ensuring smooth performance all season long.
SOFTWARE TRAINING
We offer consistent step by step training to help you master the system. From basic navigation to advanced return types, you will learn how to complete returns quickly and accurately to serve more clients in less time.
BRANDING YOUR BUSINESS
We help you position your brand professionally and confidently in the marketplace. From marketing materials to branding guidance, our resources ensure your business stands out, builds trust, and attracts quality clients and partners.
MARKETING STRATEGIES
Client acquisition is the most important part of tax season success. With our proven marketing playbooks and daily strategy support, you will learn how to consistently bring clients in the door using advanced digital marketing and field marketing techniques.
TAX EDUCATION & COMPLIANCE TRAINING
We keep you up to date with tax law changes, due diligence requirements, and proper documentation. Our focus is helping you operate efficiently, ethically, and with full compliance, protecting your business from day one.
Frequently Asked Questions:
What documents do I need to prepare my taxes?
You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.
When is the tax filing deadline?
For most individuals, the tax filing deadline is April 15th. However, this date can vary, so it's important to double-check each year.
What are the benefits of using a professional tax preparer?
Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.
Can I e-file my taxes through your website?
Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.
What should I do if I can't pay my taxes in full by the deadline?
If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.
What tax credits and deductions am I eligible for?
Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.
How long does it take to receive my tax refund?
The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.
What if I have income from multiple states?
If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.
What records should I keep for tax purposes?
It's important to keep records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns.
What is the penalty for filing taxes late?
The penalty for filing taxes late is usually 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum of 25%. If the return is more than 60 days late, the minimum penalty is $435 or 100% of the unpaid tax, whichever is less.
What happens after I submit my client data form?
One of our tax professionals will review your information and call with 24 hours for a free estimate.
How do I Contact you about my free estimate?
Office: 318-314-1036
Email: [email protected]
What documents do I need to verify my Identification?
ID, Taxpayer Social Security Card, and Dependent Social Security Cards.
What documents do I need to verify my filing status and address?
Utility Bill, Lease, Cable Bill.
What documents do I need to verify my dependents relationship
Birth certificate, Adoption statements, Government statements.
What documents do I need to verify my dependents residency?
Medicals records, School Records, Shot Records, or Lease with dependents names.
What documents do I need to verify my income?
W2, 1099’s, 1099k, Bank Statements, Receipt Book, Summary of Income & expense, Records of Expenses, Financial Transactions, Reconstruction of Income & expense, and any other income documents.
What supporting documents do I need to verify my small business or self-employment business?
LLC, EIN, website, pictures of business, prior year tax returns, business license, client testimonials, business plan, professional licenses, contract & agreements, business registration
Business working hours
Monday -Friday 9am-6pm
Saturday 9am-12pm
Sunday off
Beyond The Numbers Financial Group Ⓒ
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