Bring your prior or current year invoice and we’ll match your base tax preparation fee.
Same price.
Better strategy.
Better experience.
New Clients Only
🔷 WHY CLIENTS SWITCH TO OAD
Most tax preparers simply file your return.
At OAD, we focus on strategy, clarity, and long-term financial growth.
When you work with us, you receive:
✔ Strategic tax preparation
✔ Business & personal tax expertise
✔ Professional, judgment-free experience
✔ Guidance designed to support financial growth
✔ Support from a Business & Tax Strategist
Our goal isn’t just to file your taxes —
it’s to help you understand and optimize your financial position.
Trusted by business owners and high-performing individuals for strategic tax preparation.
🔷 HOW THE FEE MATCH WORKS
We match your prior year base tax preparation fee for comparable returns.
Step 1: Provide your prior or current year tax preparation invoice
Step 2: Our team reviews your return type
Step 3: We confirm your matched base fee
Step 4: Experience the OAD difference
🔷 IMPORTANT PRICING DETAILS
If your tax situation includes additional income sources, businesses, or specialized schedules, preparation fees may increase.
Examples of items that commonly require additional preparation:
• Self-employment or business income (Schedule C)
• Itemized deductions (Schedule A)
• Investment or capital gain activity
• Rental property income (Schedule E)
• Partnerships or S-Corporation income (K-1)
• Multiple state tax filings
• Cryptocurrency transactions
• Foreign income or reporting
• Prior-year corrections
• Complex credits or dependents
Our team will review your documents and provide a transparent quote before preparation begins.
🔷 WHO THIS OFFER IS IDEAL FOR
This offer is best suited for individuals who already pay for professional tax preparation, including:
• Business owners & entrepreneurs
• Self-employed professionals
• High-income earners
• W-2 employees with side businesses
• Real estate investors
• Individuals seeking strategic tax guidance
🔷 WHY OAD IS DIFFERENT
You’re not just hiring a tax preparer. You're gaining a financial team.
You’re working with a Business & Tax Strategist focused on long-term results.
Clients choose OAD because they want:
✔ Clarity about their financial position
✔ Proactive tax insight
✔ Professional, organized service
✔ A higher level of expertise
✔ A partner in their financial growth
**all clients receive access to a financial advisor, credit consultant, real estate consultant, and business & tax strategist
Offer valid for new clients only. Prior year invoice required. Fee match applies to base preparation fee for comparable returns only. Additional forms, schedules, or complexity may increase preparation fees. Offer valid for first year only.
OAD – Business & Tax Strategy
www.aliyahdixonmsba.com | (470) 571-1400