A clear path to your tax return: gather your documents → review your situation → agree on next steps.
TRUST | INTEGRITY | SERVICE
How we can help
One return or several years to catch up on. Let's start with where you are.
01 — Individual
Clear, careful preparation for your personal return.
02 — Family
Help organizing your family's filing needs.
03 — Self-Employed / 1099
Support for independent work, income, and expenses.
04 — Small Business
Preparation with your business records in mind.
05 — Amendments & Prior Years
Corrections and returns for the years you need filed.
06 — Year-Round Support
A familiar contact when tax questions come up.
Final quote after document review.
The Mentor Estate Tax approach
✓ Accurate & Reliable
Attention to the details that matter.
✓ Confidential
Respect for your privacy.
✓ Current Tax Laws
Preparation informed by the rules that apply to you.
✓ Friendly & Professional
Plain-language answers, welcoming conversation.
✓ Year-Round Assistance
Support beyond tax season.
Bring your documents. Bring your questions.
Self-employed / small business: income/expense records and all 1099s. It's okay if something is missing — we'll identify it together.
Get a quote & upload your documents
What happens next? 1. Fill in your details. 2. Upload below. 3. Connect with Marvin about next steps. General information only. Final quote after review. No refund amount promised.
Let's take the next step together
15 minutes. A clearer next step. Check what documents are present, missing, or unclear, and agree on next steps and a date.
Message BOOK for a 15-minute review • Call: 802-738-6473 • Email: mentorestatetrust@gmail.com • Facebook: Mentor Estate Tax • mentorestatetax.com