About PTSG

The PTSG Experience

Precision Tax Services Group was built around a simple belief: tax preparation should feel personal, not intimidating.

We know that taxes can come with a lot of questions, uncertainty, and sometimes even a little anxiety. Whether you're filing every year like clockwork, navigating self-employment for the first time, or trying to get caught up after falling behind, you deserve a tax professional who will meet you where you are—without judgment.

At PTSG, our goal is to create an experience where you feel comfortable asking questions, confident that your return is being handled with care, and supported throughout the entire process. We combine thorough tax preparation with the convenience of a fully virtual experience, so getting your taxes done can fit into your life—not take it over.

Because behind every tax return is a real person, a real family, or a real business—and those details matter.

Meet Your Tax Professional

Hi, I’m Courtnay, founder of Precision Tax Services Group.

My journey in tax preparation actually began at a small tax firm, where I learned the value of working closely with clients and treating every return like there’s a real person and a real life behind the numbers. More recently, I’ve spent my tax seasons preparing hundreds of returns through TurboTax Live, gaining experience with clients and tax situations from all across the country.

PTSG grew from wanting to bring the best parts of both of those experiences together.

I wanted to create the kind of tax service I would want to use myself—one that offers the smooth, convenient virtual experience you expect from a large platform, but with the personal attention and familiarity of working with your own tax professional. I want my clients to know who is preparing their return, feel comfortable asking questions, and never feel like they’re just another return in a queue.

I also wanted to do things differently when it comes to pricing. Tax preparation shouldn’t come with a long list of surprise charges simply because your return requires another form. My goal is to keep pricing transparent and straightforward, so you understand what you’re paying for from the beginning without watching your bill climb with every additional tax document.

Most importantly, I started PTSG because tax time already comes with enough worry. My job is to take as much of that worry off your shoulders as I can—while making sure your return receives the care, attention, and accuracy it deserves.

Your Tax Preparation Experience

1. Complete Your Intake & Upload Documents

Complete your secure intake questionnaire and upload your available tax documents through the secure client portal.

2. Quick Client Consultation

Before preparation begins, we’ll have a brief conversation about your tax situation. Your intake form and organizer give us a great starting point, but sometimes there are details that simply don’t fit neatly into a questionnaire. This conversation gives you an opportunity to mention anything you think we should know, ask questions, and make sure no important documents or circumstances have been overlooked.

3. Know Your Price Before We Begin

Because every tax situation is different, preparation fees are based on the complexity of your return and the services you need. Your fee will be discussed during your consultation before preparation begins, so there are no surprise preparation charges at the end.

4. Preparation, Review & Filing

Once everything is in place, your return will be professionally prepared. You’ll have an opportunity to review your return, ask questions, and understand the results before it is electronically filed.

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