At Ombsy Tax Pro, our #1 mission is getting results for our clients and taking care of you year-round—from maximum-refund tax preparation to credit restoration and small business funding.
Every client receives a dedicated specialist, transparent fee guidance, and year-round support inside our secure client portal.
We don't just type numbers into a form—we review every credit, deduction, and business expense you legally qualify for.
Turn your tax season momentum into long-term buying power. We help you clean up inaccurate items and build a bankable profile.
When your tax returns and credit are aligned, capital opens up. We package your business so lenders say yes.
We built a private, bank-grade Client Portal and CRM workflow so you never wonder where your tax return, credit dispute, or funding file stands.
Message your assigned tax or credit specialist right inside the Ombsy Client Portal. Both you and your specialist receive instant email & SMS alerts the moment a new message arrives.
Open Client Portal →No more shoeboxes of faded paper. Upload photos or text of your receipts and tax documents—our OCR pipeline extracts the vendor, date, and amount into downloadable records for your file.
Upload Documents →Your sensitive financial documents are protected by role-based permissions so only your assigned preparer and Master Admin oversee your file from intake to signature.
Start Secure Intake →Sign engagement agreements and tax authorizations from your phone in seconds, with automatic record keeping so your files are always ready when lenders ask.
Book Your Session →Complete this 60-second client intake to assign a dedicated Ombsy Tax Pro specialist to your file. Our CRM workflow immediately alerts our team and sends your next steps.
Yes! While our flagship headquarters is at 1270 Texas Ave in Alexandria, Louisiana, Ombsy Tax Pro serves clients across all 50 states through our secure 2-Way Client Portal, phone/video consultations, and remote e-signature system.
Once you start your file, you can log into our Client Portal from your phone or computer to upload photos or PDFs of your tax documents and receipts, and message your assigned specialist directly.
Absolutely. Many of our clients start with tax preparation and use our integrated credit restoration and business funding advisory to qualify for homes, vehicles, and business working capital year-round.
Visit our dedicated Ombsy Tax Pro Career Page (ombsy.com/taxpro/career) to review all 7 positions, see how much you can make, and submit your full application. No prior experience is welcome!