Benchmark Tax Services | Beyond Filing

The Benchmark Standard

Tax Preparation that GoesBeyond Filing.

Benchmark clipboard with checked tax preparation items, pen, and calculator

Accurate Preparation.

Whether you’re filing an individual return, earning income through your own business, or managing an S corporation, Benchmark Tax Services helps you navigate your taxes with confidence and understand what the numbers mean for you.

2005

Katrina began supporting
individuals & businesses

2015

Benchmark Tax Services
officially launched

Year round

Bookkeeping &
tax planning support

Who We Help

Tax Support for Where
You Are Now and
Where You’re Going

Your tax situation changes as your income, family, and business grow. Benchmark provides personalized support based on what your financial picture actually looks like.

INDIVIDUALS

Straightforward, professional tax preparation with guidance you can understand.

SELF EMPLOYED

Schedule C tax preparation for entrepreneurs and independent business owners who need more than basic filing.

S CORPORATION
OWNERS

Straightforward, professional tax preparation with guidance you can understand.

TRANSPORTATION
PROFESSIONALS

Specialized support for owner operators, sprinter van operators, box truck owners, and other self employed transportation professionals.

What We Do

More Than a
Tax Return

Your taxes don’t exist in a bubble. The way you earn, spend, organize, and plan throughout the year can all affect what happens at tax time. That’s why Benchmark offers services that support both the return you’re filing today and the financial decisions you’ll make tomorrow.

Tax return documents with a Benchmark folder, pen, and calculator

Tax Preparation

Individual, self employed, and business tax preparation focused on accuracy, compliance, and helping you understand your return.

Organized bookkeeping ledger and receipts with calculator

Bookkeeping

Catch up, clean up, and ongoing bookkeeping support to help business owners keep their financial records organized throughout the year.

Year-round tax planning calendar and financial plan

Tax Planning & Consulting

Proactive guidance to help you understand your tax position, prepare for upcoming obligations, and make informed financial decisions before tax season arrives.

Transportation Professionals

Your Business Stays Moving.
Your Finances Should Keep Up.

When you’re behind the wheel and running the business, keeping up with income, expenses, records, estimated taxes, and filing requirements can quickly become another full time job.

Benchmark Tax Services provides tax and bookkeeping support for semi truck owner operators, sprinter van operators, box truck owners, and other self employed transportation professionals.

Whether you need help getting organized, preparing your Schedule C, maintaining your books, or planning ahead for taxes, we’ll help you get a clearer picture of your numbers.

Open Benchmark financial road book with route map, compass, and financial charts

Why Benchmark

Tax Service Should
Feel Personal.

At Benchmark Tax Services, you’re more than another return in the queue. We take the time to understand your situation, answer your questions, and provide guidance that makes sense for where you are financially.

Katrina has served individuals and business owners since 2005 with an emphasis on education, personalized solutions, and long term client relationships.

PERSONALIZED SERVICE

Your tax situation drives the service, not a one size fits all process.

CLEAR COMMUNICATION

We explain what matters so you aren’t left staring at numbers you don’t understand.

ACCURACY & COMPLIANCE

Your return is prepared with attention to detail and current tax requirements.

YEAR ROUND SUPPORT

For clients who need ongoing help, bookkeeping and tax planning keep the conversation going beyond filing season.

Client Experiences

Trusted By Clients
Who Come Back
Year After Year

Real Clients. Real Experiences.

Your Next Step

Let’s Make Your Next Tax Move
With Confidence.


Whether you’re preparing your individual return, running your own business, managing an S corporation, or trying to get your books back on track, you don’t have to figure it all out alone. Tell us what you need and we’ll help you determine the next step.

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Let’s Talk About You.

Choose how you’d like to meet with Benchmark.