Where your financial family and growth begins
Credit. Taxes. Funding. One Financial Family.
While our office is located in Michigan, We Provide:
- Nationwide wide tax services
- Mobile tax services (we travel to clients)
- Remote/virtual tax services
File Smart. Build Strong. Fund Confidently.
Billionário Credit, Funding & Tax Institute provides structured credit, funding readiness, and professional tax services for individuals and business owners. Our focus is accuracy, compliance, and helping clients move forward with confidence and clarity.
- Credit Strategy & Education
- Funding Readiness (Personal & Business)
- Professional Tax Preparation
- Local Michigan Office + Remote Services
Our Services
We offer integrated financial services designed to support individuals, entrepreneurs, and small businesses at every stage of growth.
Tax Services
Individual Tax Preparation
Business & LLC Tax Filings
Self-Employed & Independent Contractor Returns
Prior-Year & Amended Returns
Credit & Deduction Optimization
Secure Electronic Filing
Credit & Financial Services
Credit Repair Strategy & Education
Business & Personal Funding Assistance
Bookkeeping Services
Notary Services
Tax Software Sales
Tax Preparer Training & Classes
Limited Time Offer
Refund Advance Loans
Get up to $7,500 in advance!
- Refund advance loans up to $7,500 are available beginning January 2, 2026.
- All loan amounts are subject to lender approval.
- EA Services
Tax Relief & IRS Support
For clients facing IRS notices, back taxes, or balances due, Enrollment Agent-level assistance is available. This service provides professional guidance and IRS communication beyond standard tax preparation.
Includes:
IRS Notice Review & Response
Assistance with Tax Balances Due
Support for Back Taxes
- Enrollment Agent services are engaged after initial assessment when advanced representation or resolution support is required.
About Billionário Credit, Funding & Tax Institute
We are a professional financial institute committed to accuracy, confidentiality, and dependable service. Our mission is to simplify taxes, strengthen credit profiles, and help clients position themselves for real financial opportunity.
For clients facing IRS notices, back taxes, or balances due, Enrollment Agent-level assistance is available. This service provides professional guidance and IRS communication beyond standard tax preparation.
Why Choose Us
- Professional, confidential service
- Credit, funding, and tax solutions under one trusted institute
- Clear processes and transparent pricing
- Support for individuals and business owners
Leadership
Mr. Cleve Brown Sr.
Financial Captain
Leads credit strategy, funding readiness, and financial education with a focus on structure, discipline, and long-term growth.
Mrs. Lakeshia Brown
Tax & Compliance Director EFIN | PTIN | Notary
Oversees tax preparation operations and compliance standards.
Josephine Brandon, EA
Enrollment Agent (IRS)
Josephine is a federally licensed Enrollment Agent authorized to represent clients before the IRS. Her role strengthens our institute by providing advanced tax resolution insight and IRS compliance support not offered by most local tax offices.
Josephine does not handle general intake or reception. Her expertise is engaged when EA-level services are required.
Join Our Team
Build Your Future in the Tax Industry
Billionário Credit, Funding & Tax Institute is expanding and looking for motivated individuals ready to enter the tax industry or grow their own tax business.
No experience required — training, professional tax software, and ongoing support are provided.
Why Partner With Us?
- Training provided
- Professional tax software included
- Seasonal support
- Opportunity to build your own tax business
- Flexible income opportunities
Who This Is For
- Aspiring tax preparers
- Entrepreneurs
- Individuals seeking seasonal or long-term opportunities
Ready to Get Started?
What Our Clients Say
Clients trust us for clarity, professionalism, and structured financial guidance.
"Professional, knowledgeable, and efficient."
— John
"Everything was explained clearly and handled smoothly."
— Lisa
"Great experience from start to finish."
— Jose
Frequently Asked Questions
Can I file my taxes before my W-2 arrives?
Yes—but only if your return can be completed accurately. If your income is from 1099s, Social Security, retirement, or other non-W-2 sources and you have all documents, you may file earlier.
What if I worked a W-2 job?
If you had W-2 wages, we must have your official W-2 before filing. Filing with estimates or paystubs often causes delays or amended returns.
When are employers required to send W-2s?
Employers must furnish W-2s by January 31. Mailing by that date counts.
Who qualifies for a refund advance?
Refund advances require a completed and e-filed tax return, a qualifying refund amount, and bank approval. Eligibility depends on documentation and underwriting.
What if I claim EITC or ACTC?
Under the PATH Act, refunds claiming these credits cannot be issued before mid-February.
"Structure beats stress. Every time."
- The Financial Captain
Get in Touch
Ready to improve your credit, prepare for funding, or file your taxes the right way? Contact us today.
Call Us
248-303-5901
Visit Us
2900 Orchard Lake Road, Suite 7 Keego Harbor, MI 48340