Turning Financial Complexity into Confident Decisions
Drayton Financial Group was created to bring clarity to a space often defined by complexity.
I saw too many capable individuals and business owners navigating financial decisions without clear guidance—simply because they didn’t fit neatly into traditional service models. DFG exists to bridge that gap through thoughtful conversations, transparent service, and guidance clients can truly understand and use.
Our goal is simple: to help clients feel informed, confident, and supported at every stage of their financial journey.
Clarity. Confidence. Commitment
Our clients trust us because we bring clarity to complexity. We take intricate tax and business finance matters and translate them into practical guidance clients can understand and act on with confidence.
“Excellent Service. Great Value.” is not simply a tagline—it reflects the standard we hold ourselves to in every interaction, from thoughtful analysis to clear communication and long-term partnership.
Our Services
Simple to moderate personal tax filings
Best for:
W-2 earners, retirees, and families with straightforward income and credits.
What’s Included
✔ Social Security & Retirement Income
✔ Wages (up to 3 W-2s)
✔ Scholarship / Grant Income
✔ Unemployment Compensation (1099-G)
✔ Earned Income Credit
✔ Dependents (up to 5)
✔ Child Tax Credit
✔ Child & Dependent Care Expenses (Form 2441)
✔ Student Loan Interest
✔ Standard Deduction
✔ Optional Installment Agreement (Form 9465)
Does not include investment income, itemized deductions, or business activity.
For individuals with additional income sources or deductions
Best for:
Clients whose returns extend beyond basic wages and credits but do not involve business ownership.
What’s Included
✔ Everything in Essential, plus:
✔ Wages (up to 5 W-2s)
✔ Miscellaneous Income (1099-MISC, other income)
✔ Investment Income (interest & dividends)
✔ Education Credits
✔ Itemized Deductions (Schedule A)
✔ Optional Installment Agreement (Form 9465)
Does not include self-employment income, rental property, or business schedules.
For one primary business or investment activity
Best for:
Self-employed individuals or investors with a single source of business or rental income.
What’s Included
✔ Everything in Comprehensive, plus:
✔ ONE primary income activity, such as:
Self-Employment Income (Schedule C – single business)
Rental Property (Schedule E – single unit)
Capital Gains Income (Schedule D)
✔ Supporting income & adjustments (as applicable):
Trust, Estate, or Partnership Income (Single K-1)
HSA Distributions (1099-SA)
Health Insurance Marketplace (1095-A)
✔ Optional Installment Agreement (Form 9465)
Includes one business or investment activity. Multiple activities require the Superior Package.
Our Process
A clear, structured approach designed to make tax filing straightforward and efficient.
The 4 Steps
1. Get Started
Schedule a brief review to discuss your filing needs and confirm the appropriate service level.
2. Engagement & Information
Complete the engagement letter and tax information worksheet to begin the process.
3. Secure Document Upload
Upload your documents through our secure system once requested.
4. Review, Pay & File
We prepare your return, address any final questions, and file once payment and signatures are completed.
About Drayton Financial Group
Drayton Financial Group was built on the foundation established by Drayton Tax Pros, which was founded in 2015 with a simple goal: to make the tax preparation process clearer, more accessible, and less overwhelming for individuals and families.
From the beginning, the focus was never just on filing forms. It was about helping clients understand their financial picture—what the numbers meant, how different decisions impacted outcomes, and why clarity matters just as much as compliance. Transparent pricing and a streamlined process were intentional choices, designed to remove confusion and build trust.
Over time, client needs evolved. Many individuals and small business owners wanted more than year-end tax filing—they wanted insight, planning, and guidance throughout the year. Drayton Financial Group was created to meet that need and to reflect a broader, forward-looking approach to financial and tax services.
Today, Drayton Financial Group continues to provide the same trusted tax preparation and compliance services clients have relied on for years, while expanding into advisory-focused support, including tax planning, cost and managerial accounting insights, and specialized assistance for small businesses, nonprofit organizations, and mission-driven entities.
The firm is intentionally structured for long-term growth, with a commitment to professional development and expansion into licensed CPA services as qualifications are completed. This ensures clients can grow with the firm—confident that the guidance they receive will continue to deepen alongside their needs.
At its core, Drayton Financial Group remains committed to clear communication, thoughtful analysis, and practical guidance—helping clients make informed decisions with confidence, not confusion.
Contact Us
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