W-2 individual returns
Preparation for wage earners, with every step explained in plain language.
Baldridge Financial Group (BFG)
Memphis, Tennessee · Tax Preparation
Baldridge Financial Group provides personalized tax preparation and education for individuals, families, self-employed professionals, and small-business owners.
Services
Preparation tailored to how you earn.
Self-employed and gig-worker returns
Support for freelancers, contractors and gig workers organizing income and expenses.
Small-business tax preparation
Preparation for small-business owners who want clarity about their filing.
Amended returns
Help reviewing and correcting previously filed returns when something needs to change.
Who we serve
- Individuals
- Families
- Self-employed professionals
- Small-business owners
Mission and vision
Mission
Our mission is to help individuals, families, and entrepreneurs navigate tax season with confidence through clear education, accurate preparation, and professional support.
Vision
We are building a trusted tax business known for lasting client relationships, knowledgeable tax professionals, and a commitment to helping our communities prepare for a stronger financial future.
Our Service Promise
Four commitments to every client.
Education
We explain the filing process and the documents you need.
Communication
Clear updates and timely responses throughout.
Accuracy
Careful preparation and review based on the information you supply.
Professionalism
Respectful service and responsible handling of client information.
The Process
Three simple steps.
- Step 1
Connect
Reach out and share a little about your situation and goals for this tax season.
- Step 2
Organize
We explain the documents needed and answer your questions along the way.
- Step 3
Prepare & Review
Your return is carefully prepared and reviewed based on the information you supply.
Leadership
Milteria Baldridge
Founder & Team Leader
Baldridge Financial Group is led by Milteria Baldridge, with a focus on personal attention, clear explanations and helping every client feel prepared.
Personalized tax preparation, professional guidance, and a growing team of tax professionals committed to helping clients and partners grow with confidence.
Our team is growing. Connect with BFG to learn about joining our network of tax professionals.
Team structure
Tax Preparers
Prepare returns and guide clients through the process.
ERO Oversight & Support
Electronic Return Originator oversight and support for the preparation and electronic filing process.
Training & Partner Support
Supports onboarding, learning and mentorship for partners.
These describe roles within the BFG structure.
Partner With BFG
Grow with a team that invests in learning.
For tax preparers who value education, professional standards, and working with a supportive team.
Training
Develop your tax preparation knowledge and client communication skills through structured learning.
Marketing Support
Discuss client outreach and professional communication as part of building your presence on the team.
Mentorship
Connect with guidance, continued learning, and ERO oversight and support as you grow professionally.
- No income or earnings are guaranteed.
Your next chapter with BFG
A clear path to joining the team.
- 01
Connect
- 02
Discuss fit and next steps
- 03
Complete onboarding
- 04
Attend training
Company overview
Company overview
Copy this overview to review the wording or use it for consistent partner onboarding and presentations.
Baldridge Financial Group (BFG) Motto: Prepare Today, Protect Tomorrow, Prosper Always. About: Baldridge Financial Group provides personalized tax preparation and education for individuals, families, self-employed professionals, and small-business owners. Mission: Our mission is to help individuals, families, and entrepreneurs navigate tax season with confidence through clear education, accurate preparation, and professional support. Vision: We are building a trusted tax business known for lasting client relationships, knowledgeable tax professionals, and a commitment to helping our communities prepare for a stronger financial future. Services: - W-2 individual returns - Self-employed and gig-worker returns - Small-business tax preparation - Amended returns Who we serve: Individuals, Families, Self-employed professionals, Small-business owners Service promises: - Education: We explain the filing process and the documents you need. - Communication: Clear updates and timely responses throughout. - Accuracy: Careful preparation and review based on the information you supply. - Professionalism: Respectful service and responsible handling of client information. Leadership: Milteria Baldridge, Founder & Team Leader Team: A growing team of tax professionals, led by Milteria Baldridge. Recruitment: Our team is growing. Connect with BFG to learn about joining our network of tax professionals. Team structure (roles, not named staff): - Tax Preparers: Prepare returns and guide clients through the process. - ERO Oversight & Support: Electronic Return Originator oversight and support for the preparation and electronic filing process. - Training & Partner Support: Supports onboarding, learning and mentorship for partners. Location: Memphis, Tennessee Service area: Pending owner confirmation Appointments (virtual/in-person): Pending owner confirmation Contact: - Email: info@baldridgelegacy.com - Phone: 901-573-2194 - Website: baldridgefinancialgroup.com - Hours: Mon–Fri 9 AM–5 PM; Saturday 11 AM–4 PM Central Time - Scheduling: Call or email BFG to request an appointment. - Partner inquiries: Call or email BFG to discuss joining the team. Partner journey: Connect → Discuss fit and next steps → Complete onboarding → Attend training Note: The BFG monogram is an interim typographic mark, not official artwork.
FAQ
Questions, answered.
Who does BFG work with?
Individuals, families, self-employed professionals and small-business owners.
How do I schedule tax preparation?
Call 901-573-2194 or email info@baldridgelegacy.com to request an appointment. We will discuss your needs and next steps.
What documents should I gather?
Typically income forms such as W-2s or 1099s, records of expenses and deductions, and your prior-year return. A complete list will be shared once you connect.
Can you help with a return I already filed?
Yes — amended returns are one of our services. We will review your situation and explain the options.
Do you offer virtual or in-person appointments?
Details coming soon. Appointment options and service area will be shared once confirmed.
How do I inquire about joining the team?
Our team is growing. Call or email BFG to connect, discuss fit and next steps, complete onboarding, and attend training. Earnings are not guaranteed.
Contact & Location
Based in Memphis, Tennessee.
- Service area
- Details coming soon
- Virtual / in-person appointments
- Details coming soon
- Business email
- info@baldridgelegacy.com
- Phone
- 901-573-2194
- Official website
- baldridgefinancialgroup.com
- Business hours
- Mon–Fri 9 AM–5 PM; Saturday 11 AM–4 PM Central Time
- Scheduling
- Call or email to request an appointment