Expert Tax Prep by Local Tax Professionals

There Are a Lot of Tax Offices to Choose From, and They Aren't All the Same

Tax offices are a dime a dozen in our city. If you actually go counting, you'll break a hundred without even trying. There are large corporate chains, one-man shows, boutique firms—the list is quite long. And they all advertise 'local tax preparers', even when their corporate office is in Kansas or New Jersey. So, how do you pick? How do you determine which firm can provide the best expert tax prep?

Licensing is the first place to start. With us, our preparers are fully licensed and experienced to prepare all types of income tax returns. It may surprise you how many income tax preparers are not licensed, and how the licensing and competency testing actually works. To learn more about it, check out our article discussing the difference in professional licensing in our industry.

The reality of most tax offices is that tax software does most of the heavy lifting these days. The big guys use impressive software with almost entirely unlicensed, unqualified preparers. Consequently, that amazing software with its easy-to-follow prompts and reminders allows even inexperienced, unlicensed preparers to essentially act as data entry clerks.

With years of experience, our team will perfectly handle any and all of your tax and accounting needs.

You Need More Than Data Entry

A licensed, experienced professional provides more than merely data entry. Certainly, we have the great software, too, just like the big guys, but ours comes without the beginner's prompts. The key difference between us and the simple tax office is our experience and ability to provide valuable insights. Holding the right certifications means we know how to keep you compliant and maximize every deduction and credit.

As a fully licensed and insured firm, you can trust us to handle your taxes correctly and with an eye for maximizing your refund. Furthermore, we won't just look at the return we are preparing. We'll take the time to discuss your next year's tax situation to help you plan for success, and we're always willing to look back at your prior years as well to review for accuracy any anything that may have been missed.

Maximize every deduction

Our local tax preparers are experts in their fields and can help you maximize every tax deduction by taking advantage of every available resource the current tax code allows. Often referred to as 'loopholes', our team will have the necessary conversations with you to make sure we have all the facts about your unique situation and can best take advantage of every tax credit and deduction available to you.

Expert Tax Prep & Tax Planning

We're more than just basic preparers, we're tax specialists, and there is a big difference. Tax preparers know data entry, whereas tax specialists actually understand tax prep and what the computer does with those numbers and why. It is in understanding the 'why' that we can help you plan for better tax results. Everything from simple suggestions to detailed tax planning, our tax pros will help make sure you maximize your refund every year, every time, with the same affordable, expert tax prep you deserve.

Expert Tax Prep & Tax Planning

Keep It Simple

Tax prep doesn't have to be stressful. Whether you expect to owe or receive a refund our local tax preparers will keep your tax prep as simple as showing up to your appointment. Or if you don't even want to come in, our firm offers remote appointments where you can securely upload your documents and meet with our experts remotely. Convenience and simplicity are very important to us.

Know We Will Be There For You

Open year-round, we won't abandon you after tax prep. Even when everything is prepared correctly, IRS letters can be inevitable. Whether it is a simple identity verification or a more serious inquiry, our local tax preparers are properly licensed and experienced to handle any issues you may have with the IRS or state department.

Next Steps...

Now that you have an idea of what we do, do you maybe have some questions? Check out our frequently asked questions to learn more or Contact Us Today!

Frequently Asked Questions

All 'Expert Tax Prep' is Not the Same

Tax prep isn't always the same. A basic preparer holds what is called a PTIN, a Preparer's Tax Identification Number, which requires no testing or continuing education. A simple background check and small fee earns any person a PTIN. There are no educational requirements, nor testing to prove competency in taxation.

All preparers hold PTINs, even CPAs and EAs. It is the basic first step required of all preparers to prepare and sign tax returns. But beyond a PTIN there are three professional licenses that demonstrate competency and allow us to prepare more than just individual tax returns.

Holders of PTINs alone are not allowed to prepare anything beyond a form 1040, excluding them from corporate and partnership returns and more. Additionally, PTIN only holders cannot represent you before the IRS, even if they prepared the return.

Before letting someone prepare your taxes, take the time to ask a few questions:

What professional license(s) do you hold, and are you able to represent me in any IRS problems that may arise from your services?
How many returns to you prepare annually?
Do you sign the returns you prepare?

Ultimately, you need more than a data entry clerk. Finding a tax office to put your numbers in the right place isn't enough. That's why we put so much emphasis on what we provide beyond simply expert tax prep. Our greatest value is in our ability to help evaluate and plan. Our pros will assess your overall tax situation and make recommendation.

Azalea City's partners Ken and Christopher are your experts for all your tax, accounting, and consulting needs.

Professional. Affordable. Your #1 trusted local tax professionals.