Expert Tax Prep by Local Tax Professionals

Choosing the Right Tax Office: What Sets Us Apart

Tax offices are abundant in our city—if you start counting, you’ll easily find over a hundred. From large corporate chains and solo practitioners to boutique firms, the options are vast. Many advertise "local tax preparers," even if their headquarters are in Kansas or New Jersey. So, how do you pick the right one? How do you determine which firm offers the best expert tax preparation?

Start with licensing. At Azalea City Tax & Accounting, our preparers are fully licensed and experienced in handling all types of income tax returns. You might be surprised to learn how many tax preparers lack proper licensing, and how the licensing and competency testing actually work. To understand this better, check out our article discussing the differences in professional licensing within our industry.

The reality for most tax offices is that tax software does the heavy lifting these days. Large firms rely on sophisticated software, often staffed by unlicensed and unqualified preparers. This software, with its intuitive prompts and reminders, allows even inexperienced preparers to function as little more than data entry clerks. Consequently, these individuals lack the expertise to make recommendations and offer more than just tax preparation, such as tax planning and audit support.

Choose a firm where expertise and personal service matter. Choose Azalea City Tax & Accounting. We're here to help with:

Individual & Business Tax Prep
Tax Planning
IRS and State Tax Audits
And more!

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 much more than mere data entry. Sure, we have great software too, just like the big firms, but ours operates without the beginner's prompts. The key difference between us and a basic tax office is our expertise and our ability to provide valuable insights. With the right certifications, we know how to keep you compliant while maximizing every deduction and credit.

As a fully licensed and insured firm, you can trust us to handle your taxes accurately and maximize your refund. Moreover, we won't just focus on the return we're preparing—we'll also discuss your tax situation for the upcoming year to help you plan for success. Plus, we're always willing to review your past returns to ensure accuracy and catch anything that may have been missed.

Maximize every deduction

Our local tax preparers are experts in their field and can help you maximize every deduction by leveraging all available resources in the current tax code. Often referred to as 'loopholes,' our team will engage in detailed conversations with you to fully understand your unique situation, ensuring we 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's a big difference. While tax preparers focus on data entry, tax specialists understand the intricacies of tax prep and what the computer does with those numbers and why. By understanding the 'why,' we can help you plan for better tax results. From simple suggestions to detailed tax planning, our experts ensure you maximize your refund every year with the affordable, professional service 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 make the process as simple as showing up for your appointment. If you prefer, we offer remote appointments where you can securely upload your documents and meet with our experts online. Convenience and simplicity are our top priorities.

Year-Round Support You Can Rely On

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

Next Steps...

Ready to learn more about how we can help you? Have questions about our services? Explore our frequently asked questions for more information or get in touch with 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.