Tax Services

Tax Services You Can Trust

With Decades of experience, we understand what you're going through and how to help

At Trusted Tax & Accounting Services, P.C., we offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and businesses, from managing sales tax compliance to business and estate tax planning to the preparation of personal and corporate returns to effective representation before taxation authorities. We take an active approach to all aspects of taxation –our seasoned staff monitors compliance to avoid surprises at tax time, and stays current with changes in tax law to identify the tax planning implications, allowing us to proactively apply updated strategies to minimize our clients’ tax liability and maximize their financial growth.
At Trusted Tax & Accounting Services, P.C., we specialize in accurate, quick, and painless preparation of your personal income taxes, offering sensible assistance at reasonable rates. Our knowledgeable and experienced tax professionals ensure that you receive all the deductions to which you are entitled, and speed your refund by filing your return electronically with the IRS and state tax authorities. In addition, we are available year-round to provide valuable assistance with tax planning, helping you minimize your tax liability and avoid surprises during the tax season.

Whatever your Tax Services Needs are, we're the team for You

Comprehensive Tax Advice

Every financial decision you make, whether in your personal life or for your business, can have tax implications. At Trusted Tax & Accounting Services, P.C., we believe that providing effective tax services goes beyond simple tax return preparation to comprehensive tax planning, to help you assess and manage the impact your financial decisions have on your taxes and your larger financial picture. Our tax professionals not only accurately prepare returns for all types of entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations, but, as your trusted advisor, we can assess the tax implications of your financial decisions, formulate a tax strategy to minimize your liability, and proactively monitor significant changes to both tax law and to your finances to help you stay on track.

Expert Tax Preparation

Preparing your own tax return can be confusing, frustrating, and costly, as constantly-changing tax laws can perplex even the savviest taxpayer, and money-saving deductions and credits can easily be overlooked. An experienced tax professional can save time, stress, and money…that’s why a study released by the US government last year revealed that most taxpayers feel they benefit from using a professional tax preparer. At Trusted Tax & Accounting Services, P.C., our tax experts put their knowledge and experience to work for you – they know the tax code and constantly study changes in tax policy to understand how those changes affect you, and they will accurately prepare your return to take advantage of all of the deductions and credits to which you are entitled.

Tax Problem Resolution Specialist

Tax problems don’t go away by themselves – they just get worse and worse, not only as penalties and interest mount up, but also from the stress that dealing with the IRS and other tax authorities can cause. If you are facing tax difficulties, let us help you to resolve them. At Trusted Tax & Accounting Services, P.C., our knowledgeable and experienced tax professionals will provide a realistic and confidential assessment of your position and your options, work with you to develop an achievable plan to resolve your tax problems, and are experienced in negotiating Offers in Compromise with the IRS on your behalf. We’re quick, efficient, affordable, and discreet. Let us help you to resolve your tax problems, put an end to the stress they cause, and regain your peace of mind.

Corporate Taxes

At Trusted Tax & Accounting Services, P.C., careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes, and we strive to minimize your tax liability to improve your profitability. Whether you are a large firm or small, established business or start-up venture, we have the knowledge and experience to offer expert tax preparation services and to help you to find the best possible strategies for reducing your tax liability within the limits of the law.

Tax Advisory Services

Trusted Tax & Accounting Services, P.C. is committed to providing high-quality tax advisory services for businesses and non-profit organizations, encompassing proactive tax analysis, creative, year-round tax planning, and expert return preparation. Our experts focus on your particular needs and goals, identifying the most beneficial tax strategy for your organization and helping you to devise an overall plan to maximize your tax savings and minimize your tax liabilities, both now and in the future.

Small Business Tax Specialists

At Trusted Tax & Accounting Services, P.C., we focus on meeting the special tax needs of small businesses, from planning to filing, from quarterly payroll and sales tax filings though year-end taxes. Our experts have the experience to help you navigate the often confusing small business tax landscape, and the knowledge to guide you to take advantage of the most current developments in the tax laws to develop an overall tax strategy to help you minimize your tax liability.

What Are Customers Are Saying...

Matthew Palmer
Matthew Palmer
2021-06-09
I just got off a call with Lisa. Outstanding experience! I had several questions weighing heavily on me and she explained things in a very simple way for me to understand. I now know the actions I need to take and it feels great!
nicholas wilburn
nicholas wilburn
2021-03-29
Lisa got me more money back after looked into and redid what my old cpa filed
Amanda Sedlacek
Amanda Sedlacek
2021-02-22
I hate taxes, but love working with Lisa. I'll never go to another CPA. NEVER!
28elkhntr
28elkhntr
2021-02-13
Exceptional customer service combined with the knowledge necessary to complete and file taxes for anyone.
Mark Prochaska
Mark Prochaska
2021-02-01
Rick E
Rick E
2020-10-04
Amber R.
Amber R.
2020-03-04
Lisa & her staff are amazing! She’s incredibly knowledgeable and helped our small business get our QuickBooks in order. She took the time to explain what she was doing, helped me get everything set up the right way, and she talked to me in a way that made the accounting understandable. So glad I found them!
Jamie Barten
Jamie Barten
2020-03-01
I have gone to Lisa for both my 2018 and 2019 taxes. Our first year working together was a bit rocky for various reasons (some of those reasons were completely my fault), but Lisa handled the situation very well. I decided to return to her for 2019 and she went above and beyond to show how much she genuinely cares about what she does. She is very knowledgable and an extremely hard worker. I 100% recommend Trusted Tax and Accounting to anyone and everyone. There is a huge difference between someone who does a job for a paycheck and someone who does a job because they enjoy doing it. Lisa clearly enjoys what she does!
kathy Scheer
kathy Scheer
2020-02-19
I had my taxes done yesterday by Lisa. Wow, she is amazing! She is very knowledgeable. She ended up saving me a lot of money. Her staff is very friendly and accommodating. I would definitely recommend Lisa.
Mark Weeks
Mark Weeks
2020-01-02
I was with them for over a year and the work was decent, other than some minor clerical errors. What drove me away was the constant lack of communication. It got worse the longer I was with them. As a business owner communication is of the most importance to me and that’s where they fall short. I would also recommend using your own quickbooks subscription since removing Lisa as master admin and switching the subscription is surprisingly difficult if you ever chose to do so.

Tax Planning and Return Preparation

Our experienced, insightful staff believes that providing effective tax services to individual clients involves more than simple tax return preparation. At Trusted Tax & Accounting Services, P.C., the core of our firm’s philosophy is that planning is the key to an individual’s overall financial health, and we believe that staying on track with a strong, comprehensive plan is the best way to minimize your taxes, manage your finances, maximize your assets, and achieve your goals. We don’t just prepare your tax return…we can help you to develop a solid, sensible plan that can help you not only with this year’s taxes but also your future expenses, from saving for your children’s educational expenses, to funding your retirement, to protecting your assets and estate.

Contact Trusted Accounting Tax Services Today

Gain peace of mind knowing your tax needs will be in the right hands