Advocate Tax Worldwide

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Introduction: We are a family business that strives to meet and exceed the expectations of our clients. We have been preparing federal and state income tax returns for individuals and businesses for more than seventeen years. If something in your past has created a tax problem, of any size, we provide tax resolution services . As Enrolled Agents we are federally licensed to represent clients before the IRS and in every state. Taking away the stress of the unknown in the area of taxes is the best part of our work.

Overview

Hired 259 times

5 employees

9 years in business

Payment methods

Cash, Check, Credit card

Top pro status

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Jul - Dec

Jan - Jun

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Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

Great 4.7

123 reviews

5

89%

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3%

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3%

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Read reviews that mention:

Joana N.

Individual Tax Preparation

Christine was very helpful, efficient and patient compared to any tax accountant I've experienced. I've encountered terrible service at H&R block last year and was charged about $400 to do a simple return even though I had several deductions. That H&R block accountant said I would only qualify for the standard when we had several deductions for moving and work expenses. When I first called Christine, I was already skeptical because of my past experiences. Though she was happy to answer all my questions and she definitely didn't make me feel like I had any dumb questions, even though I probably had a few. Christine is not only knowledgable and experienced, she's also very pleasant and straight forward. I always dread doing taxes because I never know what to really expect to get, whether I'd have to pay or if any of the information was inputed incorrectly. Though with Christine, she made me feel comfortable as she explained the steps. She was respectful of my concerns and issues and made the process simple and easy on my part. Id highly recommend her if you want a tax accountant to treat you like a person and not just dollar signs. I will be seeing her next year. And even referred her to my mother in law, who will be seeing her next month! Thanks Christine!

Feb 16, 2015

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Verified

Bekah I.

Business Tax Preparation

2017 was the first year of business for us. We were concerned we had not set up our QuickBooks correctly or set enough aside to pay taxes. We had lots of questions. Christine took the time to answer in detail all our questions and was very detailed about how our business taxes were going to look like. She helped us set up for 2018 tax year! Our time was not just taxes, she cared about where we were coming from; the business, our life, what was next. We would recommend Christine to any family or friend!

Feb 10, 2018

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Verified

Christopher C.

Individual Tax Preparation

Christine was able to expertly navigate my problematic tax situation with ease. Proficient, professional, and efficient are just a few words that I would use to describe the excellent service you can expect from Advocate Tax Worldwide.

Apr 24, 2017

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Verified

Mickey M.

Individual Tax Preparation

Star and Christine were extremely helpful and I am so glad I went to them. They took the time to understand my tax situation, collect the necessary documentation and got me the tax return that I was owed. Do yourself a favor and go to Advocate Tax Worldwide if you have a "non-traditional" tax situation and these folks will take care of you. Looking forward to working with them in the future.

Apr 11, 2017

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Verified

Ryan E.

Individual Tax Preparation

Christine was awesome and very easy to work with. We were looking for a long-term solution to taxes and will definitely come back year after year.

Apr 9, 2017

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Verified

FAQs

What is your typical process for working with a new customer?
When we begin our work with a new client we want to get to know you as a person before we get to know you as a tax return. We will discuss what circumstances lead you to need professional help and guidance. We then evaluate your current understanding of your tax situation and develop a game plan from there, whether it is preparing your current tax return to maximize all of the credits and deductions you are entitled to or digging into the past to clean up old obligations and negotiating with the IRS or state taxing authorities.
What education and/or training do you have that relates to your work?
Christine and Brett are both Enrolled Agents with the Internal Revenue Service. Enrolled agents (EAs) are America's Tax Experts. EAs are the only Federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS. - See more on the National Association of Enrolled Agents' website @ naea.org.
How did you get started doing this type of work?
Christine and Brett have been in the field of tax for over 25 years with more than 17 years dedicated to the preparation and resolution areas of tax. As employees for corporations they learned valuable information, both technical as well how best to service the needs of the tax payer. Through their experiences they determined that there was a large group of tax payers that needed and wanted a more personal approach to taking care of their specific needs.

Advocate Tax Worldwide

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