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Monroe Tax Preparers

Browse these tax preparation services with great ratings from Thumbtack customers in Monroe.

Top Pro
Short Financial Group
4.9
from 36 reviews
  • 5 years in business
  • 53 hires on Thumbtack
  • Top Pro on Thumbtack
Bob G.
Verified review

Adam Short is spectacular! He has deep knowledge of the details of tax preparation, he responds to emails almost immediately, and he's endlessly patient with clients like me who are full of questions. He has very high standards, and doesn't take any short cuts - he makes sure that the tax filing will sail through IRS scrutiny by getting every detail in place. His fees are extremely reasonable; the costs are directly related to how simple or complicated the tax return will be. Overall, it was a total pleasure to work with Adam. I recommend him enthusiastically and without any reservation!

Top Pro
Ragi Riad CPA
5.0
from 32 reviews
  • 14 years in business
  • 33 hires on Thumbtack
  • Top Pro on Thumbtack
Mimi F.
Verified review

I met with Ragi to get a second opinion for my income tax returns. Ragi is extremely professional, knowledgeable, courteous and easy to talk to. His office is very pleasant and inviting. Best of all, he didn't charge me for the nearly two hours of consulting. I highly recommend him for all your tax planning, consulting and compliance needs.

Top Pro
Abacus Accounting Pros
4.7
from 34 reviews
  • 11 years in business
  • 46 hires on Thumbtack
  • Top Pro on Thumbtack
Jan S.
Verified review

I found Spiro on Thumbtack and gave him a call about doing my 2013 taxes. He was polite, met me when I could get away from work near my neighborhood and completed the tax prep in a very timely and professional manner. I'll use Spiro again and have already recommended him to a few of my friends!

Taylor & Morgan CPA PC
5.0
from 18 reviews
  • 36 years in business
  • 42 hires on Thumbtack
Tracey P.
Verified review

Craig provided a prompt and personal tax preparation service and gave me suggestions on how I could save tax. Fees very reasonable.

Top Pro
WELCH CPA, PLLC
5.0
from 14 reviews
  • 3 years in business
  • 14 hires on Thumbtack
  • Top Pro on Thumbtack
Michael H.
Verified review

I've used Ken Welch CPA for all of my tax needs for years and have always been 100 percent satisfied. Very professional and friendly and takes the time to thoroughly explain everything!

Top Pro
  • 12 years in business
  • 30 hires on Thumbtack
  • Top Pro on Thumbtack
April S.
Verified review

Tony was very efficient and timely with my taxes. Tony made sure to get me an appointment and got my taxes done within 24 hours of me contacting him on here! I was beyond grateful especially when every other office would only do tax extensions (which I really did not want to do). My taxes were complicated to me but he was very knowledgeable and knew exactly what to do with ease. I will be happy to give him my business again in the future :-)

Top Pro
  • 2 years in business
  • 10 hires on Thumbtack
  • Top Pro on Thumbtack
Shawn B.
Verified review

Edin was absolutely wonderful! Made the entire tax process pleasant, I had no worries and I got a refund! He is very knowledgeable about tax and finance issues and has always steered me in the right direction in my personal and business finances. I would highly recommend Edin for all of your tax and finance needs.

  • 25 years in business
Shery R.
Verified review

I have been going to Godwin for my taxes for years. He not only specializes in local and federal taxes, but also is an expert in advising expatriates living overseas on their tax liabilities. Godwin's professionalism and quick turnaround are the very reasons I am a loyal client of Allied Tax & Accounting Consultants.

Numbers 2 Numbers Inc.
5.0
from 4 reviews
    CR A.
    Verified review

    I cannot say enough wonderful things about Numbers 2 Numbers! Sharen has been doing my taxes since 1997. She is fast, professional, and looks out for me to get back every dollar that I am due. I have recommended her to family and friends who have also used her services and been extremely thankful to me for the recommendation!! What I like most is her integrity. She is very honest and she gives me all of the information that I need so I can make informed decisions- not just the current year, but in the future so I am able to plan into next year, She even remembers to ask me questions that I had not even considered. You will not regret using Numbers 2 Numbers.

    Moore & Moore CPA's
    5.0
    from 4 reviews
    • 58 years in business
    • 5 hires on Thumbtack
    Michael B.
    Verified review

    Very helpful, took time to meet with me and help me know what I need to do with my personal and business to help my tax return be as much as it can be. Will be using Heath as my CPA from now on.

    • 4 hires on Thumbtack
    Masoom V.
    Verified review

    Sanketh was very detailed and made sure I get answers to all my questions. He is very professional and higly experienced in tax law. I would highly recommend him to anyone looking for tax consultant in NC and SC.

    • 8 years in business
    Robert B.
    Verified review

    Mrs. Brown-Cayruth has been doing my taxes for years as well as the bookkeeping for my construction business. She makes sure all of my financial paperwork is in order and that I have my taxes completed promptly. She definitely goes above and beyond for my company.

    Alexandra Christie
    5.0
    from 2 reviews
    • 1 hire on Thumbtack
    Annie F.
    Verified review

    We have been working with Lexie for a very long time. She’s helped us navigate through very complicated business tax issues, as well as our personal taxes, in a very knowledgeable and professional manner. Even is she was not sure about something, she’d go the extra mile to research it.

    • 20 years in business
    Joshua C.
    Verified review

    I started a rental property business back in 2011 and hadn’t filed tax returns on my income since starting out. An IRS agent gave me a visit in June 2017 and served a one-month notice to pay back taxes totaling more than $30,000. I was completely horrified and called a bunch of tax consultancies. I got a reply from Legacy and they offered to go over the records of my business. I hadn’t really maintained any accounts, but did have the bank statements detailing the receipt of rent and expenses. They helped prepare a record of accounts for me and filed it with the IRS. The firm negotiated with the IRS and managed to get the taxes reduced to half of the tax estimate and put me on a monthly payment plan. I will be finished with the payments next month. I also used their firm to file taxes for this year. They are a good, reliable service and I am quite relieved to be done with my back taxes.

    L & M Tax Plus
    5.0
    from 1 review
    • 7 years in business
    Manita H.
    Verified review

    I've been with L&M tax plus for years now and I love the service and I wouldn't trust anyone else with my tax needs ! If your looking for a tax service I highly recommend them !

    About

    We are a CPA public accounting firm. Our firm is providing various services like accounting, taxation (income tax, sales tax and payroll tax), compilation, internal and external auditing, business set-up and development and accounting-related services.

    About

    Professional tax preparation, as well as representation services, is performed by an enrolled agent. I am licensed through the U.S. Department of Treasury.

    About

    I provide tax preparation, financial statements, bookkeeping, schedules, payrolls, and more. My focus is to help generate your small business to keep everything in flowing position; this is to make it more productive and captivating.

    About

    http://maxwelllegal.com/2010%20Income%20Tax.pdf

    • 10 years in business
    About

    We understand the difficulty that individuals and their families face when seeking resolution to their tax issues. Dealing with even the threat of wage garnishments, bank levy or even IRS seizures can take a toll on your health and well being. We don’t want our clients financial futures to suffer and dedicate ourselves to not only solving their currently problems but preventing others in the future. We represent our clients and fight to enforce their rights with the IRS, so they that don’t have to. We are here to insure that you get not only fairness when dealing with the IRS, but also the peace of mind that your financial security is in good hands so that you can live again. With Taxation Solutions you are not simply a client, but a taxpayer who needs a trusted friend to deal with the IRS.

    About

    We provide full line of tax preparation services to individuals and businesses. We include direct e-filing of both federal and state returns. We also offer audit representation services, accounting and bookkeeping services and advice for business set up. Our staff is fully trained and experienced in handling all tax and related issues. We believe in customer service, professionalism and confidentiality. Rates listed below are not hourly but are low too high for individual return preparation and filing. We always provide the exact fee to a client before doing any work. We provide free initial consultation with all clients. Other service prices are quoted based on specific work to be performed.

    Q & A

    Answers to commonly asked questions from the experts on Thumbtack.

    Who can file my taxes?

    Any individual with a preparer tax identification number (PTIN) is eligible to file your income taxes on your behalf. However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis. Consider the complexity of your tax return and what level of expertise you’ll require. Before entrusting someone with your private financial and personal information, do some research on their qualifications. The IRS has a searchable database where you can verify the background and credentials of your income tax preparation professional. Once you have selected someone, ask about their service fees and confirm their availability. Then provide them with all the documentation they require, including W-2s, 1099s and more. Always ask to review the paperwork before it is submitted, and never sign a blank tax return.

    How much does it cost to get taxes done?

    Hiring a professional to help with income tax preparation can be priceless. Pro help can mean no mistakes and a maximized tax return. The cost to get your income taxes done depends on the professional you hire. Tax attorneys or in-demand CPAs will often have the highest rates for their services. Next in the pricing tier are enrolled agents, who will usually have higher rates than individuals solely working with a preparer tax identification number (PTIN). Nationally, the average cost of income tax preparation ranges from $150 to $190. Income tax preparation prices can also vary based on where you live and the complexity of your tax returns. Here are some examples of average income tax preparation prices from an enrolled agent:  

    • Taxpayers filing only a W-2 tax form: $50.
    • Taxpayers filing a W-2 along with additional tax forms such 1099-INT and 1098-E: $150.
    • Taxpayers with several tax forms and one or two additional considerations such as a rental property, investment transactions, K-1 income, 1099-MISC or a simple small business: $225.
    • Taxpayers with multiple activities (rentals, K-1 income, small business, etc.), several stock transactions and more: $395.

    Nationally, the average hourly rate nationally for a tax prep professional ranges between $150 and $450.  

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