TaxRez, LLC
Trusts
Why pick this one
TaxRez prepares personal, business, and trust returns for federal and all 50 states, led by an Enrolled Agent with over 20 years’ experience.
Best for
- Individuals needing personal tax preparation
- Small businesses and entities needing tax preparation
- Trusts requiring tax return preparation
- Taxpayers responding to IRS or state notices
- Taxpayers facing IRS audits or considering an Offer in Compromise
- Clients needing personal or business budgeting guidance
- Clients needing virtual or drop-off tax appointments
Look elsewhere if
- Clients needing trust formation or estate-law services rather than trust tax preparation
Specialties
- Personal tax preparation
- Business and entity tax preparation
- Trust tax preparation
- Federal and state tax preparation for all 50 states
- IRS notice and audit assistance
- Offer in Compromise applications
- IRS payment plans
- Personal and business financial coaching
- Notary services
Certifications
- Enrolled Agent
What makes them different
- Over 20 years of tax-practitioner experience
- Enrolled Agent owner with experience handling federal and state notices
- Tax preparation available for federal returns and all 50 states
- In-office, drop-off, and virtual appointments
- Owner has taught certified tax instructors and preparers as a Master Instructor and District Trainer
- Response time
- Fast tax preparation
Distilled from this business's own website.
Contact & Location
- Address
- 26 W Court St, Marion, NC 28752
- Phone
- +14802789334
- Website
- http://www.taxrez1040.com/
Services
- Tax preparation
- Tax resolution
- Financial coaching
- Notary services