Business Details
Your Trusted Tax Preparation Partner in Augusta
Founded in the early 1960s, we have served the Augusta, Georgia community for over 50 years as a trusted financial services provider. Our commitment to excellence began with the creation of TaxSlayer Pro software, now used globally by tax professionals. We offer comprehensive tax preparation, financial planning, insurance services, and mortgage solutions, combining industry-leading technology with personalized client care. Our team of licensed and certified Enrolled Agents ensures accurate filings and maximizes deductions while safeguarding client information. We empower clients through customized financial consultation and maintain secure document storage for long-term tax planning.With 16 convenient locations, we provide accessible expertise to individuals and families seeking reliable tax and financial services. Our innovative approach includes free e-filing, refund advance options, and educational resources to help clients understand their financial health. We prioritize building lasting relationships and delivering value through transparent processes and professional service. Our decades of experience and continuous study of tax code changes position us to serve clients effectively. We remain dedicated to simplifying complex financial matters and helping clients achieve their financial goals.
Services
Tax Preparation
E-Filing
Refund Advance
Insurance Services
Financial Planning
Highlights and features
- We have over 50 years of experience in tax and financial services.
- Our team consists of licensed and certified Enrolled Agents (EAs).
- We offer guaranteed accuracy and maximum deductions.
- We provide free e-filing and secure document storage.
- We empower clients with personalized financial consultation.
Associations and certifications
- IRS e-file Provider
Services
Tax Preparation
Our professional tax preparation service ensures accurate filings while maximizing deductions. Certified Enrolled Agents handle complex returns for individuals and businesses. We use TaxSlayer Pro software to guarantee precision and compliance with current tax codes.
E-Filing
We offer free IRS-authorized e-filing for federal and state returns. This secure process reduces errors by 99% and provides 48-hour confirmation of successful submission to the IRS.
Refund Advance
Qualified clients can receive up to $6,000 of their refund within hours through our Refund Advance program. Fees are automatically deducted from the total refund amount.
Insurance Services
We provide comprehensive insurance solutions including life, health, property, and casualty coverage. Our experts help clients select policies that align with their financial goals and risk management needs.
Financial Planning
Our financial planning services help clients understand their financial health and create long-term strategies. We offer personalized consultation for tax-efficient wealth management and retirement planning.
Questions
What documents should I bring to my tax appointment?
Bring your Social Security card, driver's license, dependents' documents, health insurance proof, W-2 forms, and last year's return if available.
How does the e-filing process work?
We prepare your return, you sign electronically, and we transmit it to the IRS. You'll receive confirmation within 48 hours.
What is a Refund Advance?
A Refund Advance allows qualified taxpayers to receive up to $6,000 of their refund within hours, with fees deducted directly from the refund.
How long does it take to receive my refund?
Refunds typically arrive in 3-4 weeks, or faster with direct deposit options like ERC or ERD.
Do you offer state tax filing services?
Yes, we e-file state returns for Georgia, South Carolina, and most other states through the Federal/State e-file program.
