Personal Tax Preparation Services in Tampa & Oldsmar in Florida
Hire a professional and take the stressout of taxes.
Hire a professional and take the stress out of taxes.
Hire a professional and take the stress out of taxes.
Personal Tax Preparation Services
Your Source for Trusted Personal Accounting and Tax Preparation
As your trusted advisors, we evaluate your tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.
It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take.
Personal Tax Preparation Services
- Prepare accurate tax returns that are filed on time
- Calculate estimated taxes for self-employed small business owners
- Develop tax planning strategies that reflect individual financial goals
- Electronic filing and direct deposit for a faster tax refund
- File extensions and calculate the estimated tax to eliminate/avoid interest and penalties
Stress-Free Tax Filing in Tampa & Oldsmar in Florida
Are you not looking forward to tax time anymore? The Lion Tax and Accounting Group LLC is here to help you out! People and families in Tampa & Oldsmar in Florida, have been coming to us for help with their taxes for more than 20 years. Our professional and helpful staff is committed to providing personalized service and ensuring you get the best tax return results.
Accurate and Efficient Tax Preparation
We understand that your time is valuable. That's why we handle every aspect of your tax preparation accurately and efficiently. We'll take care of everything from gathering your documents to filing your return electronically, so you don't have to stress. We'll even help you identify potential deductions and credits you might have missed, putting more money back in your pocket!
Personalized Service with a Smile
At Lion Tax, we believe in building solid relationships with our clients. We take the time to understand your unique financial situation and answer any questions you may have. We aim to make the tax preparation process as smooth and stress-free as possible. We're not just number crunchers but your partners in achieving financial peace of mind.
Beyond Tax Preparation: Year-Round Support
Our commitment to our clients extends beyond tax season. We offer a range of services to help you manage your finances throughout the year, including:
- Tax planning: We'll work with you to develop a personalized tax strategy that minimizes your tax liability and helps you achieve your financial goals.
- Financial advice: Need help with budgeting, retirement planning, or other financial matters? We're here to provide expert guidance.
Your Trusted Partner in Tampa & Oldsmar in Florida
When you choose Lion Tax and Accounting Group, you choose a team of experienced professionals passionate about helping you succeed. We're proud to be a part of the Tampa & Oldsmar community and are committed to providing our neighbours with the highest service and support. Contact us today for a free consultation, and let us take the stress out of tax season!
Taxes. Just the word can evoke a range of emotions, from mild apprehension to full-blown panic. We get it. At Lion Tax and Accounting Group LLC, we understand that taxes can be complex, confusing, and downright overwhelming. That's why we're here to take the burden off your shoulders and guide you through the process with expertise and personalized care. Your mind may be telling you, "I can do my taxes myself." You might be able to. But are you sure you're taking advantage of every possible deduction and credit? Are you confident you're staying compliant with the ever-changing tax laws? Are you spending countless hours trying to decipher complicated forms and regulations? Your time is valuable. Let us handle the intricacies of tax preparation so you can focus on what matters most – your family, career, and peace of mind.
Beyond the Numbers: What Sets Us Apart
Sure, we're experts in tax preparation. We do wonderful work and know everything there is to know about the tax codes. Sure, we can do math, but we can do much more. We think it's essential to get to know our clients. We pay attention to your wants and goals because we know your financial situation is unique. We're not just doing your taxes; we're also giving you personalized help and advice at every step of the way.
Our Comprehensive Approach
Our personal tax preparation services go beyond simply filling out forms. We take a holistic approach, looking at your entire financial picture to identify opportunities for tax savings and optimization. Here's what you can expect when you choose Lion Tax:
- Personalized Consultation: We start with a comprehensive consultation to understand your individual circumstances, income sources, deductions, and credits. This allows us to tailor our services to your specific needs.
- Thorough Review: We meticulously review all your financial documents to ensure accuracy and identify any potential issues or red flags. We leave no stone unturned in our quest to minimize your tax liability.
- Deduction and Credit Optimization: We're experts at identifying all the deductions and credits you're eligible for, ensuring you keep more of your hard-earned money. We stay up-to-date on the latest tax laws and regulations to maximize your tax benefits.
- Accurate Filing: We prepare and file your tax returns accurately and on time, minimizing the risk of errors and penalties. We handle all the paperwork and communication with the IRS, so you don't have to.
- Year-Round Support: We're not just here during tax season. We provide ongoing support and guidance throughout the year, answering your tax questions and helping you make informed financial decisions.
- Proactive Tax Planning: We don't just look at the past; we look to the future. We can help you develop a proactive tax plan to minimize your tax liability in the years to come.
The Lion Tax Advantage
What truly sets Lion Tax apart is our commitment to client satisfaction. We're not just accountants; we're trusted advisors. We believe in building long-term relationships with our clients providing personalized attention and support. We're passionate about helping you achieve your financial goals, and we'll go the extra mile to ensure your success.
Don't Leave Money on the Table
Taxes are a significant aspect of your financial life. Don't risk losing money by attempting to understand the complexity of the tax system on your own. Allow the professionals at Lion Tax and Accounting Group LLC to handle your tax preparation so you can concentrate on what matters most. We'll help you reduce your tax liability, optimize your deductions and credits, and stay in compliance with the law.
Ready to Experience the Difference?
Contact us now for a free consultation. Let us show you how we can make tax season less stressful and help you reach your financial objectives. We are sure that you will be amazed by our knowledge, our personalized service, and our dedication to your success. Do not put off thinking about taxes until April 15th. Start making plans now! We're excited to hear from you.
Personal Tax Preparation FAQ
1. What types of personal tax returns do you prepare?
We handle all types of personal tax returns, including Form 1040, state income tax returns, and any necessary schedules. Whether you're a single filer, married filing jointly, or have a more complex tax situation, we can help. We also assist with returns for dependents, seniors, and those with investment income or self-employment income. No matter your needs, we're here to ensure your return is accurate and filed on time.
2. How much do your tax preparation services cost?
Our fees for tax preparation services vary depending on the complexity of your return. We offer competitive rates and are always upfront about our pricing. During your free consultation, we'll discuss your specific needs and provide you with a clear estimate of the cost. We believe in transparent pricing and want to ensure you understand the value you're receiving for our services.
3. What if I get audited by the IRS?
While we take every precaution to ensure your tax return is accurate, audits can still happen. If you do get audited, we'll be there to support you throughout the process. We can help you gather the necessary documentation and represent you before the IRS. Our goal is to minimize any stress or anxiety associated with an audit and ensure you receive a fair outcome.
4. What documents do I need to bring?
This will vary depending on your individual situation, but generally, you'll need your W-2s, 1099s, receipts for deductions, and any other relevant financial documents. We'll provide you with a detailed checklist during your consultation.
5. How much does it cost?
Our fees are based on the complexity of your tax return. We'll provide you with a transparent pricing structure upfront, so there are no surprises.
6. What if I get audited?
We'll be with you every step of the way. We'll help you get the paperwork you need and, if necessary, stand in your place in front of the IRS.
7. What documents do I need for personal tax preparation?
A successful tax season starts with organization. Gather all income-related documents like W-2s from employers, 1099s for freelance work, interest, dividends, or other earnings, and self-employment income records. For deductions and credits, collect receipts for charitable donations, medical expenses, property taxes, mortgage interest, student loan interest, and business expenses (if applicable). If claiming dependents, have their Social Security numbers and dates of birth ready. Organizing these beforehand makes the process much smoother. Consider a dedicated folder or tax software to categorize everything. Remember, the more organized you are, the less stressful tax season will be.
8. What's the difference between the standard deduction and itemizing?
The standard deduction is a fixed amount the IRS allows you to deduct from your adjusted gross income (AGI), simplifying taxes for many. Itemizing deductions means listing eligible expenses like medical expenses, state and local taxes, charitable contributions, and mortgage interest. You itemize only if your total itemized deductions exceed the standard deduction for your filing status. Choosing depends on your finances. If your expenses are high, itemizing might be better. For many, the standard deduction is simpler and often more advantageous. Calculate both to see which lowers your tax liability.
9. What are some common tax deductions I should be aware of?
Many miss out on deductions due to lack of awareness. Common deductions include medical expenses (above a percentage of your AGI), state and local taxes (SALT), charitable contributions, mortgage interest, student loan interest, and business expenses (if self-employed). Keep accurate records of these expenses all year. There are also deductions for education (tuition, fees) and job-related expenses. Tax laws change, so stay informed about the latest regulations.