When it comes to personal tax preparation services, experience and trust matter. That’s why thousands of customers choose Sun Loan year after year.
Find professional tax services right in your neighborhood.
Get one-on-one support from tax experts who take the time to understand your unique situation.
Our tax experts ensure you get every deduction and credit you’re entitled to.
Affordable and transparent pricing and no hidden charges.
Our comprehensive tax return preparation services cover everything you need to file with confidence. Whether you’re filing a simple return or have complex tax situations, our experts are here to help.
We handle your federal tax return from start to finish, ensuring every deduction is found and forms are filed accurately and on time for the fastest possible refund.
Our tax preparers are well-versed in state-specific regulations and deductions, helping you navigate multi-state filing requirements while maximizing your state tax refund.
Don’t let a delayed refund hold you back. Ask about our Refund Advance service when you file with us. Get access to funds quickly after filing.1 Available January 2, 2025 – March 15, 2025
Tax preparation fees depend on how complex your tax situation is. Basic returns with just W-2 income are typically less expensive than returns that include self-employment income, rental properties, investments, or multiple state filings.
When you choose Sun Loan for your tax preparation, you get much more than just filled-out forms. Our service includes a comprehensive review of your tax situation, where we look for every possible deduction and credit you qualify for.
We handle all the paperwork for both federal and state returns, double-check every calculation, and file everything electronically. You’ll receive copies of all your documents, and we will keep them on file for future reference.
If questions come up after filing, we provide year-round support at no extra charge. Should the IRS have questions about your return, we’ll help explain everything and provide audit assistance.
We also offer tax planning advice to help you make smart financial decisions that could improve your tax situation next season.
Let our tax experts handle the hard work for you. Here’s why thousands of people trust us with their taxes each year:
We know you’re busy, so an appointment isn’t necessary. Simply walk into your local Sun Loan branch with your tax documents, including W-2 forms, Social Security card, and expense receipts for tax deductions. Make sure to bring everything needed to ensure a quick and efficient process.
If we require additional information, we can put your return on hold and complete it once you provide the missing documents.
Yes, working with a professional tax preparer is worth the investment for most people. Tax laws change frequently, and even seemingly simple returns can have complicated parts you might not know about. Our preparers complete yearly training to stay current with tax law changes and new deductions.
They know exactly what documentation the IRS requires and how to properly report different types of income. Professional preparation helps avoid costly mistakes that could trigger audits or cause you to miss valuable deductions.
Many of our clients find that the deductions we discover save them more money than the cost of our service. Plus, having a professional relationship with a tax preparer means you have someone to call if questions come up throughout the year or if you need tax documentation for loans or other purposes.
1. This is a loan and contingent on bank approval. Offer valid 1/2/2025-3/15/2025. Can take up to 24 hours after approval to receive funds.