In-Person Tax Preparation Services

Looking for reliable tax preparation services near you?

With Sun Loan’s professional tax preparers, you can confidently file your taxes and get the maximum refund you deserve. We make tax season easier with personalized assistance and expert guidance.

Our tax experts ensure you get every deduction and credit you’re entitled to.

Learn Why Customers Trust Sun Loan During Tax Season

Meagan Evans

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If you’re looking to file taxes quickly and efficiently, I highly recommend Sun Loan Co. in Rolla!!! I was extremely pleased with Pam’s customer service and professionalism. 5 ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ for me!!!

Pete Carreon

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Ruben Gallegos did an awesome job preparing my taxes. I would definitely recommend him to my friends.

Kelley Pedranti

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Cheyanne and tammy where just do amazing and explained everything to me about my taxes they are both sweet and great workers

larry cantu

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Quick tax process with Lindsey

Kaitlyn Pigg

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Julie was fabulous. Very knowledgeable and helpful. She does taxes so quick!

Our In-Person Tax Preparation Services

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Our In-Person Tax Preparation Services

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.

Federal tax returns

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.

State tax returns

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.

How to File In-Person with Sun Loan

Ready to file? Follow these four simple steps to get your taxes done right with Sun Loan.

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1. Gather your documents

Bring your W-2s, photo ID, Social Security card, and any 1099 forms – we’ll let you know if additional documents are needed for your specific situation.

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2. Meet with a tax professional

Sit down with one of our experienced tax preparers. They’ll review your documents and find every possible deduction to maximize your refund. Stop by anytime — no appointment required!

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3. Review and sign

Look over your completed returns with your tax preparer and get answers to any questions. We’ll submit everything electronically for the fastest possible refund.

Can’t Wait for Your 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 Services FAQs

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:

  • Expert tax knowledge: We stay up to date with all tax law changes so you don’t have to learn complicated tax rules.
  • Bigger refunds: We know how to find tax breaks that most people miss when filing by themselves.
  • Save time: Skip the headache of doing taxes yourself, and let us handle all the paperwork for you.
  • Help all year: Have tax questions after filing? We’re here to help, even after tax season ends.
  • Smart planning: We’ll give you simple tips to help save money on next year’s taxes.

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.

Ready to file?

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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.