In-Person Tax Preparation Services

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.