Find a Tax Advisor near you

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Tax advisors are trained professionals with in-depth knowledge of tax accounting and tax law. Most tax advisors assist their clients in minimizing taxes payable while remaining compliant with state and federal laws in complicated financial situations.

You should hire a tax advisor with the proper credentials and experience for your tax advising needs. A tax advisor specializes in different areas of tax preparation, such as small business taxes, estate taxes, investment taxes, and retirement taxes.

Since 2012, Ageras has helped business owners find the best tax advisor for their needs. Fill out our quick form and let us know how we can help you and your business. Compare 3 quotes from an accountant near you - easy, fast, and 100% free.

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Tax advice for self-employed and business owners

Consultants, freelancers, and small business owners all may have to disburse self-employment taxes. Salaried individuals who are involved in side-hustles might have to pay self-employment taxes as well as the taxes they spend on their salaried income. A corporate tax advisor is the best person to consult if you want a financial overview.

Tax advice for homebuyers and sellers

Selling or buying a home can present an array of tax problems such as capital gains and losses, plus deductions associated with certain expenditures linked to homeownership. A property tax advisor can help maximize your deductions so you get the most out of your return.

Tax advice for selling stocks, company holdings, or other large assets

The exchange or sale of stocks, bonds, securities, or other additional investment is categorized as a capital asset transaction. The terms capital gains tax or capital assets scare lots of individuals, but they aren't all bad. Capital dealings are essentially taxed at a lower rate than ordinary income; however, handling capital transactions can get complex. Advice from a professional on how to navigate your case can help you make the right decisions.

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Prepare Your Tax Return

The tax advisor prepares tax returns for individuals, companies, and organizations under the direction of certified public accountants. Tax advisors also assist accountants in preparing returns for complex businesses, trusts, and nonprofit organizations. Advisors check previous tax returns and financial documents for missing or incomplete information. Advisors use accounting software to prepare tax returns.

Strategic Tax Consultation

Finding a tax advisor who has a good reputation, sticks to the law, and knows the area you need help with is vital. An experienced tax preparer establishes the scope of clients' tax liabilities and their financial affairs through consultation with them. Tax advisors are required to read professional literature or attend seminars and training courses on developments in tax law.

Calculate tax preparation fees

Avoid tax professionals who charge a percentage of your refund or who boast that they can get a higher refund than their competitors. When requesting information about the cost of getting your taxes prepared, keep your social security number, tax documents, or other information safe.

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