Find a tax preparation services in Westerville, OH

Find tax preparation services in Westerville, OH

Find tax preparation services in Westerville, OH

Share a few details and we'll show you the best tax preparation services in your area.
Zip code

Find tax preparation services in Westerville, OH

Share a few details and we'll show you the best tax preparation services in your area.
Zip code

Top 10 tax preparation services in Westerville, OH

Clients agree: these providers are highly rated for knowledge, experience, communication, and more.
NLC Financial

NLC Financial

5.0Exceptional(6)
Offers online services
14+ years in business
Serves Westerville, OH
Sarah S. says, "I loved that Nancy was very professional and made me feel at ease!" Read more
Fair Winds Tax And Financial, LLC

Fair Winds Tax And Financial, LLC

5.0(1)
Offers online services
2 hires on Thervo
15+ years in business
Serves Westerville, OH
Melanie B. says, "I cannot begin to explain the positive experience I had with Fair Winds Tax And Financial! I worked with Joshua and he was great! For the last couple of years I worked with an experienced accountant who was close to home. He knew all about my small business which made it easy each year to hand him the needed docs and walk away awaiting completion and the bill. However, this year, having different financial needs, I had to search for services that were less expensive. And, here is how I found Joshua. Joshua was thorough, professional, and timely; yet thoughtful, caring, and sincere. More than I could have ever expected from a tax preparer! Thus, he is much more than that to my family and me than that. Whether you are in the market for a new financial services company, I highly suggest just talking to Fair Winds to see what they can do for you! I can guarantee you won't be sorry you did! Thank you for everything, Joshua!" Read more
Tax World By Tax Bar

Tax World By Tax Bar

4.9Exceptional(14)
Offers online services
4+ years in business
Serves Westerville, OH
Jane says, "Hours. Very knowledgeable. Efficient" Read more
MidOhioCPA

MidOhioCPA

New on Thervo
Offers online services
3 hires on Thervo
8+ years in business
Serves Westerville, OH
We offer no-contact services. We can pick-up documents at your door or we can send an encrypted link for you to send documents electronically. We also are highly successful in negotiating reductions in Tax debt. We love helping taxpayers reduce their tax liability and tax filing stress. We have clients who hadn't filed their taxes in several years before working with us. We are always happy when someone trusts us to get them caught up with their tax filing....
The Tax Professionals, Inc.

The Tax Professionals, Inc.

5.0(1)
Offers online services
7 hires on Thervo
6+ years in business
Serves Westerville, OH
Emily B. says, "She not only took care of my 2019 taxes, but she also restructured my LLC for 2020, gave me advice on how to do my finances, and set me up in QuickBooks. She's my bookkeeper now, and I've never felt so comfortable with my business finances!" Read more

Your tax preparation questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much does tax preparation cost?

Professional tax preparation costs $100 to $500 per return on average, with most individuals spending about $220. While your geographical location may impact the fees, the biggest factors affecting the cost of your tax preparation are the complexity of your tax return and the type of professional you hire. Certified public accountants (CPAs) and tax attorneys typically charge more than Enrolled Agents or non-credentialed seasonal tax professionals.

Is it worth it to pay for tax preparation?

Paying a CPA or tax preparer to do your taxes may be worth it if you have a complex return or have new items or calculations on your taxes that you are not familiar with. If you run a business, buy a house, manage multiple properties, or do anything requiring more than a simple tax return, professional tax preparation can save you time, ensure the return is done correctly, and protect you in the event of an audit or issue.

What is a tax preparer?

A tax preparer is a professional who prepares and files income tax returns for individuals or businesses. While all tax preparers have a preparer tax identification number (PTIN), they have varying levels of education and credentials. The list below includes professionals who can prepare your taxes and represent you in front of the IRS if needed for audits, appeals, or anything related to your return.

  • Enrolled Agent (EA) – An EA is certified by the IRS and can prepare taxes anywhere in the United States.
  • Certified Public Accountant (CPA) – A CPA has education and licensing through the state in which they practice. CPAs
  • Attorney – A licensed tax attorney has passed a state bar exam and earned a law degree. A tax attorney may specialize only in tax preparation or offer several services.

Non-credentialed tax preparers include seasonal tax service employees and the IRS's voluntary Annual Filing Season Program participants. These professionals have a PTIN but may not have formal education or certifications and may not be able to represent you in front of the IRS.

How do I choose the best tax preparation service near me?

When searching for a tax preparation service near you, be sure to:

  • Compare preparation fees from at least three companies that are licensed, bonded, insured, and have been in business 5+ years.
  • Search the IRS's directory for a certified public accountant (CPA) or an Accredited Tax Preparer (ATP).
  • Check their licensing status and look for disciplinary actions against them.
  • Ask for a preparer tax identification number (PTIN).
  • Confirm the tax preparer can represent you for any related audits, payments, or collection issues.
  • Check out their reviews on Thervo and Google.
  • Avoid hiring a tax preparer who bases their fee on the size of your tax refund.
  • Confirm that the tax preparer will sign your return.
  • Never sign a blank tax return.

What questions should I ask when searching for tax preparation?

Asking the right questions can help you choose the best tax preparation service for your needs:

  • Are you licensed and insured?
  • What training and credentials do you have?
  • How long have you been preparing taxes?
  • Do you have a guarantee?
  • Can you represent me in front of the IRS if needed?
  • What kinds of returns can you prepare?
  • Do you file electronically?
  • How soon will I get my refund? 
  • What do I need to bring with me to the appointment?

Reviews for Westerville tax preparation services

Recent success stories from people in the Westerville area.
S.Fleming
Professional,experienced, overall Great Job!
NLC Financial
Ralynn W.
Very Professional, Good communication and I can’t wait to come back again and I I do recommend others to come here to get there’s done also.
Tax World by Tax Bar
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