"We are always there for you" - Riccardelli Accounting
Who We Are
Advanced Tax Solutions is a premier tax preparation and consulting firm dedicated to empowering individuals and small businesses to navigate the complex world of income taxes. Founded by experienced CPA Shanna David, our team of skilled professionals has over a decade of expertise in helping clients maximize their returns and achieve optimal financial health. We prioritize personalized service, responsiveness, and transparency to build lasting relationships with our clients.
Our Team
At Advanced Tax Solutions, we believe in the power of a dedicated team to guide our clients through their tax journey. Our team members are:
- Shanna David, CPA: Founder and Principal, with over 10 years of tax expertise.
- Lindsey Cowley, CPA: Tax Planning and Consulting Specialist.
- Sarah Leavitt-Kingston, CPA: Tax Strategist and Compliance Specialist.
- John Fontenot: Enrolled Agent and Tax Resolution Specialist.
- Marco Alfaro: Operations Manager, ensuring a seamless client experience.
Our Services
We offer a comprehensive array of services to cater to your individual needs:
For Individuals
- Tax Preparation & Filing
- Tax Planning & Consulting
- Estimated Tax Payments
- Refund & Credit Assistance
- Tax Resolution & Audits
For Businesses
- Business Tax Preparation & Filing
- Tax Strategy & Planning
- Payroll & Compensation Consulting
- Sales Tax Compliance & Reporting
- Corporate & Partnership Tax Services
Client Portal & Resources
We value transparency and convenience. Our secure online portal allows you to:
- Upload confidential tax documents
- Track your tax documents status
- Review your tax return before submission
- Make secure electronic payments
Our Commitment
At Advanced Tax Solutions, we are committed to:
- Professionalism: Upholding the highest ethical standards and confidentiality.
- Responsiveness: Providing timely and personalized communication throughout the process.
- Quality: Delivering accurate and efficient tax solutions tailored to your situation.
Get Started Today
Contact us today to schedule a consultation and discover how Advanced Tax Solutions can help you achieve peace of mind and optimize your tax planning.
Overwhelmingly Positive Reviews
The reviews for Advanced Tax Solutions are overwhelmingly positive, with all 15 reviews giving a 5-star rating. The reviewers praise the professionalism, thoroughness, and friendliness of the staff, particularly Randal Brunson and Shanna.
Key Taking Away Points
Many reviewers mention the ease of working with Shanna, with several describing her as "amazing" and "super easy going". Several reviewers also mention the expertise of Shanna in helping them with complex tax situations, including small businesses and tax deductions.
Specific Stories of Excellent Service
Rebecca Puff shares that Shanna was "so friendly and professional" and helped her with her small business taxes, providing great advice on deductions. Khari Harper had a last-minute tax emergency and Shanna took the time to work with her and file her taxes on time. Yolanda W. appreciated the understanding and solutions she received, helping her feel more confident in her tax situation.
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