Tax Preparers in TV Area?

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Old 02-22-2010, 06:41 PM
ripwho ripwho is offline
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Default Tax Preparers in TV Area?

Looking for a solid recommendation, on a tax preparer in the Villages (or close by).. Moved in last december from NYS, bought house, retired, cashed some stock, etc... need Fed and NYS tax forms done! Thanks..
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Old 02-22-2010, 07:18 PM
jazzy48 jazzy48 is offline
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We moved here in 2004 from AL, which has state income tax. A friend recommended Sorenson Tax Advisory and we used them. They prepared and filed both Federal and AL state taxes for us. I think they charged less than $70 for both.

We've used them since for our taxes and have never had a complaint. Dropped information off last Wednesday, got a call today that it was ready. For $49, they prepare and e-file.

They are located on Buenos Aires Blvd. and telephone number is 751-4590.
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Old 02-22-2010, 07:19 PM
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I have found RICHARD SCHULTHEIS of AMERICAN TAX AND CPA SERVICES to be an excellent resource. The main office is in Leesburg but they have an office in LaPlaza Grande just -south of Winn Dixie.
326-5000
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Old 02-22-2010, 10:45 PM
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Everyday at the Colony Cottage rec center there's a tax guy offering help.I believe he's there fro 8:30 a.m to 3 p.m.
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Old 02-22-2010, 10:52 PM
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bosox, thanks for the info, are u pretty sure he's there everyday, i'd like to go there tomorrow but not sure how to find him

fyi, i have several friends who are very happy with Sorenson....gn
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Old 02-23-2010, 05:49 AM
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Default Free Tax Assistance

golfnut -

See Page 1 of Feb. 17 Rec News:

http://www.thevillagesdailysun.com/c...ns/recnews.pdf
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Old 02-23-2010, 10:22 AM
dfn8tly dfn8tly is offline
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I agree with jazzy48. I have also used Sorensen Tax Advisory on Buenos Aires Blvd. and found them very good and quite reasonable.
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Old 02-23-2010, 06:57 PM
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I also use Sorenson Tax Advisory Group and find them excellent. They work with you and after picking up your finished tax papers and you have any questions they will answer all questions and go over everything with you. I would recommend them highly.
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Old 03-23-2010, 01:12 PM
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Am thinking of using Sorensen tax services also. They also do investment and financial planning. Has anyone used them for either of these services? Thanks.
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Old 03-23-2010, 01:52 PM
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Default There is a whole team

Quote:
Originally Posted by golfnut View Post
bosox, thanks for the info, are u pretty sure he's there everyday, i'd like to go there tomorrow but not sure how to find him

fyi, i have several friends who are very happy with Sorenson....gn
Not only is "he" there, there are an entire team of approx 10 workers, all of whom have tons of experience with filing income tax returns. These are all professionals and are doing a great, great service.....and accurately.
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