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Tax Preparation & Support with Tall Oak Advisors
Since our founding, we have successfully filed over 1,000 annual business and personal tax returns.
Our team brings meticulous attention to detail, catching potential issues before they become problems. We audit all our work to ensure you capture every deduction you're entitled to. Beyond tax filing, we provide ongoing support and advisory services throughout the year, so you have a trusted partner whenever questions arise.
Single Filing
Married Filing Jointly
Our Team
What certifications do I hold?
MCSE & CCNA, working towards EA
What did I do before working as a Tax Professional?
Small business operator with 2 convenience stores/gas stations and a restaurant, IT network manager for over 10 years
What educational degrees do I hold?
High school diploma and an Associates degree from Wake Tech
What are your hobbies?
World travel, cross-culture learning, trying exotic foods, watching football and playing flag football with grandkids
What certifications do I hold?
Enrolled Agent
How long have I been working in Tax Planning/Preparation?
I’ve worked in tax planning and preparation since 2019.
What did I do before working as a Tax Professional?
Before entering the tax field, I held a real estate license and assisted with real estate planning.
What educational degrees do I hold?
High school diploma from Jordan High School
What are your hobbies?
Outside of work, I enjoy cooking, woodworking, 3D modeling, and general tinkering.
How long have I been working in Tax Planning/Preparation?
Going on 6
What certifications do I hold?
Currently completing EA certification
What did I do before working as a Tax Professional?
Worked for an “after school” program in an elementary school and at a boutique.
What educational degrees do I hold?
High school diploma
What are your hobbies?
Hiking with my dogs, photography, cooking, and interior design.
How long have I been working in Tax Planning/Preparation?
Worked in strategic planning and operations within Tax and Bookkeeping firms for > 6 years.
What educational degrees do I hold?
High school diploma and an associate's degree from Clark's Summit University.
What did I do before working in the Tax Preparation space?
Customer service, banking (teller management and audit), and hotel accounting
What are your hobbies?
Reading, jigsaw puzzles, and Gilmore Girls
How long have I been working in Tax Planning/Preparation?
Almost 4 years as a Tax Accountant/Tax Preparer
What certifications do I hold?
I am a Ph CPA and working towards US Enrolled Agent (EA)
What did I do before working as a Tax Professional?
Worked for a year as a Credit Repair Specialist during the pandemic while waiting to schedule my CPA exam.
What educational degrees do I hold?
Bachelor of Science in Accountancy
What are your hobbies?
Aerial dancing, yoga, pilates and badminton
How long have I been working in Tax Planning/Preparation?
2 years of experience in US tax preparation
What certifications do I hold?
I'm currently working toward my CPA license
What educational degrees do I hold?
Degree in Accountancy from the University of Mindanao, graduated Cum Laude
What are your hobbies?
Anime, pickleball, going to the gym, travel, and exploring new things and adventures
How long have I been working in Tax Planning/Preparation?
2 years of experience in US tax preparation
What certifications do I hold?
Enrolled Agent (EA) License and Intuit Bookkeeping Certification
What did I do before working as a Tax Professional?
Accountant for several small and startup companies, Banking Lead in the automotive industry
What are some general notes about my tax experience?
Experienced in preparing individual and small-business federal and state tax returns, with bookkeeping services to keep clients' financial records accurate and tax-ready. Committed to accurate, reliable service that helps clients understand and meet their tax obligations!
What educational degrees do I hold (High school and college/Uni?)
Bachelor of Science in Accounting at North Carolina State University
What are your hobbies?
Reading, traveling, dancing, and yoga
Our Value
As a Client, You Will Receive
Up to 3 annual strategic contact points, including:
A pre-tax season roadmapping call to plan your tax needs
A post-filing wrap-up call to review completed project and plan
A mid-year touchpoint focused on tax strategy and advisory
Business and personal federal and primary state income tax filing
Preemptive extension filing, when necessary
Quarterly federal tax estimate reviews, paired with a compliance calendar
Year-round handling of simple IRS or state notices
Access to a secure, encrypted portal for housing all project files & communications
Reservation Process
How You Sign On
Because slots are limited, we use a reservation process to lock in your tax project. Signing this proposal confirms that you're ready to work with us for the upcoming year and allows us to scope out your needs for an effective season.
The proposal includes:
A generalized pricing guide, used as the basis for your final proposal
Terms of engagement for the upcoming tax season
An explanation of the reservation process
A $250 non-refundable reservation fee, which will be applied as a credit toward your final proposal
| Expected Flow:
01
Review and sign the reservation contract
02
Schedule your Tax Roadmapping Call
03
Sign required IRS documents
04
Submit previous year's tax return to us (if you're new to TOA)
Complete your Tax Roadmapping Call with our team
06
Review your final project proposal ($250.00 reservation fee credited!)
07
Sign the final project proposal and let us handle the rest
If you're ready to claim your spot as a tax client for the upcoming tax season, click the Reservation Contract button:
Onboarding Reservation Contract
Schedule a Strategy Session
If you still have questions or would like to know more about our other services, schedule a Strategy Session.
Mon - Wed | 1:30 PM - 5:00 PM (ET)
Tues - Thurs | 9:30AM - 12:00PM (ET)
Fri | 8:00AM - 11:00AM (ET)
Schedule a Session