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Individual Tax Preparation Services

Maximize refunds. Minimize effort.

Your trusted partner to help manage your taxes.

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Why spend time on taxes when you can hire a professional? Our professionals will provide expert service and smarter savings.

Why Choose Archer Lewis for Your Taxes

Your dedicated team will craft the tax strategies that are right for you.

  • Tax preparation
  • Tax planning
  • Tax resolution

Tax preparation

With our individual tax preparation services, our experts handle the returns with absolute precision, sweating the details so you don't have to deal with the IRS.

Tax planning

We look at your complete financial picture both business and personal to help find tax savings opportunities all year long.

Tax resolution

Let us deal with the IRS for you. Our tax professionals know how to resolve audits and tax issues to get you back on track.

Our Tax Preparation Process

Partner with tax experts who care about your success. We treat you
like a neighbor, not a number.

A dedicated team

Your tax needs won't get shuffled around — you'll work with the same expert
team every time.

A human-centered approach

We provide real, local expertise matching you with a trusted advisor.

Strategic financial planning

Tax prep is just the beginning; we’re here to help with your complete financial needs.

Local expertise, national resources

You get a local accountant's personal touch, plus our powerful national network.

Archer Lewis has helped 500,000 customers with their finances. See what we can do for yours.

"I've never felt more confident about my tax return. Archer Lewis made the entire process simple, accurate, and stress-free plus, they found deductions I didn’t even know existed!"

Kelly M.

"The team at Archer Lewis helped me build a tax strategy that aligned perfectly with my financial goals. I’m no longer surprised come tax season!"

Melissa R.

"Thanks to proactive planning with Archer Lewis, I was able to reduce my tax liability significantly. Their advice paid off, literally."

James T.

"I had a complex situation involving multiple states and investments. Archer Lewis untangled everything and gave me a clear plan moving forward."

Renee P.

"Their personalized approach to tax consulting gave me peace of mind. Archer Lewis looked at my full financial picture, not just the numbers."

Michael C.

"Between childcare, mortgage, and investments, our taxes were getting complicated. Archer Lewis helped us optimize everything and plan for the future."

Tara & Josh L.

Explore our other services

Archer Lewis is more than just a tax preparation service provider. We offer a full range of financial solutions to help your business succeed.

Archer Lewis also provides specialized tax preparation services for high-net-worth individuals. Many of our clients rely on us to handle their business and personal tax needs, ensuring seamless coordination and simplicity.

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Ready to simplify your taxes? Reach out today for a personalized consultation.

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Individual Tax Preparation Services FAQs

Answers to your questions about working with us

How do I file taxes?

Filing requires gathering financial documents, understanding tax laws, and completing the correct forms. We can handle the entire process for you.

Are tax preparation services worth it?

Absolutely. Professional tax preparers can help you avoid errors, maximize deductions, and save time, making them a valuable investment.

How much do you pay in taxes?

Taxes depend on income, structure, and location. Archer Lewis helps you plan for liabilities and identify opportunities for savings.

What should I bring to my first meeting with a tax preparer?

Essential documents previous tax returns and personal information will ensure a productive session.

How can I avoid tax penalties?

File and pay taxes on time, maintain accurate records and meet estimated payment deadlines. Archer Lewis ensures compliance to keep you penalty free.

What happens if I don’t file taxes?

Not filing your taxes can result in penalties and complications with the IRS. Our team can help you navigate these challenges and get back on track.

What are the differences between a CPA and an Enrolled Agent?

Both CPAs (Certified Public Accountants) and Enrolled Agents are highly qualified tax professionals, each with distinct credentials and specialties.

CPAs complete extensive education requirements, pass a rigorous exam, and maintain continuing education in accounting, tax, business law, and auditing. They can provide comprehensive services including tax preparation, financial statement audits, business consulting, and strategic planning.

Enrolled Agents are federally-licensed tax practitioners who specialize exclusively in taxation. They pass a comprehensive IRS exam or have relevant IRS experience, and maintain regular tax education requirements.

At Archer Lewis, we value both designations for their unique strengths. Whether you work with our CPAs or Enrolled Agents, you’ll receive expert tax guidance tailored to your specific needs, backed by our firm’s combined resources and commitment to your business success.