RamseyTrusted

Local Tax Pros Who Work With You

RamseyTrusted tax advisors can help you year-round with your personal, self-employed or small-business taxes.

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How are Ramsey Trusted Tax Pros Different?

The tax pros in our Endorsed Local Providers (ELP) program are the only tax advisors trusted by financial expert Dave Ramsey and the Ramsey team. These qualified pros have the heart of a teacher and are mentored by our coaches to ensure they’re upholding our high standards of customer service.

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RamseyTrusted

Local Tax Pros Who Work With You

RamseyTrusted tax advisors can help you year-round with your personal, self-employed or small-business taxes.

two RamseyTrusted tax advisors
How are Ramsey Trusted Tax Pros Different?

The tax pros in our Endorsed Local Providers (ELP) program are the only tax advisors trusted by financial expert Dave Ramsey and the Ramsey team. These qualified pros have the heart of a teacher and are mentored by our coaches to ensure they’re upholding our high standards of customer service.

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“As a small-business owner, I really appreciate my RamseyTrusted tax pro’s approach of financial stewardship and valuing me as a partner I can trust rather than just a business transaction.”

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“As a small-business owner, I really appreciate my RamseyTrusted tax pro’s approach of financial stewardship and valuing me as a partner I can trust rather than just a business transaction.”

Testimonial Name

 

 

 

 

Ways a Tax Pro Can Help You All Year Long

You work hard at your business, and you can think of RamseyTrusted tax pros as an extension of it. They don’t just stop at filing taxes. They get to know the ins and outs of your business and can provide year-round support for bookkeeping, payroll and more—so you can focus more on serving your customers.

Working with a Tax Pro is a Partnership

For 20 years, we’ve been matching people with tax pros who serve with excellence. By partnering with a RamseyTrusted tax advisor, you can build a trusting relationship with a pro who is ready to teach and serve you and your business.

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What Do You do?
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Ask your advisor questions—even after tax season.

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Get your documents organized with our free tax prep checklist.

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Check in with your pro throughout the year to continue building trust.

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What Does Your Tax Pro Do?
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Research tax code changes to make sure all bases are covered.

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Prepare your taxes and get them ready for filing.

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Provide tax insight and advice for your personal and small-business needs.

Icon of Money How Much Does it Cost to Hire a Tax Pro?

Typical personal tax preparation costs can range anywhere between $200 and $600 or more. The cost for small-business taxes can vary too. And there are several factors that determine what tax filing costs. It’s good practice to have an up-front conversation with your tax pro about what they charge for their services. And good news—it doesn’t cost you anything to connect with a pro and get the conversation started.

Here's What to Expect
1: Fill Out the Form Below

(This is how we get you connected.)

2: Hear From a Tax Pro

(They’ll reach out to you within 24 hours.)

3: Set Up a Meeting

(This is your time to ask questions.)

Find a local, trusted tax advisor to help you.

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We’ll send a copy of your Pro's contact information to this address.

Tax questions can be complicated, and your advisor can provide the best answers by phone.

What are your tax needs? (optional)

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You Found Your Pro... Now Get Organized

If you’re meeting with a tax pro about your tax needs and don’t know where to start, we have checklists to help you prepare.


 

Personal Checklist
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COMMON QUESTIONS...AND ANSWERS

A RamseyTrusted tax pro is a tax advisor who’s been vetted by the Ramsey team. They can work with you to file your taxes and can provide other tax-related services for you, your family and small business throughout the year. To earn the right to be called RamseyTrusted, tax pros must be a Certified Public Accountant (CPA) or an Enrolled Agent (EA) and have a minimum of two years full-time experience. 
 
A CPA is a professional who takes care of all the detailed and essential math tasks that go with running a business. They can assist with bookkeeping, payroll administration, and preparing financial documents like tax returns and profit-and-loss statements. They can also provide financial planning for individuals, families and small businesses. CPAs are licensed by states.
 
EAs focus more narrowly on taxes and tax issues for individuals, businesses and private entities. An EA has knowledge in tax-related subjects—such as income, estate, gift, payroll, and retirement taxes. They are licensed by the federal government.

When you submit the form, we connect you with one RamseyTrusted tax pro in your area. Feel free to ask questions when you first get connected to see how the pro can help with your situation. If you decide this pro’s not the best fit for you, please reach out to us to see if we have another option for you.

We do our best to have RamseyTrusted tax pros in every area because we know it’s good to have a pro close to you. Occasionally we’re unable to connect you with someone nearby. In those cases, we’ll either connect you with the next closest RamseyTrusted tax pro or a national provider we trust. Even though these pros may not be able to meet with you in person, they will still serve you like a local pro.

If you have personal or self-employed income and feel confident in using tax software, then you can easily file online with Ramsey SmartTax. If you have more complicated taxes, don’t want to take the time to do your own taxes, or want expert advice, then a RamseyTrusted Tax ELP is for you.

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Our articles cover self-employed taxes, small-business taxes and more.

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