RamseyTrusted

Don't Let Tricky Taxes Overwhelm You

Let a top-notch CPA or Enrolled Agent take the stress out of your taxes.

How Are RamseyTrusted Tax Pros Different?

  • Fully Qualified

    RamseyTrusted tax pros are Certified Public Accountants (CPAs) or Enrolled Agents (EAs) who know taxes like the backs of their hands.

  • Seasoned Experts

    They aren’t part-timers who swoop in to help just during tax season. They’re around to serve all year with taxes, bookkeeping and more.

  • High Standards

    They’ve got the heart of a teacher and are mentored by our coaches to ensure they uphold our high standards of customer service.

Find a Tax Pro

Local Pro or National Partner—Same Excellent Service

Whether your RamseyTrusted tax advisor is one of our national partners or a local pro, you can get the same top-notch service for all your tax needs.

Chart showing the equal benefits between local and national tax pros.

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.

On the personal side, they can also help you adjust your paycheck withholdings—like Dave teaches. No more interest-free loans to the government!

Timeline outlining how a tax pro can help you all year long.

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. 

What You Do

Ask your advisor questions—even after tax season.

Get your documents organized with our free Tax Prep Checklists. 

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

What Your Pro Does

Research tax code changes to make sure all bases are covered.

Prepare your taxes and get them ready for filing.

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

How Much Does It Cost to Hire a Tax Pro?

Typical personal tax preparation costs can range anywhere from $300 to $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.

“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.”

Morgan M. - Fayetteville, AR
Tax Pro Customer

Free Tax Resources

Self-Employed and Personal Checklists

Tax Prep Checklists

Use them to get organized for tax filing.

Beginner's Guide to Taxes

Beginner’s Guide to Taxes

Make sense of it all with this comprehensive guide.

Share RamseyTrusted Tax Advisors

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—like income, estate, gift, payroll and retirement taxes. They're licensed by the federal government.

Once you’ve submitted the form, we’ll connect you with one RamseyTrusted tax pro. It’s a great idea to ask them 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 our Customer Success Team so they can work on connecting you with a new pro. They’ll get back to you within one to two business days.

It’s probably because there isn’t a RamseyTrusted pro available in your area right now. If that’s the case, you’re matched with our national tax partner who’s uniquely qualified to serve the tax needs of all 50 states. And they’ve passed our vetting standards with flying colors, meaning they provide top-notch service and have the heart of a teacher.

All RamseyTrusted tax pros work to make the process as seamless as possible. Your initial meeting is a great time to discuss your preferences and find out more about what you can expect.

 

Local pros generally make themselves available to meet in person, but if talking over the phone or a video call works better for you, just ask if that’s an option.

 

When working with our national tax partner, you can upload and view your documents through their secure portal. You can conveniently talk with them over the phone—and connect through video calls to go over your tax return or other important topics. They’ll also email you throughout the process to keep you up to date.

If you have personal or self-employed income and feel confident using tax software, 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 advisor is for you.

Learn About Taxes and Working With Tax Pros

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

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