Maximizing Your Tax Potential, Minimizing Your Stress
At Ad Valorem Tax & Associates, we simplify tax prep, maximize your refunds, and minimize your stress with expert, personalized service.
Your Trusted Partner in Tax Solutions and Financial Clarity
At Ad Valorem Tax & Associates, we bring over a decade of experience in tax preparation and consulting to help individuals and businesses navigate the complexities of taxes. Our expert team is committed to maximizing refunds, minimizing liabilities, and offering personalized, efficient services. From tax filings to IRS resolutions and bookkeeping, we stay up-to-date with the latest tax regulations to provide reliable solutions tailored to your unique financial needs. Let us simplify your tax journey and give you peace of mind.
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Simplifying Taxes, Empowering Your Financial Success
At Ad Valorem Tax & Associates, we provide expert tax preparation, consulting, bookkeeping, and notary services for individuals and businesses. Our goal is to simplify your tax experience, maximize refunds, minimize liabilities, and offer personalized solutions to meet your unique financial needs.
our services
Individual and Business Tax Preparation
Maximize Your Refunds
Tax Consulting
Strategic Tax Planning
Notary Services
Trusted & Convenient Notary
Bookkeeping
Efficient Financial Management
IRS contact information
- WAGE STATEMENTS/W2’S
- LAST YEAR FEDERAL & STATE TAX RETURN (IF YOU ARE A CURRENT CLIENT WE HAVE THESE) CHILD CARE EXPENSES & PROVIDER INFORMATION
- MORTGAGE OR HOME EQUITY LOAN INTEREST PAID (1098)
- REAL ESTATE & PERSONAL PROPERTY TAXES
- RECORD OF PURCHASE OR SALE OF RESIDENCE
- PENSION, RETIREMENT INCOME (1099–R)
- UNEMPLOYMENT INCOME (1099-G)
Resources of IRS
“I’ve been using Ad Valorem Tax & Associates for my business taxes for the past year, and they’ve been incredible. They’re not just tax preparers; they’re real business partners who care about your financial success. Excellent customer service and expert advice every time!”
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What types of tax services do you offer?
We offer a wide range of tax services, including individual and business tax preparation, tax consulting, IRS resolution support, and strategic tax planning. Our goal is to help you maximize refunds, minimize liabilities, and navigate the complexities of the tax system with ease.
How can I schedule an appointment for tax services?
You can easily schedule an appointment by calling us at 562-231-6809 or sending an email to info@Ad-Valorem.tax. We are also available for weekend appointments by request. Our office hours are Monday to Friday, 9 AM to 6:30 PM, and Saturday and Sunday from 9 AM to 3 PM (by appointment only).
What should I bring to my tax appointment?
For a smooth and efficient tax filing process, please bring your W-2s, 1099s, any relevant business income and expense records, previous tax returns, and other documents related to deductions, credits, and personal information. If you’re unsure about what to bring, feel free to contact us, and we can guide you through the process.
