Working with us
Choosing Who Does Your Taxes? Here Is How We Work.
An honest comparison with software and the national chains, what your first appointment looks like, and how a quote is put together. Decide with the facts in front of you.
Reviewed by LaToya Clark-Thompson, FounderLast updated
What you can count on
- Led by LaToya Clark-Thompson, and you deal with the person doing the work
- In the Easley office or virtually through a secure client portal, with the same preparer
- You get an explanation of what drove the numbers, not just a figure at the bottom
- A free review of last year’s return, whoever prepared it
- The Best Rate Guarantee when you bring last year’s return and invoice
Read what clients say on our reviews page, or see why clients choose us.
Not sure which service you need?
A few quick questions, then the service that fits and what to bring.
Find my serviceReady to start?
Book a consultation in the Easley office or virtually.
Deciding who should do your taxes
Software, a national chain, a CPA, or us. An honest comparison.
Us vs. DIY tax software
When software is enough, where it falls short, and what a preparer adds.
Read moreUs vs. national tax chains
What chains do well, what an independent firm does differently, and how to choose.
Read moreTax preparer vs. CPA
What AFSP means, who genuinely needs a CPA, and how we handle matters that do.
Read moreSwitching tax preparers
What to bring, what carries over, and how the Best Rate Guarantee works.
Read moreHow it works here
Your first appointment, the virtual route, the free review and how a quote is built.
Your first appointment
Booking, what to bring, and how the return is prepared, reviewed and filed.
Read moreVirtual tax preparation
The secure portal, the same preparer, and electronic signing from anywhere.
Read moreFree prior-year review
What we look for, what happens if we find something, and what to send.
Read moreHow we quote
What drives a quote, when you get it, and how the Best Rate Guarantee works.
Read moreOnboarding for business clients
The first conversation, what to gather, taking over books, and the routine after.
Read moreWho does what
Elite Pro-Tax & Financial Services prepares and files individual and business returns, including past-due and amended returns, keeps the books and runs payroll, and gathers the records a response to the IRS or the South Carolina Department of Revenue needs. We are an independent tax and accounting firm and not a CPA firm. Where a matter requires professional representation, it is handled by the independent licensed CPA we work with, with our office coordinating.
Questions from new clients
How do I become a new client?
Book a consultation or start on the get started page. We confirm what you need, you upload your documents through the secure portal or bring them to the Easley office, and you get a quote before work begins. See your first appointment.
Is Elite Pro-Tax a CPA firm?
No. We are an independent tax and accounting firm. LaToya Clark-Thompson holds the IRS Annual Filing Season Program Record of Completion. Matters that require professional representation are handled by the independent licensed CPA we work with. See tax preparer or CPA.
Do I have to come into the office?
No. You can do everything virtually: upload documents to the portal, answer questions there, and review and sign electronically. See virtual tax preparation.
What does it cost?
It depends on what the return involves, so the fee is confirmed before any work begins. If you bring last year’s return and the invoice you paid for it, the Best Rate Guarantee applies. See how we quote.
Not the question you had? The full tax FAQ covers more ground, and our client reviews say what the work is actually like.
Ready when you are. In the office or virtually.
Call (864) 781-4035 or book a consultation, in the Easley office or virtually.