Tax Preparation Services & Consultancy
Year-round tax preparation and consulting for individuals and businesses, with careful attention to accuracy, compliance, and available tax-saving opportunities.
A To Z Social Security & Tax Consulting
Tax Preparation ServicesSocial Security Benefits Consulting
Year-round, one-on-one guidance for individuals, families, entrepreneurs, and small business owners.
Who we are
Why choose A To Z Social Security & Tax Consulting?
At A To Z, you receive a comprehensive, year-round approach to tax preparation and Social Security benefits consulting.
Our work is personalized and thorough, with practical support for individuals, small business owners, and entrepreneurs. We stay current with changes that may affect your situation and explain your options in plain language.
Learn more about the company →Professional experience
More than 21 years in tax and financial services
- Enrolled Agent (EA)
- Registered Social Security Analyst (RSSA)
- Tax Program Manager & Master Tax Advisor experience
- Year-round individual and business support
What we offer
Personal Income Tax Preparation Classes
Learn how to navigate the complexities of taxes with our detailed tax prep classes. Designed for individuals and small business owners.
Business Formation & EIN Application
We can help you open & register your business in all states, form an LLC, Partnership, or Corporation, and apply for your EIN number.
Tax Extensions, EIN Numbers & Filing Services
We assist with federal and state extensions, EIN applications, e-filing, and multi-state or part-year resident returns.
Social Security Benefits Consulting
Compare Social Security claiming options for retirement, spousal, survivor, disability, and other benefits in the context of your circumstances.
Why choose us
Expertise in Tax Law & Social Security Benefits
We stay current with tax law changes and Social Security regulations, offering proactive solutions tailored to your needs.
Custom-Tailored Insights & Strategies
We take the time to understand your personal or business situation and provide practical guidance for informed decisions.
Proven Track Record
Our team brings over 21 years of experience in financial consulting, including positions as Tax Program Manager, Master Tax Advisor, and Registered Social Security Analyst.
Year-Round Support
We’re here for you 12 months a year, not just during tax season. Whether you need ongoing advice or have a question, we’re ready to assist.
Client appreciation
Thank-you letters belong close to the decision point
We respect client privacy. Written feedback is shared only with permission and with sensitive financial details removed. Approved letters can be featured in this section as they become available.
Our Easy 3-Step Process to Get Started
01
Consultation
We begin with a one-on-one meeting to understand your financial situation and goals. Whether it’s taxes or Social Security planning, we’ll get to the heart of your needs.
02
Strategy Development
Based on your unique needs, we develop a personalized tax plan or Social Security strategy that helps minimize your tax liability or maximize your benefits.
03
Implementation & Ongoing Support
We’ll take care of filing your taxes or guiding you through your Social Security claiming decisions. You’ll also receive ongoing support for any questions or changes that arise.
Most Popular Questions
You work with an Enrolled Agent (EA) and Registered Social Security Analyst (RSSA), with more than 21 years of experience across tax preparation, financial services, and Social Security planning.
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Tell us what you need help with, and how to reach you.