TAX PREPARATION · BUSINESS TAX · BOOKKEEPING · AUDIT REPRESENTATION
From first-time filers to multi-entity businesses — expert preparation, year-round planning, and clean books, handled by a team that knows your name.
WHAT WE DO
No handoffs to a call center. The person who prepares your return is the person you can call in July.
Accurate individual and family returns with every eligible deduction and credit captured — filed on time, e-filed securely.
Entity returns and year-round strategy that keep more of what you earn in the business — not lost to avoidable tax.
Clean, current books that make tax season a formality — and give you real numbers to run the business on every month.
If a notice or audit arrives, an Enrolled Agent stands in for you — handling correspondence, documentation, and resolution start to finish.
WHO WE HELP
Straightforward returns to complex situations — freelancers, investors, new homeowners, and everyone balancing a few 1099s.
From a first LLC to established multi-entity operations — filings, books, and planning that scale with you.
HOW IT WORKS
STEP 01
A quick conversation to understand your situation and give you a clear, upfront quote.
STEP 02
Upload everything to a secure portal — no fax machines, no dropping off a shoebox of receipts.
STEP 03
We prepare, double-check, and walk you through every number before anything is filed.
STEP 04
We file, store everything securely, and set you up so next year is even smoother.
Most of our clients have been with us for years. That continuity is how we catch the details a one-time preparer never would.
OUR STORY
Founded in Sheridan in 2009, Truist Tax started with a simple frustration: good tax help shouldn't disappear the day after April 15th. We built a firm that answers the phone, explains the why, and thinks a year ahead.
Today our CPAs and Enrolled Agents serve individuals and businesses in all fifty states — combining small-firm attention with the tools of a modern practice.
CLIENT VOICES
"They turned three years of messy books into something I finally understand — and found deductions my last accountant missed entirely."
"When a notice showed up, they handled the whole thing. I didn't lose a single night of sleep over it."
"Actual humans who pick up the phone in July. After years of big-box tax shops, this is night and day."
QUESTIONS
Yes. While our office is in Sheridan, we serve individuals and businesses in all fifty states through our secure online portal and phone or video meetings.
It depends on the complexity of your return, but you'll always get a clear, upfront quote after a short intro call — never a surprise bill at the end.
Both are credentialed to prepare returns and represent clients in audits. Our team includes both, so we match the right expertise to your situation — from complex business filings to representation.
Absolutely. Catch-up bookkeeping and prior-year returns are among the most common ways clients start with us. We'll get you current and keep you there.
Not at all. Most clients work with us entirely online — upload documents to the secure portal, review by phone or video, and sign electronically. In-person is always welcome too.
Earlier is always better, but it's never too late. Whether it's planning in the fall or a return that's already overdue, a quick call is the best first step.