Tax Prep Directory
Individual Tax Prep

Citi Tax Financial

3.9 ·  52 Google reviews
· 3240 Peach Orchard Rd, Augusta, GA 30906
Overview

Who sits at the desk.

Citi Tax Financial is an individual tax preparation office located at 3240 Peach Orchard Rd, Augusta, GA 30906.

The listing indicates Individual Tax Prep category support, providing in-person assistance for taxpayers who need help organizing tax documents and preparing personal returns during filing season. Individual return preparation typically begins with collecting income and withholding information. Clients commonly bring W-2s and applicable 1099 forms, along with supporting documentation that substantiates deductions and credits. During intake, staff reviews the submitted records for completeness and consistency, then completes the return based on the information provided. Office-based intake clients ask questions during document review and receive guidance on items that may be missing or unclear. That can reduce last-minute issues and support more accurate preparation. To confirm which tax years and return types are supported at Citi Tax Financial, taxpayers should contact the office directly and ask about appointment scheduling and required documents for intake at the Augusta address.

Snapshot

The four things worth knowing.

Specialty
Individual Tax Prep
Individual & business returns
Credentials
Ask firm
Verify before engagement
Client Rating
3.9 / 5
52 Google reviews
Phone
(706) 664-0044
Tap to schedule
How they work

Service delivery & credentials.

Service Delivery

How the firm works with clients.
  • In-Person Appointments
  • Virtual Meetings
  • Drop-Off Returns
  • E-Filing

Credentials & Payment

Professional standing and how to pay.
  • Credit Cards
  • Checks
  • Online Appointments
What clients said

In their own words.

Excellent experience with this tax place.

Wht did the Sherriff have to give the crowd the number and not the owner.

I go back every year because they treat me like family.