Tax Prep Directory
Individual Tax Prep

Tax by Sam

4.8 ·  39 Google reviews
· 2813 S Hiawassee Rd, Orlando, FL 32835
Overview

Who sits at the desk.

Tax by Sam is a tax preparation office in Orlando, Florida, located at 2813 S Hiawassee Rd, Orlando, FL 32835.

The business provides in-person support for individuals who need help organizing tax documents and preparing annual returns. Tax preparation typically starts with collecting wage and income records, such as W-2s and other supporting tax forms. Clients generally bring documentation related to deductions, credits, and other adjustments so the return can be completed using the correct figures. During intake, the preparer reviews the information submitted to confirm completeness and consistency before preparation. Because each taxpayer’s situation can differ, clients are encouraged to verify the supported tax years and return types before scheduling. For a visit to the S Hiawassee Road address, bringing prior-year returns the preparer understand changes from the previous filing. It can also be helpful to prepare a clear set of records that supports any claims made on the return. To ensure a smooth intake, prospective clients should contact Tax by Sam directly to confirm appointment expectations, the document checklist required for the specific filing need, and any additional materials that may be requested for Orlando-area clients.

Snapshot

The four things worth knowing.

Specialty
Individual Tax Prep
Individual & business returns
Credentials
CPA
Verify before engagement
Client Rating
4.8 / 5
39 Google reviews
Phone
(407) 297-6002
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.

We have been coming here 22 years, great service never had any issues.

Still have not received a refund for my 2020 return.

Thank you Sam & staff you are simply the best!