Tax Prep Directory
Individual Tax Prep

US Tax & Financial Group

4.3 ·  6 Google reviews
· 4855 MacCorkle Ave SW, South Charleston, WV 25309
Overview

Who sits at the desk.

US Tax & Financial Group is an individual tax preparation business in Charleston, West Virginia, located at 4855 MacCorkle Ave SW, South Charleston, WV 25309.

The directory categorizes the firm as Individual Tax Prep, indicating support for individuals and households preparing personal income tax returns. Individual tax preparation usually begins with intake and review of the taxpayer’s income documents. Clients commonly provide wage and income statements such as W-2s and applicable 1099 forms, along with records supporting deductions and credits based on their situation. The preparer verifies filing status and household details where applicable, checks that reported totals reconcile to the source documentation, and completes the return using the applicable tax-year rules. An office-based process can also help with questions that arise during review, especially when clients have multiple income sources or have changes in filing circumstances from the prior year. Taxpayers considering US Tax & Financial Group should use the business profile contact details to confirm appointment timing and document intake requirements. In general, bringing prior-year returns when available and providing any relevant IRS or West Virginia correspondence relevant to the current filing year can support a smoother preparation workflow.

Snapshot

The four things worth knowing.

Specialty
Individual Tax Prep
Sales Tax
Credentials
Ask firm
Verify before engagement
Client Rating
4.3 / 5
6 Google reviews
Phone
(304) 720-4444
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.

That's how broken, incomplete and rushed our conversation was.