Tax Season 2023: What You Need to Know (and Looking Ahead to 2024)
You may not be looking forward to tax season, but filing your taxes doesn't have to be difficult. Here's everything you need to know to get started!
Ramsey Solutions
Find a RamseyTrusted CPA or EA who can help take tax stress and confusion off your shoulders year-round.
Find a RamseyTrusted CPA or EA who can
help take tax stress and confusion off
your shoulders year-round.
Find a RamseyTrusted CPA or EA who
can help take tax stress and confusion
off your shoulders year-round.
They’re the only tax advisors trusted by financial expert Dave Ramsey and the Ramsey team, and they’re part of our nationwide network of Endorsed Local Providers (ELPs).
RamseyTrusted tax pros are Certified Public Accountants (CPAs) or Enrolled Agents (EAs) who know taxes like the backs of their hands.
They aren’t part-timers who swoop in to help just during tax season. They’re around to serve all year with taxes, bookkeeping and more.
They’ve got the heart of a teacher and are mentored by our coaches to ensure they uphold our high standards of customer service.
They’re the only tax advisors trusted by financial expert Dave Ramsey and the Ramsey team, and they’re part of our nationwide network of Endorsed Local Providers (ELPs).
RamseyTrusted tax pros are Certified Public Accountants (CPAs) or Enrolled Agents (EAs) who know taxes like the backs of their hands.
They aren’t part-timers who swoop in to help just during tax season. They’re around to serve all year with taxes, bookkeeping and more.
They’ve got the heart of a teacher and are mentored by our coaches to ensure they uphold our high standards of customer service.
“As a small-business owner, I really appreciate my RamseyTrusted tax pro’s approach of financial stewardship and valuing me as a partner I can trust rather than just a business transaction.”
“As a small-business owner, I really appreciate my RamseyTrusted tax pro’s approach of financial stewardship and valuing me as a partner I can trust rather than just a business transaction.”
You work hard at your business, and you can think of RamseyTrusted tax pros as an extension of it. They don’t just stop at filing taxes. They get to know the ins and outs of your business and can provide year-round support for bookkeeping, payroll and more—so you can focus more on serving your customers.
For 20 years, we’ve been matching people with tax pros who serve with excellence. By partnering with a RamseyTrusted tax advisor, you can build a trusting relationship with a pro who is ready to teach and serve you and your business.
Ask your advisor questions—even after tax season.
Get your documents organized with our free tax prep checklist.
Check in with your pro throughout the year to continue building trust.
Research tax code changes to make sure all bases are covered.
Prepare your taxes and get them ready for filing.
Provide tax insight and advice for your personal and small-business needs.
Typical personal tax preparation costs can range anywhere between $200 and $600 or more. The cost for small-business taxes can vary too. And there are several factors that determine what tax filing costs. It’s good practice to have an up-front conversation with your tax pro about what they charge for their services. And good news—it doesn’t cost you anything to connect with a pro and get the conversation started.
(This is how we get you connected.)
(They’ll reach out to you within 24 hours.)
(This is your time to ask questions.)
Find a RamseyTrusted tax advisor to help you.
If you’re meeting with a tax pro about your tax needs and don’t know where to start, we have checklists to help you prepare.
COMMON QUESTIONS...AND ANSWERS
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How is a RamseyTrusted tax pro vetted and what do they do?
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A RamseyTrusted tax pro is a tax advisor who’s been vetted by the Ramsey team. They can work with you to file your taxes and can provide other tax-related services for you, your family and small business throughout the year. To earn the right to be called RamseyTrusted, tax pros must be a Certified Public Accountant (CPA) or an Enrolled Agent (EA) and have a minimum of two years full-time experience.
A CPA is a professional who takes care of all the detailed and essential math tasks that go with running a business. They can assist with bookkeeping, payroll administration, and preparing financial documents like tax returns and profit-and-loss statements. They can also provide financial planning for individuals, families and small businesses. CPAs are licensed by states.
EAs focus more narrowly on taxes and tax issues for individuals, businesses and private entities. An EA has knowledge in tax-related subjects—such as income, estate, gift, payroll, and retirement taxes. They are licensed by the federal government. -
Can I get more than one option for a tax pro?
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When you submit the form, we connect you with one RamseyTrusted tax pro in your area. Feel free to ask questions when you first get connected to see how the pro can help with your situation. If you decide this pro’s not the best fit for you, please reach out to us to see if we have another option for you.
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Why is my tax pro so far away? Is there anyone closer to me?
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We do our best to have RamseyTrusted tax pros in every area because we know it’s good to have a pro close to you. Occasionally we’re unable to connect you with someone nearby. In those cases, we’ll either connect you with the next closest RamseyTrusted tax pro or a national provider we trust. Even though these pros may not be able to meet with you in person, they will still serve you like a local pro.
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Should I use tax software to file myself or do I need a tax pro?
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If you have personal or self-employed income and feel confident in using tax software, then you can easily file online with Ramsey SmartTax. If you have more complicated taxes, don’t want to take the time to do your own taxes, or want expert advice, then a RamseyTrusted Tax ELP is for you.
Our articles cover self-employed taxes, small-business taxes and more.
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