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LICENSED CPA • TAX PLANNING • BUSINESS ADVISORY

Strategic Tax Planning.
Built on
Experience.

Licensed CPA services for individuals, business owners, and investors Including

tax preparation, proactive planning, IRS representation, and year-round advisory.

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About Liberty Tax Advisors

Experience. Integrity. Results That Matter.

Liberty Tax Advisors is a licensed CPA firm providing strategic tax planning, professional tax preparation, and year-round advisory services for individuals, investors, and small businesses. We combine technical expertise with personalized guidance to deliver accurate, compliant solutions tailored to your financial goals.

From individual tax returns to complex business filings, every engagement is managed through a secure, structured process built on precision, transparency, and responsive client service. Our goal is simple: provide trusted tax guidance that gives you confidence today and supports your long-term success.

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Accurate Compliance
Prepared with Precision

IRS Representation
Experienced Advocacy

Year-Round Advisory
Beyond Tax Season

Strategic Planning
Proactive Tax Solutions

OUR SERVICES

Strategic Tax Solutions.
Built Around
Your Goals.

From annual tax preparation to proactive advisory, we deliver personalized solutions designed to protect your finances, reduce tax liability, and support long-term success.
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Individual Tax
Preparation

Accurate federal and state tax returns tailored to maximize your refund and minimize your tax liability.

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Business Tax
Services

Strategic tax planning, compliance, and advisory services designed to help businesses grow with confidence.

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IRS
Representation

Professional guidance and advocacy for audits, notices, payment plans, and tax resolution matters.

OUR PROCESS
A Clear Process. Backed by Experience.
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From your initial consultation through filing and ongoing support, we follow a structured, secure process designed to keep your tax experience organized, transparent, and straightforward.

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Consultation
Information & Onboarding
Preparation
Review & Approval
Filing & Ongoing Support

We discuss your tax and financial situation, goals, and filing needs to determine the right approach.

Complete your secure questionnaire and upload the documents needed to get started.

Your return is carefully prepared and reviewed for accuracy and compliance.​

We review your completed return with you and obtain authorization before filing.

We file your return and remain available for questions and year-round tax guidance.

Get in Touch with the Team

Naples, Florida

(239) 422-6376

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