As a Ramsey Trusted Pro, we redefine tax services through a foundation of trust. Every Ramsey Trusted Pro is meticulously selected through a stringent vetting process, ensuring alignment with Dave’s uncompromising standards for exceptional service. According to feedback from Dave Ramsey enthusiasts, satisfaction levels soar to 2.3 times greater when engaging with a Ramsey Trusted professional compared to an ordinary tax pro. Whether you’re an individual or a business owner, trust Ramsey Trusted for unparalleled expertise and service.
From Dave Ramsey On What He Requires From Us
Trustworthy Advice
Rest assured that our tax advisors employ strategies aligned with Dave’s guidance, ensuring you receive advice that mirrors his wisdom. With our support, you can confidently make informed financial choices.
Proven Competency
We exclusively endorse licensed CPAs and EAs with extensive experience in assisting individuals like yourself in achieving accurate tax filings. Remarkably, seven out of every ten individuals receive refunds when utilizing a RamseyTrusted professional.
Rock-Solid Dependability
Our RamseyTrusted professionals are accessible throughout the year to address your inquiries and consistently prioritize explaining your taxes in clear, understandable terms.
How is a Ramsey Trusted Tax Pro Vetted and What Do They Do?
A RamseyTrusted tax professional undergoes thorough vetting by the Ramsey team. They are equipped to assist you with tax filings and offer a range of tax-related services for individuals, families, and small businesses year-round. To earn the esteemed title of RamseyTrusted, tax pros must hold either a Certified Public Accountant (CPA) or an Enrolled Agent (EA) designation, coupled with a minimum of two years of full-time experience.
A CPA handles intricate mathematical tasks integral to business operations, including bookkeeping, payroll management, and the preparation of financial documents such as tax returns and profit-and-loss statements. Additionally, they offer financial planning services for individuals, families, and small businesses, holding licensure from their respective states.
On the other hand, EAs specialize in tax matters, catering to individuals, businesses, and private entities. Their expertise spans various tax-related subjects, including income, estate, gift, payroll, and retirement taxes. EAs are federally licensed to practice.