Amscot - The Money Superstore
★★★★½ (290 reviews)2004 Hesperides Road, FL-60, Lake Wales, FL 33898
(863) 676-3982
Website: www.amscot.com/location/branch-99/2004-sr-60-e-lake-wales-fl-33898/?utm_source=GMB&utm_medium=organic&utm_content=branch99&utm_campaign=website_button
Hours: {"Friday":["8 AM–9 PM"],"Monday":["8 AM–9 PM"],"Saturday":["8 AM–8 PM"],"Sunday":["9 AM–6 PM"],"Thursday":["8 AM–9 PM"],"Tuesday":["8 AM–9 PM"],"Wednesday":["8 AM–9 PM"]}
Tax Collector for Polk County - Lake Wales
★★★★☆ (258 reviews)658 FL-60, Lake Wales, FL 33853
(863) 534-4700
Website: www.polktaxes.com
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Jackson Hewitt Tax Service
★★★★★ (126 reviews)2000 State Rd, FL-60, Lake Wales, FL 33898
(863) 816-1099
Website: office.jacksonhewitt.com/tax-preparation-services-locations/en/fl/lake-wales/2000-state-rd-sr-60-east/50859?utm_source=google&utm_medium=local&utm_campaign=local&utm_content=50859
Hours: {}
H&R Block
★★★★★ (83 reviews)2030 Sam Walton Wy, Lake Wales, FL 33853
(863) 676-3013
Website: www.hrblock.com/tax-office-near-me/florida/lake-wales/9028/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["Closed"],"Wednesday":["10 AM–4 PM"]}
American Insurance Services
★★★★★ (26 reviews)24 S 1st St, Lake Wales, FL 33853
(863) 676-6260
Website: www.americaninsurancelakewales.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}
Kohl & Company, Certified Public Accountants
★★★★★ (15 reviews)29 FL-60, Lake Wales, FL 33853
(863) 676-3465
Website: www.kohlcompany.com
Hours: {"Friday":["8:30 AM–5:30 PM"],"Monday":["8:30 AM–5:30 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5:30 PM"],"Tuesday":["8:30 AM–5:30 PM"],"Wednesday":["8:30 AM–5:30 PM"]}
Integrity Document Services
★★★★☆ (12 reviews)124 W Central Ave, Lake Wales, FL 33853
(863) 949-6983
Website: www.ids124.com
Hours: {"Friday":["9 AM–12 PM","1–4 PM"],"Monday":["9 AM–12 PM","1–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–12 PM","1–5 PM"],"Tuesday":["9 AM–12 PM","1–5 PM"],"Wednesday":["9 AM–12 PM","1–5 PM"]}
Bunting Tripp & Ingley LLP
★★★★☆ (8 reviews)230 E Tillman Ave, Lake Wales, FL 33853
(863) 676-7981
Website: bticpa.com
Hours: {"Friday":["8 AM–12 PM","1–5 PM"],"Monday":["8 AM–12 PM","1–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–12 PM","1–5 PM"],"Tuesday":["8 AM–12 PM","1–5 PM"],"Wednesday":["8 AM–12 PM","1–5 PM"]}
First Combined Tax Services
★★★★½ (6 reviews)228 S 1st St, Lake Wales, FL 33853
(863) 275-1027
Hours: {"Friday":["9 AM–7 PM"],"Monday":["9 AM–7 PM"],"Saturday":["9 AM–7 PM"],"Sunday":["Closed"],"Thursday":["9 AM–7 PM"],"Tuesday":["9 AM–7 PM"],"Wednesday":["9 AM–7 PM"]}
W A Drasdo Tax Services Inc
★★★★★ (5 reviews)303 N Scenic Hwy, Lake Wales, FL 33853
(863) 676-9829
Website: splinternetmarketing.com/local-pros/fl/lake-wales/w-a-drasdo-tax-services-inc
Hours: {}
You Benefit Tax Enterprise LLC
★★★★★ (2 reviews)23781 US-27 #212, Lake Wales, FL 33859
(863) 349-6211
Website: youbenefittax.com
Hours: {}
HBI Tax - Lake Wales
★★★☆☆ (2 reviews)29 FL-60, Lake Wales, FL 33853
(863) 968-1010
Website: hbitax.com
Hours: {"Friday":["8:30 AM–5 PM"],"Monday":["8:30 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8:30 AM–5 PM"],"Tuesday":["8:30 AM–5 PM"],"Wednesday":["8:30 AM–5 PM"]}
Martin Cheryl M CPA
★★★☆☆ (2 reviews)19200 US-27, Lake Wales, FL 33853
(863) 678-1498
Hours: {}
Community Income Tax
South scenic building, 318 S Scenic Hwy #103, Lake Wales, FL 33853
(863) 679-3234
Hours: {}
Angel A Taxes Services
230 E Stuart Ave, Lake Wales, FL 33853
(863) 258-5587
Hours: {"Friday":["9 PM–12 AM"],"Monday":["9 PM–12 AM"],"Saturday":["12 AM–4:30 PM","9 PM–12 AM"],"Sunday":["12 AM–5:30 PM","9 PM–12 AM"],"Thursday":["9 PM–12 AM"],"Tuesday":["9 PM–12 AM"],"Wednesday":["9 PM–12 AM"]}
JK TAX and Bookkeeping Services
1 W Central Ave #103, Lake Wales, FL 33853
(863) 651-9721
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–1 PM"],"Tuesday":["10 AM–1 PM"],"Wednesday":["Closed"]}
About Tax Preparers in Lake Wales, FL
Finding a qualified tax preparer in Lake Wales is a smart move for residents and business owners alike. With a local economy rooted in agriculture, citrus processing, and a growing number of small businesses, tax situations can be more complex than a standard W-2. Whether you run a roadside fruit stand, work in the packing houses, or manage rental properties near the historic downtown district, a local professional understands how Florida’s lack of state income tax interacts with federal requirements and business deductions.
A tax preparer in Lake Wales can help you navigate common local scenarios, such as claiming agricultural expenses, maximizing the self-employment tax deduction, or handling the tax implications of selling a home in a tight real estate market. They also stay current on changing IRS rules, which is especially helpful if you received a gig economy 1099 or started a side business during the year.
Before you choose, look for someone with an active PTIN (Preparer Tax Identification Number) and a solid reputation in the community. A good preparer will ask detailed questions about your income and expenses, not just plug numbers into a form. This ensures you file accurately and keep more of what you earn.
Frequently Asked Questions
What qualifications should a tax preparer have?
At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.
How much does tax preparation cost?
Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.
What documents do I need to bring to my tax preparer?
Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.
BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.
Business owners: to update or remove a listing, email info@beforetaxusa.com.