Gathering the right paperwork first makes filing faster and more accurate. Here's what to collect.
Read MorePay What You Owe. Not a Dollar More.
Tax Pay Advisor provides careful tax preparation, year-round planning and the lending, investment and insurance support that keeps your whole financial picture tax-smart.
Tax Checklist Ready to file
- Documents gathered
- Deductions reviewed
- Credits claimed
- Filed on time
What We Do
Our Services
Tax expertise at the center, with lending, investment and insurance services that keep every decision tax-smart.
Tax Advisory
Federal and Arkansas tax preparation and year-round planning for individuals, families, self-employed workers and small businesses.
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Wealth and Investment Planning
Tax-smart investment plans that use the right accounts and strategies to help you keep more of your returns.
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Mortgage Loan
Purchase and refinance mortgages for homes in Little Rock and across central Arkansas, with guidance on related deductions.
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Personal Loan
Fixed-rate personal loans for big expenses, so you don't have to tap retirement savings and trigger taxes or penalties.
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Credit Loan
Consolidate high-interest card balances into one lower-rate loan and a single, predictable monthly payment.
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Insurance Services
Life, disability, home and auto coverage reviewed alongside your tax plan to protect your family and income.
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Year-Round Help
Who We Are
About Tax Pay Advisor
Tax Pay Advisor is an independent tax and financial services firm in Little Rock, Arkansas. Our mission is simple: help every client pay exactly what they owe and not a dollar more. We prepare accurate returns, plan ahead throughout the year and connect your taxes with your borrowing, investing and insurance decisions.
- Accurate federal and Arkansas returns
- Year-round planning, not just in April
- Clear fees quoted before we begin
Quick Estimate
Deduction vs Credit Value Calculator
See how much a deduction is really worth at your tax rates, and how it compares with a tax credit.
Estimate only. Assumes the deduction lowers income taxed at your top federal bracket and state rate. Actual results depend on your full return.
Be Prepared
Tax Documents Checklist
Bring these to your appointment and we'll take care of the rest.
Personal
- Photo ID for you and your spouse
- Social Security numbers for everyone
- Last year's tax return
- Bank details for direct deposit
Income
- W-2 forms from employers
- 1099 forms for freelance work
- Interest, dividend and brokerage forms
- Retirement and Social Security statements
Deductions
- Mortgage interest statement
- Property tax records
- Charitable donation receipts
- Medical expense records
Credits
- Childcare provider details
- Education forms and receipts
- Marketplace health coverage form
- Records of estimated payments
How It Works
Book
Schedule an in-person, phone or video appointment.
Share
Upload or bring your documents using our checklist.
Review
We find every deduction and credit you qualify for.
File and Plan
We file accurately and plan ahead for next year.
Client Reviews
What Clients Say
JW
Jacob Whitley
★★★★★
I owed more than I expected last year and panicked. Tax Pay Advisor set up a payment plan and fixed my withholding so it won't happen again.
SP
Shannon Price
★★★★★
Their document checklist made tax season painless. I walked in organized and walked out with my return filed.
DM
Darren McCoy
★★★★★
They showed me itemizing would save more after we bought our Little Rock home. That advice paid for itself.
AB
Angela Boyd
★★★★★
As a small business owner, I finally have a tax plan for the whole year instead of scrambling every April.
TH
Travis Holt
★★★★★
They explained deductions versus credits so clearly. I understand my return for the first time.
MR
Monica Reyes
★★★★★
Friendly, patient and thorough. Our taxes, investments and insurance are all working together now.
Yes. We prepare and file federal and Arkansas state returns, and can help with returns for other states if you moved or earned income elsewhere.
Yes. Your first meeting is free with no obligation. We'll review your situation and explain our services and fees upfront.
Yes. We help clients understand IRS notices, set up payment plans and explore penalty relief options when they qualify.
Absolutely. We offer year-round tax planning, quarterly estimate reviews and midyear checkups, along with lending, investment and insurance services.
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Tax-saving tips, deadline reminders and planning ideas, once a month.