Our Values 

We want you to know who we are as a company

As obvious as it sounds, above all else, we must be tax experts. Just as you wouldn't go to a restaurant with bad food or service simply because it was convenient, you should only deal with tax preparers who are experts. Deciding on price or location alone could be a mistake. Since our goal is to make your experience with us, "Always Less Taxing," let's expand on that concept.

At Freedom Tax, we have decades of tax preparation experience and we work hard to maintain that level of excellence. Each year we attend tax conventions and lectures, review training materials, view webinars and read scholarly articles. We want to be better so that we can better serve you. This is especially important now that the tax law has changed so drastically. Each preparer has years of experience assisting others before working solo. Our preparers are credentialed or working towards that goal. Each preparer who is not a CPA or attorney is expected to become an enrolled agent (EA) before they can manage their own office. In this regard, the difference between Freedom Tax and other tax offices is night and day.

We prepare personal and business returns in all 50 states. We're open 7 days a week during tax season. Or, for the ultimate convenience, we can finalize your returns over the phone. That's right, we can prepare from the comfort of your home or office. No need to travel if you don't want to.

 

Freedom Tax Team - Our History

Steve Sohmer began preparing taxes at the age of 15 as an apprentice at his father’s tax office. Steve’s father, Mark Sohmer was a C.P.A. from the old school. Back then returns were handwritten in pencil, rigorously checked, then photocopied for permanence. The term “e-file” wasn’t even invented yet. Clients mailed their returns (late filers often waited for hours on lines at the post office to mail their returns) and received a refund check in 6-8 weeks! Today, while the technology may be different, the filing process modern and refunds quicker, we still strive for the same excellent service.

Steve attended college at Binghamton University, where he earned an honors degree and gained admission into the prestigious Phi Beta Kappa academic excellence society. From there, he attended the University of Michigan Law School in Ann Arbor, Michigan where he earned his juris doctor degree – again with honors. After law school Steve worked for firms in New York and New Jersey before deciding to take the next step and work for himself. That was 1999 and he hasn’t looked back. Eventually, Steve went back to his first love – preparing taxes. He built that office into a hugely successful practice — so successful that he needed help. 

In 2008, when his wife Alice’s administrative assistant job was shut down and moved out of state, she joined on to help Steve prepare taxes full-time. The business continued to expand dramatically. In 2010 they decided to again take a giant step forward. As good as things were, they wanted to take tax preparation to a new level. They could only do that if they had the freedom to design a tax preparation service from the ground up. They combined all their knowledge, talents and skills to form Freedom Tax Service, LLC.

As the business grew, their niece Carla joined the family business. After years of training, Carla now services her own clientele as she works towards her enrolled agent's license. As Freedom Tax expands, Carla will be heading up our newest branch. Also joining the team are Steve's sister Samantha, as well as his sons TJ and Kyle. We are now truly a multi-generational family business. And the next generation of preparers? We have an internship program where we give college students paid training in tax preparation.