The Best Document Preparation Services
We graded 40 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
From 4,040 Google reviews of 40 top-rated document preparation services nationwide. Updated November 1, 2026.
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Best document preparation services for tax planning
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E & E Tax ServicesHow Job match is calculatedBuilt only from reviews Google tagged “Tax planning”:Stars on this job 55%5.00★Number of such jobs 25%7Overall Experts Score 20%97Job match= 94Stars are pulled toward the category average (4.88★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.94
TAX OKCHow Job match is calculatedBuilt only from reviews Google tagged “Tax planning”:Stars on this job 55%5.00★Number of such jobs 25%5Overall Experts Score 20%99Job match= 91Stars are pulled toward the category average (4.88★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.91
Anthony Du EA, Tax Advisor ServicesHow Job match is calculatedBuilt only from reviews Google tagged “Tax planning”:Stars on this job 55%5.00★Number of such jobs 25%3Overall Experts Score 20%92Job match= 83Stars are pulled toward the category average (4.88★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.83
H & H Accounting and Tax Services LLPHow Job match is calculatedBuilt only from reviews Google tagged “Tax planning”:Stars on this job 55%5.00★Number of such jobs 25%3Overall Experts Score 20%91Job match= 83Stars are pulled toward the category average (4.88★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.83
Noor Tax Service, Inc. Since 1999How Job match is calculatedBuilt only from reviews Google tagged “Tax planning”:Stars on this job 55%5.00★Number of such jobs 25%3Overall Experts Score 20%87Job match= 82Stars are pulled toward the category average (4.88★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.82Job match = this company’s ★ on reviews Google tagged “Tax planning” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.
What customers said about tax planning
TAX OKCI have been using Phil at TAX OKC for many years. He is very knowledgeable and very helpful. I would highly recommend TAX OKC
Anthony Du EA, Tax Advisor Servic…Great experience with Anthony. I would highly recommend on many levels. Very easy to work with to explain what I needed. No rush. Always allowed additional questions. He will handle all my tax needs moving forward. Thank you!
H & H Accounting and Tax Services…Hattie was absolutely fantastic to work with. We came into the process expecting a complicated and time-consuming experience, but she made everything feel simple and stress-free. Her knowledge and expertise were immediately evident—she navigated our tax documents quickly and efficiently without ever making us feel…
Noor Tax Service, Inc. Since 1999The best in Hamtramck, Michigan. Everyone here are extremely professional and friendly.
E & E Tax ServicesIf you were going anywhere else for your taxes, you seriously need to reevaluate your life.
TAX OKCMurphy Tax services has been managing my family's taxes for more than 25 years. They have been consistently effective in handling us! They also perform tax work for our sons taxes as well... so this is a full family affair. Thanks to Philip and his team, and before him, his sister and Mom! What a great experience we have enjoyed!
Overall ratings
Experts Score 0–100Experts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of document preparation services).
| # | Company | ScoreExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. | FactorsFactor grades, in orderSatisfaction (54%): Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Reliability (24%): How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Craft & service (0%): Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Replies to reviews (7%): How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 |  She Does TaxesOklahoma City, OK | A 100How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 2 | TAX OKCOklahoma City, OK | A 99How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 3 |  Martin's Tax ServiceOklahoma City, OK | A 98How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%98+53.5Reliability 24%97+23.5Value 14%100+14.1Replies to reviews 7%100+7.1Experts Score= 98Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAAA | 4.96 | — |
| 4 |  Rick's Tax ServiceOklahoma City, OK | A 98How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%96+25Value 15%100+15.2Experts Score= 98Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 5 |  The Sheridan Company | Mobile & Remote Online Notary | Nationwide Apostille Facilitator | Document TranslationMidwest City, OK | A 98How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%98+67.8Reliability 31%98+30.2Experts Score= 98Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 4.99 | — |
| 6 | E & E Tax ServicesOklahoma City, OK | A 97How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%94+24.5Value 15%100+15.2Experts Score= 97Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 4.92 | — |
| 7 |  JP Legal Processing ServicesRancho Cucamonga, CA | A 97How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%98+67.8Reliability 31%96+29.5Experts Score= 97Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 4.98 | — |
| 8 | A 97How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%97+67.2Reliability 31%96+29.5Experts Score= 97Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — | |
| 9 |  Total Refund Tax ServicesWarren, MI | A 97How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%97+56.9Reliability 26%96+25Value 15%100+15.2Experts Score= 97Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 10 |  Liebert & Associates CPANorwalk, CT | A 97How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%96+25Value 15%98+14.9Craft & service penalty98−0.2Experts Score= 97Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAA– | 5.00 | — |
| 11 |  Total Tax & Accounting LLCOklahoma City, OK | A 96How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%96+25Value 15%86+13.1Experts Score= 96Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AA– | 5.00 | — |
| 12 |  World FinanceOzark, AL | A 95How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%97+52.9Reliability 24%97+23.5Value 14%90+12.7Replies to reviews 7%80+5.7Experts Score= 95Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AAAAAA | 4.97 | — |
What jobs cost
What customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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Document Preparation Services at a glance
How the 40 document preparation services we rated compare, and what customers praise most.
Experts Score grades
A = score 80+, F = below 20.
- Grade A2973%
- Grade B923%
- Grade C13%
- Grade D13%
- Grade F00%
Google ratings
Average stars per company.
- 4.90★ and up2563%
- 4.80–4.89★615%
- 4.60–4.79★718%
- Below 4.60★25%
What customers praise
Share of Google review highlights.
- Quality18225%
- Professionalism21729%
- Responsiveness17924%
- Punctuality00%
- Value16222%
Was the price fair?
All price verdicts left with reviews.
- Great price18461%
- Reasonable9933%
- Overpriced124%
- Not sure52%
Price verdicts by year
Share calling it great / reasonable / overpriced.
How we grade
Satisfaction (54%) — Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.
Reliability (24%) — How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.
Craft & service (penalty, up to −10) — Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.
Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.
Momentum (penalty, up to −10) — Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.
Replies to reviews (7%) — How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.