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Sun Loan Company

5.0 (1 review)
Closed • 8:30 am - 6:00 pm

Services - Sun Loan Company

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Round Rock Tax Center

Round Rock Tax Center

(6 reviews)

My husband and I had a corporate move last year from Dallas to Austin, TX and sold a house so we…read moresought professional help with taxes due to the complexity. Round Rock Tax Center exceeds expectations Note that this company is not affiliated with Roni Deutch any longer. We met with "Dee Marshall" at this tax office and were delighted with her service! She asked great questions, offered good advice, sought specific paperwork, and helped us very well. We were made comfortable, given cold water for our thirst, and Dee spent adequate time with us at our meetings together. Since we did not bring all the paperwork we needed, we had to return to visit with her several times and she was patient with us. She provided us with an amortization schedule for home we still own so taxes in the upcoming year will be easier. We did not feel rushed in our meetings with her. Finally, at our third meeting together, she went over all line items, answered all our questions, gave us an organized folder with copies of what she electronically sent on our behalf, and spent time with us talking about what our taxes could potentially be next year. We have had our taxes done professionally at other businesses, however, Round Rock Tax Center went above our expectations. This is what we call "superlative customer service." We encourage others to support this fine business. We will be back with next year's taxes.

Do you need someone that know the "in's and out's" of taxes? Do you need someone who will actually…read morecall you back same day when you leave a message or send an email? Then, Ty and Lei are the people for you!! My husband and I used them last year and this year. We knew we could not use the "Turbo Tax" anymore, as we were a little more complicated and also, wanted a "live" person to talk to! Ty is great! He is very friendly! We called him and asked him many questions! We did 'shop around" and other places charge a LOT more for doing the same services (and sometimes not as nice). We will keep trusting Ty and Round Rock Tax Center for future tax services! Thanks so much!

Larry J Phillips III, CPA - Larry J Phillips III, CPA

Larry J Phillips III, CPA

(27 reviews)

I met Larry about 8 years ago and shortly after that I started using him to do my personal taxes…read more It became very clear that I would never go back to the H&R Blocks of the world after experiencing the attention and personal touch that he brought to the table. In working with Larry, you quickly get the impression that he's not just there to handle the task at hand but to help problem solve and set you on a course towards future success. His genuine passion for helping people is evident in all areas of his life, business included. Years later I started my own consulting business and had him filing my S Corp and personal taxes. As things began to grow I started to realize that I was in over my head in certain areas and I brought Larry on as a consultant to help streamline my systems/processes and lay a solid infrastructure that would allow my business to thrive under current conditions and also handle future growth that I was anticipating. We worked together to develop a phased program over a six month period in an effort to sync many critical components of my business (taxes, budgeting, financial planning, payroll, bookkeeping, invoicing, insurance, etc) for maximum efficiency. As usual, Larry delivered on every level and in the first year after implementing this program my business doubled. As it continues to grow, I lean on Larry constantly for guidance and direction as we are always making adjustments and looking at ways to further refine and streamline the business. I can't begin to express the peace of mind this has brought. Having real stability in my business infrastructure allows me to do I what I do best and serve my own clients with greater focus. Larry brings a diverse background to the table that uniquely qualifies him as not only a trusted tax advisor, but also a skilled business advisor. I can't advocate him enough for anyone out there running a small business and looking to organize your infrastructure and create greater efficiencies. The result for me has been tremendous. While Larry no longer lives in Orange County, CA where I reside, his role in my business remains the same and I look forward to future success with him by my side.

The communication was good. Emails got responded to and phone calls and meetings could be arranged…read more This was appreciated. Getting into their online system, I would get repeat requests to sign up even though I was already in. I also required a special two factor authentication. This would get annoying. Once I got a bill, I got emails at 2am asking for payment. This was also unnecessary. The worst part was advising me on what to do in the case of a marriage separation. Not only did I end up owing so much I had to deplete my emergency fund, but I had to pay 3k to learn that. I was asked once about my filing status and dependencies without being told how devastating it could be if that changed. In addition, they filed an extension, and I now owe interest and penalties. Yes, life changes mean financial hardship. But I was not properly advised and this ended up being the worst experience I've ever had with a CPA.

Sun Loan Company - taxservices - Updated October 2026

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