Frank's Tax Service
Overview
Established in 1993, Frank's Tax Service has a proud history of providing expert tax solutions. Founded by Richard and Carol Broadway, the company has grown into a trusted resource for individuals and businesses in the community. Today, the firm is led by Frank Broadway, President, and Teresa Leonard, Vice President, who continue the founders' tradition of integrity, professionalism, and personalized service.
Mission Statement
To empower individuals and businesses with accurate, transparent, and compliant tax solutions that support financial well-being and foster long-term trust.
Services Offered
- Tax Preparation and Filing: Individual and business tax returns, ensuring compliance with all federal and state regulations.
- Taxpayer Representation: Expert representation for audits, appeals, and other IRS interactions.
- Monthly IRS Account Monitoring: Paid service to proactively track taxpayer accounts for any updates or discrepancies.
- Tax Notice Review: Complimentary review and explanation of IRS or state revenue department notices and letters.
- Tax Return Review: Complimentary review of tax returns prepared by third-party professionals or taxpayers.
Unique Features
- Client Portal: Secure and user-friendly online portal for exchanging files quickly and efficiently. Clients can access the portal via the company website at www.frankstaxservice.com/client-upload-portal.
- Transparent Practices: Clear communication and straightforward advice, including no fees for explaining IRS notices or reviewing third-party tax returns.
- Local and Accessible: Conveniently located at 16 W 5th Ave, Lexington, NC 27292, with services tailored to the needs of the local community.
Technology and Security
Frank's Tax Service takes data security seriously. Client information is encrypted, with backups performed daily and stored securely both locally and in the cloud. The office is equipped with state-of-the-art security systems, including monitored alarms and surveillance. Access to sensitive data is restricted and protected by strong cybersecurity measures such as firewalls, VPNs, and multi-factor authentication.
Leadership
- Frank M. Broadway, President, brings expertise and dedication to ensuring clients receive the highest standard of tax services.
- Teresa Leonard, Vice President, collaborates closely with Frank to maintain the company’s strong commitment to professionalism and client care.
Our Team
The skilled team at Frank's Tax Service is dedicated to providing personalized and accurate tax assistance. With four employees who share the leadership's commitment to excellence, the firm ensures every client receives professional and timely service.
Community Involvement
Frank's Tax Service is deeply connected to the Lexington community. Frank Broadway, the company’s President, is also the Chair of the NCSEA's IT Committee, where he actively contributes to advancing technology in the tax profession.
Why Choose Us?
Clients choose Frank's Tax Service for our expertise, commitment to client satisfaction, and proven track record of results. Whether you're seeking help with a simple tax return or facing a complex IRS issue, you can trust us to deliver exceptional service tailored to your needs.