Tax preparation in Waterloo, IA
Waterloo (pop. 68,460) has 159 credentialed tax preparers — about 23.2 per 10,000 residents.
Credentialed preparers
159
43 CPAs · 7 EAs · 9 attorneys
Returns filed
31,380
IRS SOI, ZIP-level
Avg. AGI per return
$61,894
Avg. refund
$2,852
76% of returns get one
Self-employment share
13.0%
returns w/ Schedule C income
Use a paid preparer
56%
share of local returns
Free prep returns (VITA)
250
IRS-assisted filings
Need tax help in Waterloo?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
56% of Waterloo filers already use a paid preparer — see if it makes sense for you.
Tax services in Waterloo
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
Credentialed preparers in Waterloo
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| ADAMS EVENSON & CO PC | CPA | 50701 | 319-232-1943 |
| Lloyd Accounting, Inc. | CPA | 50701 | 5153260818 |
| Creative Planningsite | CPA | 50703-4618 | 319-234-6885 |
| Klatt, Augustine & Rastede, P.C. | Other | 50701 | (319) 232-3304 |
| JVG REVELATION CHURCH WORDsite | Other | 50703-4757 | (641) 200-1291 |
| Quality Accounting Servicessite | CPA · AFSP | 50703 | 3192342813 |
| Classic Tax Inc | Other | 50701 | 3194295931 |
| Creative Planningsite | CPA | 50703 | 319-296-7718 |
| Integrated Accounting Solutions | Other | 50701 | 3192967933 |
| HR Block | Other | 50702 | 3192319196 |
| Creative Planning | CPA | 50703 | 3192308575 |
| TRAVIS BOVY | CPA | 50701 | 3192967933 |
FAQ
How many tax preparers are in Waterloo?
The IRS lists 159 credentialed tax preparers in Waterloo, IA — including 43 CPAs, 7 enrolled agents, and 9 tax attorneys.
What's the average tax refund in Waterloo?
Returns filed from Waterloo ZIP codes average a refund of $2,852, and roughly 76% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.