Audrey The Tax Lady, LLC

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Audrey The Tax Lady, LLC Greetings! My name is Audrey Toles, and I am a Wealth Transformation Specialist. You can even call me "The Tax Lady"! Hey, I am Audrey Toles.

My career in the tax industry began two decades ago when I was handpicked to the serve dynamic communities of entrepreneurs Intimately known as the TAX LADY. The Tax industry found me. I had no intentions of becoming a tax lady. After acquiring my Bachelors' degree I was hired by a non-profit. After many years working with them, I got called into the sacred back office to receive the news that: You're being let go of but there is a new opportunity for you if you want it. I know I did not want to not have a job.. I inquire about the new opportunity behold... we own a tax firm and we want to hire you for tax preparation instead. I had no tax knowledge but I am a jack of all trades so I said yes

That yes led me to:

Learn how to do taxes

Become IRS Certified

Consult with over 400 business owners

Prepared over 1000 Taxes

Opened My on Tax Firm

Hired over 25 employees

Helping form over 100 business structures for clients

Transforming financial dis-ease into financial wellness and so much more

I am completely grateful that the Tax industry found me

By being found, I find my true passion: helping people just like get financially healthy, create businesses that stand the financial test of time, build financial freedom and create generational wealth.

10/09/2026

An Open Letter to My Clients

This tax season has been the most challenging season of my entire career.

I have spent many years building my business, serving families, helping business owners, solving tax problems, and doing work that I genuinely love. But this year tested me in ways I was not prepared for—professionally and personally.

I was the victim of a cyberattack and identity theft. My business was impacted, my personal information was compromised, and I found myself trying to navigate something I had never experienced before. I didn't talk much about it because, quite frankly, I was traumatized.

And while I was trying to manage the chaos surrounding my business, life did not stop happening.

I experienced family loss. Business loss. And murder.

There were moments when I was trying to answer emails, prepare returns, communicate with clients, work with agencies, handle business responsibilities, and continue showing up professionally while grieving and trying to process things that had shaken me to my core.

Somewhere along the way, I realized that people sometimes forget that the person on the other side of the email, telephone call, tax return, or business transaction is still a human being.

I am not a robot.

Taxes are what I do, but taxes are not the only thing that happens in my life.

I have a family. I experience grief. I experience fear. I experience disappointment. I get overwhelmed. I hurt. I make mistakes. I have days when I don't have all the answers. And this season, more than any other, reminded me of just how human I really am.

That doesn't mean I don't take responsibility for the areas where I could have communicated better or handled something differently. I do.

But it does mean that I have had to give myself permission to acknowledge that adversity struck me at my core this year.

And for the first time in a very long time, it made me question whether this is still what I am supposed to be doing.

That is difficult for me to admit because I love what I do.

I love helping people understand their taxes. I love solving problems. I love helping business owners make better financial decisions. I love being the person who can walk into a complicated situation and help someone see a way forward.

But this season has changed me.

To the clients who extended patience, grace, compassion, checked on me, prayed for me, sent a kind word, or simply understood that there was a human being behind the business:

THANK YOU.

You may never fully understand how much that meant to me.

And to those who are still angry with me, disappointed in me, or believe that I am the worst of the worst:

THANK YOU, too.

Because this season has taught me that I cannot control everyone's perception of me.

I can only take responsibility for what belongs to me, learn from what happened, correct what I can, strengthen my business, protect my clients, and decide what kind of woman and professional I am going to be on the other side of this.

I will not pretend this year didn't hurt.

I will not pretend I handled every moment perfectly.

And I will not allow one devastating season to erase the years of work, service, relationships, knowledge, and care that came before it.

I am still here.

A little more guarded.
A lot more aware.
Still grieving.
Still healing.
Still learning.

And still deciding what the next chapter of Audrey The Tax Lady will look like.

To everyone who has walked with me through this season with compassion—thank you from the deepest part of my heart.

— Audrey

**Knowing how to use tax software and knowing how to prepare a tax return are two different skills.**The software can do...
10/09/2026

**Knowing how to use tax software and knowing how to prepare a tax return are two different skills.**

The software can do the calculations. You still need to know what belongs on the return, what questions to ask, and when something needs a closer look.

That is why I created **1040 Foundations & Practice**.

This beginner-to-intermediate course is for those getting started in tax preparation—and those who have already prepared returns but need a stronger foundation.

We will work through:

✅ Client intake and asking the right questions
✅ Filing status and dependents
✅ Income, deductions, and credits
✅ Schedule C fundamentals for self-employed clients
✅ Due diligence and documenting your work
✅ Reviewing a return before it is filed

Through practical lessons, interactive workbook activities, and realistic practice scenarios, you will learn to connect the client’s information to the return and explain the decisions you make.

After more than 15 years in tax preparation, I know how much responsibility

**Knowing the answer is important. Understanding why it is the answer is what builds confidence.**Business returns canno...
09/22/2026

**Knowing the answer is important. Understanding why it is the answer is what builds confidence.**

Business returns cannot be mastered through memorization alone.

You need to slow down, follow the numbers, examine the documents and understand the story the business is telling you.

Inside **Beyond the 1040**, I am not simply showing tax professionals how to complete another form. I am teaching them how to think through a business return.

We will work through the details, ask the necessary questions and connect the business activity to the tax treatment—because real confidence comes from understanding what you are doing and why you are doing it.

This is the kind of hands-on instruction I wish more tax professionals received before being expected to prepare business returns on their own.

If you are ready to move beyond hesitation and begin developing real business-return confidence, this course was created for you.

**Beyond the 1040 begins September 30, 2026.**

Comment **BEYOND** or send me a private message for enrollment information.

—Audrey Toles
Founder, Beyond the 1040
Audrey The Tax Lady

**You can prepare individual returns—but are you ready to confidently serve business clients?**Moving beyond the 1040 re...
09/21/2026

**You can prepare individual returns—but are you ready to confidently serve business clients?**

Moving beyond the 1040 requires more than learning where numbers go inside tax software.

You must understand:

• How the business operates
• How the entity is taxed
• How the financial information flows into the return
• How the business return affects the owner’s personal return
• How to recognize when the information in front of you does not make sense

That is the work we will do inside **Beyond the 1040**.

This course was created for established tax preparers who are ready to strengthen their business-tax knowledge, serve more complex clients and become more valuable professionals.

This is not beginner tax training.

This is your next level.

**Beyond the 1040 begins September 30, 2026.**

Comment **BEYOND** or send me a private message for enrollment information.

—Audrey Toles
Founder, Beyond the 1040
Audrey The Tax Lady

**I didn’t create Beyond the 1040 to teach people how to enter numbers into tax software.**I created it because too many...
09/20/2026

**I didn’t create Beyond the 1040 to teach people how to enter numbers into tax software.**

I created it because too many capable tax preparers reach a ceiling. They know how to prepare individual returns, but when a business client walks through the door, they hesitate, refer the client elsewhere or accept the return without fully understanding what they are preparing.

That gap costs tax professionals confidence, credibility and revenue.

After more than 15 years in this industry, I know that growing a serious tax practice requires more than mastering the 1040. You must understand how businesses operate, how business entities are taxed and how those returns connect to the owners behind them.

That is why I created **Beyond the 1040**—a business tax education experience for established tax professionals who are ready to expand beyond individual returns and confidently serve business clients.

This is not a beginner tax-preparation course.

It is for the tax professional who is ready to sharpen their skills, increase their value and build a practice that does not depend solely on individual tax season.

**The course begins September 30, 2026.**

If you are ready to go beyond the 1040, comment **BEYOND** below or send me a private message for enrollment information.

—Audrey Toles
Founder, Beyond the 1040
Audrey The Tax Lady

As we close out this Black History Month series, I want to take a moment to say thank you.Thank you to everyone who read...
02/28/2026

As we close out this Black History Month series, I want to take a moment to say thank you.

Thank you to everyone who read, shared, commented, reflected, and leaned into the stories we honored this month. Highlighting these trailblazers—builders, thinkers, protectors, innovators, and standard-setters—was more than content for me. It was a responsibility and an honor.

Black history is not confined to the past.
It lives in the standards we uphold, the integrity we choose, and the way we serve our communities today.

This series reflects how I show up in my work as well.

If you’re looking for a tax professional who:

Truly cares about their clients,

Takes the time to educate, not just file,

And stays current on the ever-changing tax laws so you don’t have to guess or stress—

Know that I am committed to providing that level of service with excellence, clarity, and care.

Thank you for trusting me with your time, your attention, and your support.
Thank you for being part of a community that values legacy, knowledge, and intention.

Here’s to honoring the past, serving the present, and building the future—together.

— Audrey the Tax Lady 🖤✨

Address

Atlanta, GA

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm
Saturday 11am - 5pm

Telephone

+14702305627

Website

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