Nancy Phillips
Trusted tax preparer with 17 years of experience — meet online.
Trusted tax preparer with 17 years of experience, proudly serving San Antonio with in-person or online appointments.
Retirement Income
Dependent Eligibility
Child Tax Credit
Self-Employment Income
Business Taxes
Hi, I’m Nancy
Living and working in San Antonio, I focus on providing the dependable guidance customers need to feel fully prepared at tax time. My expertise as an enrolled agent allows me to offer precise, informed direction on every return. I specialize in navigating complex tax scenarios, helping individuals move forward with confidence. I am dedicated to making life easier for my clients by managing the technical details. Away from the office, I love spending time with my family and our three dogs, as well as quilting, sewing, and baking.
Office hours and location
Office hours and location
7550 West IH-10.
San Antonio, TX 78229
(863) 578-0046
Recent reviews from clients
Expert tax prep that works for you
Simple, upfront pricing
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File on your schedule
Your taxes done when it works for you, online or at a TurboTax store or Expert office
Year-round access to experts
Local experts for answers to your tax questions all year long—at no extra cost
Simple and convenient
Hand off your taxes—online or at a TurboTax store or Expert office near you
Individual and business taxes
Personalized guidance for every tax need—from self-employment to W-2s
Simple, upfront pricing
Pay nothing until your expert files
File on your schedule
Your taxes done when it works for you, online or at a TurboTax store or Expert office.
Year-round access to experts
Local experts for answers to your tax questions all year long—at no extra cost.
Simple and convenient
Hand off your taxes—online or at a TurboTax store or Expert office near you.
Individual and business taxes
Own a business? Bookkeeping, estimates, and filing with a dedicated expert year-round.
How it works
Meet your expert in-person or online
No matter how you work with your expert, they’ll understand your tax needs.Hand off your taxes to your expert
Your expert fully handles your taxes, and you can track their progress as they work through your docs.Get every dollar you deserve
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Continue to work with your expert at no extra cost, year-round—and next year.
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TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit, student loan interest, and Schedule 1-A), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Expert Assist Basic at the listed price. Roughly 37% of taxpayers are eligible.
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
- W-2 income
- Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
- IRS standard deduction
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest deduction
- Schedule 1-A deductions for qualified tips, overtime pay, car loan interest, and seniors (65+)
- Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
- Itemized deductions claimed on Schedule A, such as charitable contributions, medical expenses, mortgage interest and state and local tax deductions
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
- Stock sales (including crypto investments)
- Income from rental property or property sales
- Credits, deductions and income reported on other forms or schedules
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TurboTax stores and Expert offices
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