Tax Services
Personal & Business Tax Preparation
All 50 State Tax Preparation
Fast & Accurate Filing
Direct Deposit, Check, or Prepaid Visa
Open Year-Round
Over 30 Years Experience
No Out-of-Pocket Options
Filing Options
Schedule Virtual Appointment
Schedule In-Person Appointment
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Secure Email: Info@pmtfinancial.com
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Get your taxes prepared fast and accurate with the professionals at Preferred Tax Service. We offer several programs that allow you to choose how...and how fast you receive your tax refund. If you want your refund in a hurry or if you want to wait, we have a program for you.
Income Tax Preparation
At Preferred Tax Service, we provide professional, fast, and accurate tax preparation for individuals and businesses, helping you get the maximum refund you’re entitled to.
Business Returns
Business tax return preparation is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor we can prepare your tax return and help minimize taxes owed.
Fast Refunds
Received your refund by: Direct Deposit, Check printed in office or Pre-Paid Visa
Electronic Filing
You can trust Preferred Tax Service; an IRS authorized e-filer to get your taxes filed electronically. Electronic Filing-or E-Filing is a tax preparation service we offer that transmits your tax return information directly to the IRS. E-filing increases the speed, security, and accuracy of your taxes. The IRS e-file program is the fastest way to receive your income tax refund.
Pay Out Of Pocket
There are several options available to taxpayers for receiving their tax refunds. Paying out of pocket allows refunds sent by paper check through the mail or direct deposit into a savings or checking account. Using direct deposit can avoid undeliverable checks returned to the post office and the possibility of lost, stolen or forged checks. Direct Deposit is simple, safe and convenient.
No Out of Pocket Costs Program
You can pay your tax preparation fee directly from your federal refund with our Refund Transfer (RT) option, offered through our partnership with EPS Financial. This means no out-of-pocket cost—your fee is simply deducted from your refund when you e-file.
Open Year Round
Preferred Tax Service is open year-round to provide professional and confidential tax services whenever you need them.
Meet Our Founder & CEO
Marilyn Goree Butler
NMLS #289629
Sr. Loan Officer / President
122 S. Congress St., Winnsboro, SC 29180
Marilyn Goree Butler, President and Sr. Loan Officer of Preferred Mortgage & Tax Service, has dedicated over 28 years to helping clients achieve their financial goals with confidence and peace of mind. With a vision to create a company built on integrity, personalized service, and lasting relationships, Marilyn founded Preferred Mortgage & Tax Service to provide clients with expert guidance in both mortgages and taxes—guidance that is as trustworthy as it is effective.
Anne Noble
NMLS #367109
SR. LOAN OFFICER/BRANCH MGR.
128 Porcher Dr. Bonneau Beach, SC 29431
Anne Noble has over 20 years of experience in the mortgage industry. She helps clients with a wide range of loan options, including FHA, VA, USDA, conventional, renovation, and construction loans. Anne enjoys helping all types of buyers, from first-time homeowners to those with unique credit situations, and takes pride in finding solutions that fit each client’s needs. She joined Preferred Mortgage Financial in 2014 and was promoted to Branch Manager in 2018, leading her Charleston, SC team with dedication and care. Contact: 843-478-1360
Michael Thompson, MBA
SR. LOAN PROCESSOR
ASSISTANT
122 S. Congress St., Winnsboro, SC 29180
Brandice is a Loan Officer and Income Tax Assistant at Preferred Mortgage and Tax Service. She reviews information for home loan purchases and refinances, helping first-time buyers achieve their dream of homeownership and assisting existing homeowners with additional property purchases. Brandice also supports Preferred Tax Service with data entry and customer service. With experience in government agencies, banks, and top insurance companies, she enjoys solving problems and finding solutions for clients. Passionate about helping others, Brandice has volunteered with hospitals, churches, and community events. Her favorite scripture is Psalm 37:4: “Delight thyself also in the Lord: and he shall give thee the desires of thine heart.”
Our Mission
Empowering your financial journey with clarity
Our mission is simple: to provide trusted financial advice that helps our clients build, grow, and protect their wealth. We strive to offer clear, actionable insights and tailored solutions that align with your unique goals and values. Whether you’re planning for retirement, growing your investments, or securing your family’s future, we’re here to guide you every step of the way.
Our Values
Principles That Drive Our Commitment to You
We prioritize integrity, offering transparent and honest guidance you can trust. Our client-centered service puts your goals first, ensuring every strategy is tailored to what matters most to you. We also believe in building long-term partnerships, providing dedicated support as your needs and financial situation evolve over time. These values shape our commitment to helping you achieve financial success with confidence and clarity.
Our Approach
Principles That Drive Our Commitment to You
Our process begins by getting to know you—your aspirations, challenges, and what matters most. From there, we create a comprehensive plan designed to help you achieve lasting financial security and peace of mind. With ongoing support and regular reviews, we ensure your plan stays aligned with your changing needs and market conditions.
Our Team
Experience You Can Count On, Expertise You Can Trust
Our team of experienced financial advisors brings together a wealth of knowledge in areas like investment management, retirement planning, estate planning, and more. With decades of experience, we are equipped to guide clients through every financial milestone, from the early stages of wealth accumulation to legacy planning.