Are you looking for tax preparation and planning services you can trust to help you minimize your taxes and meet all those tax deadlines? And let you focus on running your business and your life?
Do you want tax time to be as easy and painless as possible? Do you want to be a person who wonders why everyone else gets so uptight at tax time?
Do you want a proactive tax preparer that can help you find effective and safe ways to reduce your tax bill?
If this describes you, then you’re in the perfect place to find out about how We can help you with your tax return preparation, fast and easy filing, and tax planning to reduce your tax bill. We serve taxpayers each year, and we can help you save time and money and reduce the stress that goes along with tax time.
We can handle tax return preparation and filing for individuals, businesses, partnerships, S-Corps, LLCs, sole practitioners with businesses, nonprofits needing to file Form 990, and many others!
These days, tax return preparation is best left in the hands of a tax professional with access to highly complex professional tax software and who can check the results against their knowledge of the latest tax laws.
We have invested heavily in state-of-the-art electronic tools and can easily serve all clients in any level of online interaction they enjoy. While many of my younger clients enjoy the complete online experience, I enjoy meeting with my clients any chance I get.
We can help our clients with the following services:
We consider it a safe bet that tax time is probably not your favorite time of the year; there is no Hallmark channel for tax movies! We navigate the maze of forms, requirements, deadlines, and constantly changing tax laws so that you can be aware of the possible financial opportunities available to your specific situations.
No matter what kind of income you have – paycheck income from a job that issues a W-2, contract work with 1099s, social security income, rental income, business income, stock sales, interest and dividend income, unemployment compensation, income from partnerships, LLCs, or S-Corps, or any other type of income – we can help you determine how to account for it on your tax return. We can help you take all of the deductions and credits you are eligible for, such as property taxes, medical expenses, charitable contributions, business expenses, retirement plan contributions, the new 20% business deduction for pass-through entities, child tax credits, and so many more.
There are many types of tax services for individuals:
In any case, I can help you prepare and e-file the correct forms and accompanying schedules based on your individual needs.
Businesses can take many forms – sole proprietorships, partnerships, LLCs, S Corporations, and C Corporations. The type of entity that your business is set up under will depend on the federal and state forms you need to complete to meet your tax requirements. LLCs are taxed in many ways, making it even more complex.
If your business was formed under the wrong entity type, you may be paying far more taxes than you need to. I can help you with an analysis of options so you can optimize your specific tax situation.
Federal and state tax return preparation is just the beginning for business tax needs. You may also have franchise tax, sales tax, payroll tax, and other industry-specific taxes and licenses that you need to keep up with. Managing all your tax deadlines can be a big job that distracts you from more important things you have to do to run your business. And all of these entities will send a notice when they don’t get what they are expecting.
We stay on top of tax deadlines so you don’t have to stress about them. We prepare and file the tax returns that are required for your business. We’ll look hard for every deduction possible, discuss your options with you, and perform your tax compliance work accurately and on time.
Nonprofit tax-exempt organizations have annual IRS return requirements too. They may not need to pay taxes, but they do need to file an information return, the Form 990, with the IRS each year. From 990 includes information on the nonprofit organization’s purpose, finances, and programs.
If your nonprofit needs help preparing and filing its form 990, give us a call.
Are you behind filing a tax return? Have you missed a few years and desire to get caught up?
We can help you prepare and file prior year tax returns. If you have challenges with lost records, We can help you through the process. It’s often not as difficult as you may think. Sometimes all the worry you’ve built up during the time that you haven’t filed can be bigger in your mind than it is if you just get help now to get it done. Take the first step and call us.
When your return is late, there are two penalties running concurrently: failure to pay and failure to file. These penalties only get larger the more time you wait. The best option is to get professional help to work out a payment plan with the IRS or the state. With a tax professionals negotiating for you, it’s very common to get a portion of the amount due forgiven.
There are many reasons a tax return needs to be amended. There may have been an error made when it was originally filed. It could be that a tax law changed, and amending a return puts the taxpayer in a better position. Often, when we review a new client’s prior returns, we may find a missed deduction that will result in a refund. In any case, if you need to amend a return for any reason, we can help you.
If you receive a letter from the IRS, we can help you interpret what they need you to do next. The letter could be a standard routine notice or it could be something bigger like an audit. In either case, We speak the language and are here year-round to help.
Not all tax preparers are the same. When you hire a tax preparer, make sure they:
Feel free to ask me these questions, too! It’s important that you feel comfortable with the tax preparer you choose to work with.
No matter who you hire to do your taxes, please be careful of the rampant frauds surrounding the IRS each year. The IRS will never call you about your return. Do not provide any private information over the phone to people you don’t know, even if they say they are from the IRS.
Here’s a web page form the IRS to educate you about tax scams and abusive preparers so you don’t become a victim of fraud. https://www.irs.gov/compliance/criminal-investigation/tax-fraud-alerts
We're committed to helping you keep your hard-earned money without paying a penny more in taxes than you’re legally required to do. And some of the biggest savings can come when we work together and plan ahead.
We offer proactive tax planning suggestions to save you money when tax time comes. Please give me a call any time of the year, so we can start finding ways to save you money.
All taxpayers need ID numbers to file their taxes. Individuals need a Social Security number or an ITIN for those not eligible for a SSN. Businesses need a Federal employer identification number. If you need help acquiring these IRS IDs, we can help.
To get a free estimate or quote or to discuss any of these services, please give us a call or email. We’ll set up a complimentary, no-obligation initial session so you can find out more about how we can help you with your tax return preparation, filing, and planning needs.