Individual Tax Preparation

We offer tax preparation, along with a variety of methods for you to receive your tax refund in the smallest amount of time possible. The federal tax code is reformed annually by congress and is constantly in a state of flux. Most non-tax professionals, aka average tax payers, are intimidated by the IRS and their governing body, the department of the Treasury. We offer you the comfort of knowing that your tax filing is in the hands of experienced professionals. Whether you are filing a simple return with only some income coming from W2s or if you are self-employed and are itemizing dedications; our tax filing services are focused on minimizing your tax liability and making sure that you get the full deductions and credits you are qualified for.

Business Tax Preparation

We offer comprehensive business tax filing services, not just for individuals and sole-proprietors but for Corporations, LLCs, Estates, Trusts, and Non Profits, as well. Our network of experienced tax professionals can look beyond the numbers and help you not just file your business tax return but help you better manage your profits and losses. Corporate tax planning and filing is complex to say the least and certainly varies with every client. Let us quote your business tax needs and we are confident that our services and prices will beat the competition.

IRS Tax Resolution Solutions

Are you behind on filing your federal income tax return or paying your federal IRS taxes in the last year or more? If so, you’re not alone. More than 22 million taxpayers in the U.S. have either failed to file a tax return or are behind in paying their IRS taxes due, and that was before the pandemic hit. 

If things have been tight financially, it can be easy to ignore the task of filing and paying your federal taxes to the IRS. You might think that you can get caught up “next year” when things get better.  Only, unfortunately, they don’t get better. You skip tax filing again. And maybe again.

Initially, you might think you’ve gotten away with not paying the IRS. But in a year or two, they will catch up with you. While you procrastinate, the penalties and interest will build up to a dollar amount that is way more than what you would have owed if you had filed and paid on time. 

Letters from the IRS will come eventually. If you let it go too long, they can take away your assets.  By then, the penalties and interest will be so high that it will feel like an impossible situation to get out of. 

Here are just a few of the powers that the IRS has to collect your debt:

·         The IRS can freeze your bank account and clean out your cash.

·         They can garnish your wages, meaning they can take away your paycheck, plus they notify your boss of your IRS debt which can be very embarrassing.

·         IRS officers can take away your car, house, boat, and other big assets.

·         They can take your retirement fund and garnish part of your social security payment.

·         The IRS can restrict your travel by seizing your passport. 

·         They can take away your jewelry, including family heirlooms.

·         The IRS can take away things like furs, art, and gun collections.

·         If you’re self-employed, the IRS can notify your business’s vendors of your debt which can be professionally embarrassing.

Worse, if you’re driven to bankruptcy, there’s a chance it might not end there.  The rules are complicated, but some of your IRS debt may not be forgiven if you declare bankruptcy.

Just the anxiety alone is not worth getting this far behind on your taxes.  You may even be losing sleep over all of these IRS debt problems.  Especially now, everyone needs to keep their stress level low and their immune system in tip-top shape to fight the virus. For some people in high risk health categories, this added stress could cause a more severe illness.  And that’s the last thing you need because in a worst-case scenario, that can lead to lost wages and hospital bills on top of your IRS debt. 

Owing the IRS debt can cause serious problems in your marriage too. There have been plenty of divorces when the two partners disagree on money issues. When IRS debt and your bad credit are added to the conflict, your marriage can be in real jeopardy.  

Tax Planning & Strategies

Tax planning is taking tax return preparation to the next level. We take a proactive approach to each client's tax situation and try to help plan for more informed, better tax filing seasons from our first visit forward. Strategy is crucial to minimizing tax liabilities and maximizing available deductions and credits. The tax code is constantly changing and it takes constant diligence to stay on top of current changes. Do not simply react each spring when it is time to file your tax return; the time to plan and craft a beneficial tax strategy is before December 31^st!

BRING All of the following that is applicable to your tax situation.

Personal information:

The IRS needs to know exactly who's filing and who is covered in your tax return. To do this, you will need Social Security numbers and dates of birth for you, your spouse, and your dependents:

Information about your income:

• Income from jobs: forms W-2 for you and your spouse
• Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
• Income from state and local income tax refunds and/or unemployment: forms 1099-G
• Taxable alimony received (Applicable to divorces finalized before January 1, 2019)
• Business or farming income—profit/loss statement, capital equipment information
• If you use your home for business—home size, office size, home expenses, office expenses.
• IRA/pension distributions—forms 1099-R, 8606
• Rental property income/expense—profit/Loss statement, rental property suspended loss information
• Social Security benefits—forms SSA-1099
• Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)
• Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer
• Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

Adjustments to your income:

The following can help reduce the amount of your income that is taxed, which can increase your tax refund or lower the amount you owe.

• IRA contributions
• Energy credits
• Student loan interest
• Medical Savings Account (MSA) contributions
• Moving expenses (for tax years prior to 2018 only for federal returns but your state might still allow it)
• Self-employed health insurance payments
• Keogh, SEP, SIMPLE and other self-employed pension plans
• Alimony paid that is tax deductible (Applicable to divorces finalized before January 1, 2019)
• Educator expenses

Itemized tax deductions and credits:

The government offers a number of deductions and credits to help lower the tax burden on individuals, which means more money in your pocket. You'll need the following documentation to make sure you get all the deductions and credits you deserve.

• Child care costs—provider's name, address, tax id, and amount paid
• Education costs—forms 1098-T, education expenses
• Adoption costs—SSN of child, legal, medical, and transportation costs
• Home mortgage interest and points you paid—Forms 1098
• Investment interest expense
• Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses
• Casualty and theft losses—amount of damage, insurance reimbursements
• Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.)  (for tax years prior to 2018 only for federal returns but your state might still allow it)
• Medical and dental expenses

Taxes you've paid:

Properly documenting the taxes you've already paid can keep you from overpaying.

• State and local income taxes paid
• Real estate taxes paid
• Personal property taxes—vehicle license fee based on value

Other information:

• Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.
• Direct deposit information—routing and account numbers
• Foreign bank account information—location, name of bank, account number, peak value of account during the year

Location Information

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