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TAX SERVICES

Tax Preparation

Paying taxes may be the law, but no one said you should over pay! Nine in ten business owners overpay in taxes due to unclaimed business expenses. While there are several online tax services available, nothing compares to the assistance you will receive using a tax professional. The benefits of using an Enrolled Agent is the ability to prepare tax returns across state lines and our technical expertise in the field of taxation.

What is offered

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  • Provide a checklist, also know as a tax organizer, to gather all your tax documentation and ask the right questions in case you missed something. 

  • Compare current year with prior year tax information to identify any significant changes that may have occurred. 

  • Review and recheck any potential issues that may pose as a problem for the IRS.

  • Electronically file all tax returns for faster refunds and processing time.

  • Advise you on any adjustments that should be made to your payroll withholding to avoid future underpayment penalties.

  • Inform you on potential deductions for next year as well as new tax reforms that may assist in tax savings. 

  • Assist small businesses gather their year end information. End of year bookkeeping services are offered as well as tools you can use to prepare for the following tax year. 

Tax Planning

​An analysis of your financial situation from a tax perspective is key to successfully and legally reducing tax liability. Effective tax planning can significantly benefit your financial position and covers several different areas such as, the timing of income, timing of purchases and planning for other expenditures. If you have a business, the type of entity formed can have huge tax implications so it is important to understand the tax consequences of the different types of entities.

Tax Problems

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Tax problems can be overwhelming and stressful. Whether you owe back taxes to the IRS or need to file tax returns for previous years, my firm can assist you. The most important thing to note is never ignore the IRS! They will never go away and will continue to charge interest and penalties on any tax owed until paid in full. They can also levy, file a lien against you, and even seize your property depending on your situation. 

 

Below is a list of topics my firm can assist with to help you get back on track.

 

  • IRS Notices

  • Non-Filed Tax Returns

  • Payroll Tax Problems

  • IRS Liens

  • IRS Levies

  • IRS Seizures

  • IRS Payment Plan 

  • Offer in Compromise

  • Innocent Spouse Relief

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