We provide full-service tax preparation and filing for individuals and businesses. Our services include federal and state income tax filing, franchise tax reports, sales and use tax filings, tax amendments, and IRS problem resolution.

Please bring the following documents to your appointment:

Proof of Identification

• Social Security Cards or ITIN, must bring original Letter

• Driver Licenses, ID/Passports

• Dependents Birth certificate and Social Security card

• School Records/ Insurance Form 1095B / Medical Records

Forms (if applicable)

• W2 or Social Security Benefits

• 1099-NEC

• 1099-R (Retirement)

• 1099-G Unemployment

• 1099-DIV

• 1099-INT

• 1099-B (stocks)

• 1099-S Property sold

• 1098 Form Mortgage Interest

• 1098T University/College Form

• Form 1095-A

• Daycare Forms

Documents

• Business Returns, EIN, 1099 Forms, Any Expenses

• Bank account (Routing # & Account #) – VOID check or screenshot

• Self-Employed Business Expenses (Summarized Totals)

It typically takes 21 days for you to receive your refund. Check your status here: https://sa.www4.irs.gov/wmr/

The IRS has a specific pre-defined date each year when they start accepting tax filings. This date varies annually.

You should file an amendment if you:

• Forgot to report income or deductions

• Received new tax documents

• Need to correct an error

• Qualify for a missed tax credit
  

You may need:

• Original tax return

• New or corrected tax documents (W-2, 1099, etc.)

• Supporting receipts or statements

• IRS notice (if you received one)

IRS notices can relate to missing information, a past-due balance, or even an audit.

Do not ignore the notice.

We can review the letter, explain what it means, and guide you on the proper steps to resolve the issue quickly and correctly. Schedule an appointment and bring all original documents sent from the IRS.

If you need more time to file your tax return, then we can file Form 4868, which will extend the due date of your return for six months (individual returns only).

Yes. Late payment results in IRS penalties and interest. In many cases, we can request a penalty abatement based on “reasonable cause,” such as:

• Illness or medical emergency

• Loss, disaster, or unexpected hardship

• Death in the family

• Other circumstances beyond your control

We have extensive experience in filing penalty abatement requests and can determine if you qualify. However, the extension for filing your taxes is NOT an extension for paying your taxes. If you owe taxes, you must pay the tax due in full by the due date of the return, or the IRS will assess interest and penalties on the balance.

Please contact us to see if we can assist you.

The IRS generally has 10 years from the assessment date to collect a tax debt. We can:

• Obtain your IRS transcripts

• Determine when your collection statute expires

• Assess whether payment plans or settlement options

Payroll tax issues are a top priority for the IRS and considered extremely serious because payroll taxes are trust fund taxes. The IRS can:

• Shut down your business

• Hold you personally responsible for the trust fund portion

This situation should not be handled without professional representation.

We can communicate with the IRS, protect your rights, and help resolve the issue before enforcement action occurs.

Yes. We work with self-employed clients, small businesses, trucking companies, rental property owners, multi-state filers, and clients with IRS issues. We ensure your filing is accurate and compliant.

We prepare tax returns for all business entities, including:

• Sole Proprietorships (Schedule C)

• Single-Member LLCs

• Multi-Member LLCs (Form 1065)

• Partnerships

• S Corporations (Form 1120-S)

• C Corporations (Form 1120)

• Nonprofits and special entity returns

Documents vary by business type but may include:

• Profit & Loss (Income) Statement

• Balance Sheet

• Bank and credit card statements

• Payroll records

• Inventory reports (if applicable)

• List of assets purchased or sold

• Mileage logs and deductible expenses

• Prior-year business tax return

If your books aren’t up to date, we can assist with bookkeeping cleanup before filing.

In many cases, yes. LLCs, corporations, and certain partnerships are required to file annual returns even if there was no activity. Filing prevents penalties and keeps your business in good standing.

Absolutely. We can:

• File back-year business returns

• Communicate with the IRS for you

• Set up payment plans if needed

• Help resolve penalties and compliance issues

Yes. We handle the full process, including:

• Gathering payroll information

• Preparing accurate quarterly returns

• Filing electronically

• Ensuring tax deposits match IRS requirements

• Correcting errors with Form 941-X if adjustments are needed

To complete Form 941 accurately, you may need:

• Total wages paid for the quarter

• Federal income tax withheld

• Social Security and Medicare wages/tips

• Employer and employee tax amounts

• Payroll summaries

• Any adjustments or sick pay credits

• Deposit records for payroll taxes

• Third-party sick pay information (if applicable)

Franchise tax is a state-required tax that businesses must pay to legally operate, even if no income was earned. Requirements vary by state.

You will typically need:

• Business EIN and entity details

• Annual revenue or margin information

• Financial statements

• Prior franchise tax filings (if applicable)

If your business sells taxable goods or services, collects sales tax, or purchases items online without tax applied, you must file sales and use tax returns.

Common documents include:

• Sales reports

• Receipts for purchases made without tax

• Point-of-sale (POS) summaries

• Marketplace seller reports (if applicable)