| Income
Tax Services
Tax Planning and Preparation for:
Corporations
Individuals; Sole Proprietorships
Partnerships; Limited Liability Corporations; Family Limited Partnerships;
Estates; Trusts; Fiduciary; Gift
Tax Exempt Organizations
Retirement and Employee Benefit Plans
Amended Tax Returns
Filing of back years tax returns
also
Multiple state returns (we do all 50 states, Mexico and Canada)
Efiling - IRS and all 50 states
Our philosophy is that we treat your tax situation
as seriously as our own. Therefore we bill by the return not hourly.
This is so we can give you all the time necessary to get your return
right without you or us having to be concerned about the hourly
cost. We efile all tax returns unless you request that
we not. The cost of efiling the federal return and one state is
included in the cost of your return.
Extensions are free. If you have tax materials
in my office before April 15th and I do not have all the items I
need to complete your return, I will automatically send in an extension
for you. You do not have to remember to call me and request an extension.
Also, if I still do not have all the items I need from you when
the first extension period ends on August 15th I will automatically
send in a second request for you (until October 15th)
I charge depending on the complexity of the issues
involved in your return and the organization of your recordkeeping.
Individual
Trusts
Fiduciary
Retirement/ Employee Benefit Plan
Gift Inactive Corporations / Partnerships / LLC's
Sole Proprietorship
Self Employed
Corporations
Limited Liability Corporations
Partnerships
Limited Liability Corporations
Family Limited Partnerships;
Estates
Tax Exempt Organizations
Bookkeeping Completing Assistance:
If finishing your bookkeeping is a problem because
of questions or confusion, bring the unresolved portion to your
tax return appointment along with a written list of the outstanding
issues. I will complete whatever items I can without your assistance.
and I will direct you how and where to get the other information
you need and clarify any questions have in the process. I can generally
complete such a project in far less time than you can imagine.
Bookkeeping Marathon Service
I offer what I like to call a bookkeeping marathon.
This is for clients who have all their documentation together and
are well organized and just need someone to walk them through the
bookkeeping process so they can get their tax return done. Usually,
after sitting through one of these sessions you will learn enough
to be able to handle your own bookkeeping responsibilities easily
for all future years, if you wish.
Basically, you bring all your cancelled checks,
bank statements, credit card statements, and cash receipts to my
office. I will direct you how to read through your statements and
identify the deductions and work with you on how to best create
your deduction categories. Then I will sit at the computer and input
into an Excel spreadsheet the numbers and categories that you call
out from your statements. Of course, you will be able to ask questions
at anytime and rely on my expertise for sorting through which of
your expenditures are possibly deductible.
This generally takes from 5 to 10 hours. I will
negotiate a flat rate for the entire process with you before we
begin.
Year end tax reporting services:
If you have employees or hire independent contractors
you need to get their W2 forms and 1099's in the mail to them and
the IRS by March 1st.
We prepare the following Information returns:
W2 - Wage & Tax Statement
W3 - Transmittal of Wage & Tax Statements
1099MISC - Miscellaneous Income
1096 - Annual Summary of U.S. Information Returns
also
Form 5500 for retirement plans
IRS Representation
I offer the following services:
Audit Representation - IRS, all states, Franchise Tax Board,
EDD, Board of Equalization
Offer in Compromise
Payment Plans
Penalty Abatement
IRS Appeals
Bankruptcy
Delinquent Tax Returns
Payroll Tax Problems
IRS Bank Levies - Releases
Liens - Release d Removal
Wage Garnishments - Releases
Collections Appeals
Expiration of Statutes
Innocent Spouse
Freedom of Information Requests.
|
