You’ll need W-2s, 1099s, receipts for deductible expenses, prior-year tax returns, and any relevant financial statements.
Frequently Ask Questions
Tax Preparation
Yes, we specialize in tax preparation and compliance for self-employed individuals, including freelancers, contractors, and small business owners.
Yes, we can prepare and file taxes for individuals and businesses with multi-state filing requirements.
Tax Planning
Tax planning involves analyzing your financial situation to minimize tax liabilities while ensuring compliance with legal obligations. It helps you save money and avoid surprises.
It’s recommended to review your tax plan annually or whenever there are significant life or business changes.
Bookkeeping and Payroll
We provide day-to-day bookkeeping, financial statement preparation, reconciliation, and management reporting services.
Yes, we manage payroll processing, tax filings, and compliance to ensure your employees are paid on time and in compliance with regulations.
Compliance and IRS Representation
We can assist you with audit preparation, representation, and resolving disputes with the IRS to protect your rights and minimize penalties.
Yes, we offer tax debt relief services, including installment agreements, offers in compromise, and penalty abatement.
Pricing and Accessibility
Our pricing depends on the services you require. Contact us for a free consultation and customized quote.
Yes, we offer virtual consultations to accommodate clients across various locations.
We accept credit/debit cards, bank transfers, and other secure payment methods.
Miscellaneous
Yes, we provide year-round support for tax planning, compliance, and any urgent tax-related matters.
We use secure systems and comply with industry best practices to protect your sensitive data.
Yes, we help with entity selection, tax registration, and setting up accounting systems for new businesses.
We work with various industries, including retail, healthcare, real estate, hospitality, and more.
Absolutely! Our tax planning services aim to identify strategies to legally minimize your tax liabilities.