Business Services

Income Tax Preparation & Planning

  • Personal
  • Corporate Partnerships
  • Corporation and LLC Setups

Tax Problem Resolution

  • Back Taxes and Filing
  • Liens and Levies
  • IRS Letters
  • Representation

Bookkeeping

  • Monthly
  • Quarterly
  • Pro Forma and Statements

Payroll

  • Paper Checks
  • Direct Deposit
  • Weekly, Bi-weekly and Monthly

Individual and Business Tax Preparation

Let us take the hassle out of your taxes this year. We have helped many individuals and small business owners find peace of mind knowing that they received the largest return possible!

Before you prepare your taxes, gather all the documents you need to prepare a complete tax return.

Income documents

  • W-2s
  • 1099s
  • Proof of jury duty pay
  • Proof of alimony you received
  • Social Security statement (1099-SSA)
  • Dividend and interest statements (1099-DIV and 1099-INT)
  • Retirement distributions (1099-R)
  • Brokerage statements (1099-B), along with statements showing when you bought and sold your investments
  • K-1 statements reporting profits from partnerships, trusts, and small businesses,
  • Record of income and expenses for your rental property
  • Record of income and expenses for your self-employment

Other tax documents

  • HUD-1 Escrow statement for property you bought or sold,
  • Summary of moving expenses,
  • Summary of educational expenses (college tuition),
  • Summary of your child care, day care, or adult day care expenses,
  • IRA contributions (traditional, SEP, or rollovers)
  • Student loan interest paid (1098-E)

Tax deduction documents

  • Health care expenses (doctors, dentists, health insurance, eyecare, medicine)
  • Real estate taxes
  • Motor vehicle registration
  • Mortgage interest paid (1098)
  • Gifts to charity
  • Last year’s tax preparation fees
  • Job-related expenses (union dues, job education, uniforms)
  • Loss of property due to casualty or theft
  • Gambling losses

 

Request More Information

If you have any questions or simply need help sorting through your tax information, please use our confidential quick response form below and we will respond quickly.

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