What accounting and tax services do you offer?
We offer a wide range of services including bookkeeping, tax preparation, tax planning, payroll management, financial statements, audit assistance, and more. Our goal is to help you manage your finances efficiently and ensure compliance with tax laws.
How do I get started?
Getting started is easy! Simply contact us through our website or give us a call to schedule a free consultation. We’ll discuss your needs and provide you with a tailored solution.
Do you offer online services?
Yes, we offer online accounting and tax services. Our secure platform allows you to access your financial documents, communicate with our team, and track your progress from anywhere.
What documents do I need to provide for tax filing?
Common documents include W-2s, 1099s, proof of other income, expense receipts, tax deductions, and prior year tax returns. Our team will guide you on any specific documents required based on your individual situation.
Do I need to file taxes if I have no income?
Even if you have no income, you may still be required to file a tax return depending on your personal situation. Contact us to determine your specific filing requirements.
How often should I update my financial records?
It’s important to keep your financial records up to date regularly, typically monthly or quarterly. This helps ensure that you have accurate information for tax filings and financial reporting.
How do you ensure my financial data is secure?
We use advanced encryption and secure cloud storage to protect your financial data. We also adhere to strict privacy policies to ensure your information remains confidential.
How can you help me with business formation and structuring?
We can assist you with choosing the best business structure (e.g., LLC, S-corp, C-corp, partnership) based on your goals, tax implications, and liability concerns. We also guide you through the process of registering your business.
How can I check the status of my tax refund?
We have a section on our website where you can check the status of your tax refund for different states. Additionally, you can check your federal tax refund status online through the IRS website using the “Where’s My Refund?” tool. If you need assistance tracking your refund, we’re here to help.
Can you help me with tax credits for education or childcare?
Yes, we assist clients in claiming tax credits like the Child Tax Credit, Earned Income Tax Credit (EITC), and education-related credits such as the American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit.
Do you help with tax filings for non-residents or expats?
Yes, we assist expatriates and non-residents with tax compliance in both their home country and the U.S. This includes filing the correct forms (such as Form 1040NR), understanding foreign tax credits, and reporting foreign assets.
What is included in the services you offer?
We’ve partnered with Protection Plus to provide you with expert tax audit defense. Through this partnership, we manage all IRS or state tax notices, audits, and inquiries on your behalf. While we work directly with Protection Plus to resolve any issues, you can count on us to handle the entire process. Whether it’s a CP2000 notice or a full audit, we take care of everything, giving you peace of mind and allowing you to focus on what matters most.
Who can benefit from your services?
Our services are suitable for individuals, small businesses, startups, and larger corporations. Whether you’re an individual looking for personal tax assistance or a business needing comprehensive accounting services, we can help.
How much do your services cost?
Our pricing varies depending on the services you need. We offer flexible packages and can provide you with a quote based on the complexity of your needs. Please reach out to us for a personalized estimate.
When is the tax filing deadline?
The standard deadline for individual tax returns is April 15. However, if you need an extension, we can help you file it and provide guidance on the new deadline.
How can you help me reduce my tax liability?
We provide tax planning strategies to minimize your tax liability, including credits, deductions, and other strategies specific to your circumstances. We’ll ensure you take full advantage of all available opportunities.
Can you help me with IRS audits?
Yes, our team has experience assisting with IRS audits. We can represent you before the IRS, help gather necessary documents, and ensure that the process is as smooth as possible.
Can you assist with payroll services?
Yes, we offer comprehensive payroll services, including processing payroll, filing taxes, and handling employee benefits. We ensure that your business is in compliance with all payroll-related tax laws.
Can you help me if I’m behind on my taxes or accounting?
Yes, we can assist you in catching up on overdue taxes, filing past returns, and getting your accounting records back in order. We’ll work with you to create a plan that addresses your back taxes and financial needs.
Do you offer tax preparation for businesses?
Yes, we offer tax preparation services for businesses, including corporations, LLCs, partnerships, and sole proprietors. We’ll help ensure your business taxes are filed accurately and on time.
What happens if I can’t pay my taxes on time?
If you’re unable to pay your taxes by the due date, we can help you explore options such as setting up a payment plan with the IRS, applying for an extension, or requesting an Offer in Compromise.
What if I make a mistake on my tax return?
If you notice a mistake on your tax return after filing, we can help you amend it by submitting an amended return (Form 1040X). We’ll guide you through the correction process to ensure accuracy.
Can you help me prepare for an audit?
Yes, we can help you prepare for an audit by reviewing your tax returns, gathering the necessary documentation, and providing guidance on how to communicate with the IRS or tax authorities.
How do I share my financial documents with you?
You can email them or we can arrange for an in-person meeting. We ensure that all documents are handled with the highest level of confidentiality.
How do I know if your services are right for me?
If you are unsure whether our services are the right fit for your needs, we offer a free consultation where we can evaluate your financial situation and recommend solutions that align with your goals.