Tax Preparation Services that make the “Difference”

A quality tax preparation service is one that has completed every necessary action to save the client money before the physical form is filed. In other words, no stone was left unturned, no value based decision was left on the table. We believe that our service maintains this very practice, allowing the appropriate knowledge to enter the decision making process thereby creating valuable opportunities for our clients to save.

There are several crucial decisions that need to be made before you file your first tax return, such as:

• • • Have you made the appropriate federal election that suits your individual business scenario and needs?
    • Have you fulfilled the necessary requirements of the tax position you have taken on specific transactions in the business?
    • Did you create a complete set of books that reflect all the transactions in the calendar year you are about to file?
    • Have you allowed a qualified accountant to perform a professional review of your ledgers to determine potential risks and potential actions that might help you save?

Hiring a quality tax professional to guide you through the process of owning a business is quite possibly the best thing you can do for your business as a whole. Every action taken by you is going to create a potential tax outcome. You should be taking every step to shield your profits from those tax impacts.

We operate on a flat fee service, in which you pay us only when returns are being filed or due. There is a fixed price for each return. This keeps your cost low, and helps you prepare for when the service is needed.
Below is what your annual tax preparation service will look like:

Annual Forms: Each year depending on your tax status a return will be due, which will summarize the activity in the business and determine your tax. Also note that certain states have a state income tax, and a state income tax return will usually accompany the federal form depending on which state you reside.

Sole Proprietorship: Form 1040/Schedule C; due on 4/15

C-Corporation: Form 1120; due on 4/15

S-Corporation: Form 1120S; due on 3/15

Partnerships: Form 1065; due on 3/15

The state income tax returns for each entity may have due dates that vary from the federal due date. At the time of originating your tax filing requirements we will notify you of those due dates should they vary from the federal return filing date.