Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

Our individual tax service is completed through a simple online process. After contacting our firm, you will receive a client portal, along with a tax form checklist and tax form deductions list. Once you have uploaded your documents, our team will begin preparing your taxes.

Here’s what our tax division gives you…

• Tax Form Checklist
• Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
• Upon approval, your tax return can be filed electronically to get a refund back quicker.
• Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest-free loan for up to 16 months?
• We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.
• Refund Direct Deposit Options
• Pre & Post Tax Consultation

Business Returns

Suppose you need business tax preparation services. The service includes One personal return with a Schedule C.

• Sole Proprietors & LLC Tax Returns – the initial pricing is flexible and can vary with additional requirements. These business structures offer simplicity in taxation, as profits are taxed on the owner's personal return. Returns are typically due on April 15th each year, with a six-month extension available if needed. Our services include handling the electronic filing process and ensuring all paperwork is accurately completed. Quarterly installment payments are also an option for these entities. 
• California LLCs require an additional tax return, which is included.   If filed separately, then we bill accordingly. 

The service includes completing a Federal Business Return and one (1) State Business Return.

• Partnership Tax Returns – Partnerships, which distribute profits among partners, also have tax benefits. Their returns are due on March 15th annually, with a six-month extension available. Partnerships with over $10 million in assets must be filed electronically, and installment payments are accepted in the same months as for corporations. Our services include electronic filing and managing all necessary documentation.
• S Corporation Tax Returns –  S Corporations elect to pass corporate income, losses, deductions, and credits through to their shareholders for federal tax purposes. Shareholders of S corporations report the flow-through of income and losses on their personal tax returns and are assessed tax at their individual income tax rates. This allows S corporations to avoid double taxation on corporate income. S corporations are responsible for tax on certain built-in gains and passive income at the entity level. S corporation tax returns are typically due on March 15th each year; however, S corporations may request a six-month extension.  
• C Corporation Tax Returns - Corporate structures can have significant tax advantages since these structures allow the corporation to pay tax on profits instead of the owner.  Corporate tax returns are typically due on April 15th each year; however, corporations may request a six-month extension. If your corporation has more than $10 million in assets, you must file the tax returns online. We can file online on behalf of your business, but all the paperwork must be filed electronically. Corporations can also make installments in April, June, September, and December. 
• Non-Profit Tax Returns - These entities file Form 990, with deadlines varying based on their fiscal year-end. Our services adapt to each non-profit's unique requirements, ensuring compliance and efficient electronic filing.  

To begin the process, simply upload your documents to our secured portal.  

Books A Mess? No Problem!

If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.

Need A Remote Accounting Team? No Problem!

Our Virtual CFO service equips you with a remote accounting team that enables you to gain financial clarity, control and consistently increase cash flow and profit. With our proven financial support, you will bridge the gap between where you are and where you desire to be.