Need To File Taxes?

It has been a couple of years since you filed taxes. Or maybe it has been longer. You may be asking yourself, how did I get into this situation?

  • I got laid off and didn’t have the money to file taxes.

  • My accountant disappeared and I didn’t know who to trust.

  • I lost my paperwork.

  • I forgot that I had to file taxes.

Still, regardless of what has happened in the past or how you may feel in the present, the obligation to file your income taxes is real. It’s also not going anywhere. There is no shortage of software companies promising just a few mouse clicks between you and IRS compliance. But like so many things that seem too good to be true, the reality is these claims don’t hold up. You need something tailored to your specific needs. Your financial stability is at stake.

Private Clients

You Need advice.

This is where we come in. We have a plan to make sure your taxes are filed correctly, and your questions are answered.

  • We’ll contact the IRS and State Government to find out what years are missing.

  • We’ll get a copy of your Wage and Income transcripts so we can prepare your returns.

  • We’ll file your tax returns and discuss payment arrangements.

We’ll give you a clear list of items needed to prepare your past due tax returns

Did You Receive An IRS Notice?

After weeks or months without a letter from the IRS it may be tempting to think you have slipped through the cracks. Deep down you know it is only a matter of time until a notice arrives. And when they do, words like “levy,” “garnishment,” “interest,” and “penalties” will all be included. Whether or not we agree with it is largely immaterial. It has to be dealt with, but navigating it alone seems daunting and unwise.

We agree.

We can help you interpret the IRS Notice and determine your timeline. Here is how we can guide you through the process.

  • Contact us so we can create your Secure Portal for you to Upload Your Documents.

  • Sign a Taxpayer Authorization Form so we can begin researching your specific situation.

  • Pay the retainer fee so we can begin the process.

Professional firms

For Our Customers We Successfully Create And Execute Plans To:

  • Prepare personal income tax returns – including all necessary schedules, worksheets and documentation for federal, state, and local taxes that may apply. We file electronically for faster refunds.

  • Calculate estimated tax payments and W-4 withholdings for the upcoming year.

  • Represent our clients in front of the IRS and State Government, if necessary.

In Addition To These Services, We Set Ourselves Apart By Providing:

  • Tax planning and consulting – including long-term financial planning, tax optimization strategies, and advice to ethically minimize your tax liability

  • Specific life situation tax planning, such as the birth of a child, marriage, or divorce.

  • Bank loan advice – because the structure of your tax return affects loan approval.

Professional firms

Get a personal consultation.