Tax Preparation

Each type of return is prepared by our knowledgeable staff.  We have the experience to fully utilize the tax laws to your benefit. Our in-depth interview process enables us to apply your information correctly and effectively. If during the interview additional information is needed to complete your tax returns, you will receive a copy of the interview sheet. This list will enable you to “fill in” the missing pieces, saving you valuable time and additional cost.

Individual Returns

Federal and all state tax returns are prepared with the attention each individual needs. Our in-depth interview process enables us to apply your information correctly and effectively. If during the interview additional information is needed to complete your tax returns, you will receive a copy of the interview sheet. This list will enable you to “fill in” the missing pieces, saving you valuable time and additional cost.

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Sole Proprietor Returns

Sole proprietors’ returns are reported on the schedule C of an individual’s federal return. These returns can create their own unique problems and situations:

• Mileage versus actual expenses?
• Leased or purchased vehicles?

Do you know which ones are best for your situation? Our knowledgeable staff can guide you through all these questions and more.

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Estimated Tax Payments

Our in-depth interview process enables us to apply your information correctly and effectively even into the coming tax year.  Estimated tax payments are required by some individuals (sole proprietors) and corporations. Are you incurring penalty and interest at years’ end because of failure to pay taxes quarterly? These are an unnecessary expense and an irritation. Our knowledgeable staff can guide you through avoiding letters from government agencies by preparing estimated tax coupon forms and guiding through when to make your payments.

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Electronic Filing

Electronic Filing enables individuals and companies the added benefit of faster processing time with both the Federal and State governments. It also enables the individual to receive their refunds quicker and more accurately and to ensure proper filing.

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Multistate Returns

Did you move last year? Earn wages in more than one state? Multistate reporting can be time consuming and give even the most knowledgeable tax preparer a headache. State-of-the-art software is essential to completing multistate tax returns concisely and cost effectively. It also saves the individual additional cost in preparation.

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Limited Liability Companies

Did you know that a LLC actually reports as a partnership for tax purposes?  Did you know that if you do not have two or more members, you report as a Sole Proprietorship (schedule C)?  Did you know to take the extra step of completing a Form 2553 so you report as an S Corporation, Form 1120S?

Limited liability can be reported for tax purposes by many methods. Each reporting method may directly impact your personal tax returns. Is your current reporting method making full benefit of reducing your personal tax bill? Our knowledgeable staff can guide you through all these questions and more.

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Partnerships

Partnerships are reported on Form 1065 and must adhere to the strict guidelines set forth by the federal government on reporting income and expenses by ownership percentage. Because of these guidelines, any profit/loss is reported on an individual’s personal tax return based on percentage of ownership.

Do you know what your liability portion is currently? Our knowledgeable staff can guide you through all these questions and more.

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C Corporation Returns

C Corporations are reported on Form 1120 and are liable for their own taxes. Estimated tax payments are required quarterly in a taxable situation. Are yours being paid on time? Are you incurring penalty and interest at years’ end? These are an unnecessary expense and an irritation.

Did you know that any distributions taken out of the company is taxable to you? Did you know you could earn a W-2 wage from the corporation?

Our knowledgeable staff can guide you through avoiding letters from government agencies by preparing ALL your quarterly and yearly forms in a timely fashion.

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S Corporation Returns

S Corporations are reported on Form 1120S and are informational returns. Any profit or loss generated by the company is reported on the stock holders’ individual tax returns. The profit and/or loss are based on your percentage of ownership. Any taxes are paid by the individual stock holders of the company. Estimated tax payments are required quarterly in a taxable situation.

Did you know that any distributions taken out of the company is taxable to you? That if you do take out distributions, you need to pay estimated tax payments? Are yours being paid on time? Are you incurring penalty and interest at years’ end?

Did you know you could earn a W-2 wage from the corporation?

Our knowledgeable staff can guide you through avoiding letters from government agencies by preparing ALL your quarterly and yearly forms in a timely fashion.

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Estate and Trust Returns

With the tax laws changing every year, every entity needs for someone to look out for them. Our tax preparers have the education and experience to ensure that you receive the most comprehensive implementation of the tax laws to your benefit.

QuickBooks Certified

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