Tax Preparation
What Returns Do You Prepare?
We prepare individual, C-corporations, s-corporations, partnerships, Limited Liability Companies, General Partnerships, Limited Partnerships, Trusts, Gift Returns, Foundations and payroll.
How much do you charge?
The best thing to do is to call to get a quote. That said, most of our returns are quoted prior to preparation with new clients. Our fees are based on a fixed fee schedule. In our library from the main menu you can look at the individual and business entity fixed fee schedules. Some clients do not lend themselves to these fixed fee schedules in which case we make that understanding clear up front. Most clients.
Do we need to meet you to get our taxes done?
We serve clients all over the country. Many I have met in person but in many cases I may not have seen them for many years. We work with many other clients who we have never met. A meeting is always welcomed. With everyone’s busy lives, we find many clients prefer to work through email, scans and phone. We often review work with an online meeting where the client and I view their return and support live in a meeting and alter the return live based on our conversations. This tends to be far more productive than a face to face meeting in most cases because we can both see and interact with the final product from our own respective computers.
How do I send my information to you?
Most of our clients will fax, or scan information to us or upload their information to our secure portal from our website.
Tax Disputes & Notices
Do you work with clients who have less than a $10,000 tax debt?
Yes we do. There is a specific reason for this. We look to retain you for a long term relationship not just the up front retainer often demanded by tax resolution companies.
Do you take a large retainer?
We meet with you first to determine if we can even help you. We get a rough idea of what your callenges are and what the best course of action should be. Once that is determined we do take a retainer. Often our retainer is a fraction of what other tax resolution firms charge.
Can I settle for pennies on the dollar?
It is possible to settle for a fraction of what is owed. However, the dirty truth of this business is that the IRS carefully measures your net worth and your ability to pay. Those who have no net worth and limited ability to pay can in fact settle for less than owed. For those with decent jobs, retirement plans, or other assets, the IRS expects you to sell, or change your lifestyle to accommodate their living standards to pay the tax due. Often firms will make promises of a settlement only to spend a year with proposed workouts that end in an installment plan.
New Entity Formation
Is the consultation free?
Yes, the initial consultation on how to form an entity is completely free. We’ll also assist with planning—such as choosing between an LLC, S-Corp, or Corporation—at no charge. However, there is a fee for processing, filing, and submitting the actual paperwork with the appropriate government agencies.
What types of business entities can you help me form?
We assist with forming a wide range of entities including Sole Proprietorships, LLCs, S-Corporations, C-Corporations, and Partnerships. We’ll help you determine the best structure based on your goals, liability preferences, and tax situation.
What’s the difference between an LLC and an S-Corp?
An LLC is more flexible and simpler to maintain, while an S-Corp offers potential tax savings through payroll structuring. We’ll walk you through the pros and cons of each during your consultation.
Do you handle the paperwork and filing?
Yes. Once you’ve decided on your entity type, we take care of preparing, filing, and submitting all required documents with the state and IRS. This includes EIN application, Articles of Organization or Incorporation, and S-Corp election (if applicable).
Do you provide ongoing tax and accounting services after formation?
Yes, we offer a full range of services including tax planning, bookkeeping, payroll, and compliance to help your business run smoothly after formation.