Tax consulting services are provided in the areas of tax preparation, tax planning, payroll compliance, and taxpayer representation and resolution.
We specialize in helping families who have children or dependents with special needs, people with disabilities, small business owners, non-profits, ministers, and churches comply with federal and state tax law. Click to view our pricing.
Compliance with tax law includes tax filing, tax payments, and representation.
Individual taxes includes the entire range of 1040 tax returns and the related schedules. For all tax clients your files are sent to us using a secure form that allows you to upload documents like your W-2’s, 1099’s, 1098’s, etc for us to prepare your return. Your return is prepared and sent to you electronically for your final approval before it is filed with the IRS or appropriate state tax agency. Some states or localities do not permit electronic filing, and in those cases you will be sent the necessary forms for mailing to the appropriate tax agency. Click to view our pricing.
We are specialists in filing returns for families who have children or dependents with disabilities or special needs as well as preparing returns for people with disabilities or special needs who are in the workforce, entrepreneurs, or receive income from multiple sources.
Tax Issues for Ministers
Ministers enjoy special treatment under tax law. As a result it can be costly if you make a mistake as a pastor or member of the clergy. We can help you file your personal income tax, structure your accountable program, housing allowance, and overall compensation plan including retirement. WE also provide resolutions for your church to adopt annually setting your compensation and allowances. It is vital you review your compensation and in particular your housing allowance every year. We can help you ensure that you do not get taxed on extra funds from your church or religious organization. Click to view our pricing.
If you run a small business you have additional tax compliance issues that you must address each year, each quarter, and sometimes even each month. We assist you with estimating your quarterly taxes to be paid. We can also assist you with running payroll or establishing a draw account. Retirement plans are a powerful tool for business owners and we can guide you to the best retirement plan options for your business including any employees. As a business owner if you have elected to have your business taxed as a separate entity you can have us file your 1120, 1120S, or 1065 tax returns. Click to view our pricing.
Non Profit Tax Compliance
Non profits, like ministers and churches enjoy special privileges under federal tax law. From seemingly simple things like helping your donors substantiate their gifts, to filing your annual 990 information return or reporting unrelated business income; our practice can aid you in your compliance efforts. Non profit organizations also run the risk of having difficulties with the IRS when it comes to employees, independent contractors, and volunteers. Utilizing our payroll compliance services you will avoid the biggest headache for growing non profits; payroll tax filing. Click to view our pricing.
While statistically overall audits from the IRS have fallen in recent years, taxpayers are seeing a rise in what are termed correspondence audits. These are audits that are conducted completely through the mail and typically address things like differences in what you report on your tax return and what another organization such as your employer, retirement plan, or investment firm report to the IRS. We provide coverage for these types of audits as part of our overall tax preparation service. In person audits are covered through audit protection services that we offer as part of tax preparation. Taxpayer representation and resolution services are also available outside of return preparation. Click to view our pricing.