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Income Tax Preparation
CAREFUL RESEARCH AND PREPARATION of your personal income tax returns with the objective of calculating the lowest federal and state income tax that you owe by law. We stand behind our work. In 20 years in business, we had only 3 audits. In all 3 cases the IRS agreed with claims and made no change in tax. One of our clients had to go as far as tax court, but with our assistance. The case is public record and can be found www.ustaxcourt.gov, docket number 0272236-07S
DETERMINING WHAT INCOME IS TAXABLE AND WHAT IS NOT to ensure you pay tax only on the income the law requires.CHECKING ALL ALLOWABLE DEDUCTIONS, ADJUSTMENTS AND CREDITS to ensure that we identify every personal and business deduction or credit to which you are legally entitled.
CHECKING DIFFERENT FILING STATUS to see whether a couple will pay the lowest tax by filing joint or separate tax returns
CALCULATING ALL POSSIBLE OPTIONS FOR PART-YEAR STATE RESIDENTS to ensure clients claim the largest deductions and exemptions allowed resulting in the lowest state tax due.
Representation for Audits, Back Taxes and Other Income Tax ProblemsAUDITS – A licensed tax professional will review your return and supporting documents, prepare a pre-audit strategy and represent your tax positions during the actual audit.
APPEALS – If an IRS auditor determines additional tax is due, we can review the audit report and research possible grounds to appeal the audit findings, then represent you at the IRS appeals hearing.
BACK TAXES -- Unfiled back tax returns are building up every day, on top of any tax due and penalties the IRS has or will assess. We'll prepare and file those back tax returns for you, then start the process of working out a payment plan for the amount due the IRS and/or your state.
COLLECTIONS – If the IRS has issued an intent to levy on a taxpayer's property or actually seized property, there are appeals avenues available to delay IRS action and propose other options including installment payments or an Offer in Compromise for a reduced amount. NOTE that there are specific time limits on various appeal options, so contact a tax professional immediately if you receive a levy notice.