Tax Preparation, Taxpayer Representation ~ Small Business & Personal Accounting

Tax Preparation and Taxpayer Representation Services

We provide an array of services that address the taxation needs of our clients. This includes timely filings as well as late filed returns and corrected returns,  and assistance in determining how to best pay your liabilities.  We pride ourselves on accuracy, timeliness, and sensitivity towards our clients. We are a no judgement zone!

The services we provide include:

Tax Preparation

• • Federal Individual Tax Returns – Form 1040
  • State Individual Tax Returns –CT, MA,ME,NY,NJ,NM (to name a few)
  • Federal and State Amended Tax Returns
  • Late filed – Federal and State tax returns
  • Estate and Trust Income Tax Returns
  • Partnership and Corporate Federal and State Income Tax Returns
  • Estimated Tax Payment Calculations

Other Tax Filings

• • Personal Property Declarations
  • Quarterly and Annual Payroll Tax Filings
  • Annual 1099 filings
  • Monthly, Quarterly and Annual Sales Tax Filings

Taxpayer Representation

• • Power of Attorney
  • Penalty Abatement and Resolution
  • Addressing Payment Alternatives for tax liabilities including Installment Agreements and Offers In Compromise
  • Audit Representation
  • Innocent Spouse Relief

Small Business & Personal Accounting Services

Tax Consultation & Preparation – We specialize in all of the taxes that affect your small business, such as income tax (sole proprietors, LLC’s, partnerships, S Corporations, Corporations), payroll tax, and sales tax.

Bookkeeping Services – We will perform monthly, quarterly, or annual reconciliations of your bank accounts, credit cards, and balance sheet accounts. We are also able assist you with preparing internal financial statements.

Personal Property Declaration – Our staff will be happy to help you complete your personal property declaration on an annual basis.

Business Advice – We can provide an in-depth analysis that factors in your present status as well as future goals in order to help you make fully informed business decisions.  We are always here to answer questions and offer sound advice that gives your business a competitive edge.  In addition, we can help with the setup of QuickBooks or Peachtree accounting systems.  We will not only set them up but we will also help you to understand how the system relates to and will work with your business.

 

Services Offered for You

Tax Consultation & Preparation – We are a full-service, year-round company that focuses on fully computerized federal and state tax preparation.

Personal Finance – We will help you plan for tomorrow today by preparing a comprehensive, easy to use budget; applying for financial aid for your college bound teen by helping you complete the FASFA; and calculating estimated tax payments, to name a few.  Our goal is to make your life easier.

Taxpayer Representation – Our staff will be there for you when you need it most.  We will help you by preparing penalty abatement requests, setting up installment agreements, or coming to an Offer in Compromise to settle your tax debt.  We have the ability to speak with IRS agents and officers about your personal situation.  We will work with them to settle your outstanding issues and obligations.  All of this will be strictly confidential.

 

Other Services Offered

Estate/Trust Services – We will help you plan for your financial future with confidence. We will advise you how to protect your finances today and for generations to come.  We also will complete tax returns relating to your trust or estate.

Domestic Partnerships – Mary Jo Walker is an ADPA (Acredited Domestic Partnership Adviser)   – She can discuss appropriate tax filing, retirement planning and wealth saving strategies with clients who are in registered domestic partnerships, civil unions, gay marriages or other similar formal relationships that are not considered “marriages” under state law.

Social Security Planning –  We will work with you, based on your financial and health situation, to help with claiming strategies to provide you added income for your retirement years, as well as provide services to help to minimize the tax effect by designing a withdrawal strategy so you can keep more of your hard earned money.

You may be unfamiliar with the cost of engaging professional tax representation services.  Our Fee Schedule of estimated fees provides guidance intended to assist you to make an informed decision.  A menu of fees creates a structure that treats all clients alike for similar services. This schedule is a guideline.  It is not a minimum or a maximum fee.

 

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