
Tax,
Business, and Financial Services
Selecting proper business form of doing business
Complex Tax Return Preparation Services
Estate Tax Planning, including the review of wills
and trusts
IRS Representation, including Tax Audits and IRS
Appeals
Offers in Compromise
Payroll Tax Problems
Liens and Levies
Installment Agreements
Audits
Asset Seizures or Wage Garnishments
Overdue Non-filed Tax Returns
Tax Return Preparation
A Sole Proprietor, an unincorporated
business owned by only one
individual usually will need to
file:
Income Tax, 1040 and Schedule C or
C-EZ
Self-employment tax, 1040 and Schedule
SE
Estimated tax, 1040-ES
A Sole Proprietor's Employment Tax Forms
are:
State employment taxes, DE-6, DE-7,
DE-88
Social Security and Medicare, income
and withholding taxes, 941
(943
for farm employees)
Federal unemployment (FUTA) tax, 940
or 940-EZ
Depositing employment taxes, 8190
A Partnership of two or more persons who
jointly carry on a trade or
business usually will need to
file:
Annual return of income, 1065
Employment taxes, same as sole
proprietor
Excise taxes
A Partner's Employment Tax Forms are:
Income tax, 1040 and Schedule E
Self-employment tax, 1040 and Schedule
SE
Estimated tax, 1040-ES
A Corporation, incorporated as a legal entity
under applicable law usually
will need to file:
Income tax, 1120 or 1120-A
(Corporation), 1120S (S Corporation)
Estimated tax, 1120 or 1120-A
(Corporation), 1120S (S Corporation)
Employment taxes, same as sole
proprietor
Excise taxes
Accounting & Bookkeeping Services
Customized Bookkeeping
Cash or Accrual Accounting Methods
Balance Sheet, Income Statement, and similar
Important Financial Reports
Quarterly and Annual Federal and State Payroll Tax
Reporting
Financial Analysis & Projections
Taxpayer Representation
We can appear on your behalf before the
examination division.
We can negotiate an Offer In Compromise or other
collection plan to
resolve your past due tax.
We can appeal a proposed or enforced IRS
collection action, such as levy
or seizure of wages, bank accounts,
and other property.
We can request a discharge, withdrawal, or release
of a federal tax lien
under certain conditions.
We can prepare and file past due tax returns from
multiple prior years.
We can protect you against a "responsible and
willful" Trust Fund Penalty
determination by the IRS.
We can petition for Penalty Abatement and/or
Restricted Interest
Adjustment where applicable.
Qualified to Represent your Case
An Enrolled Agent (EA) is licensed to
practice before the Internal Revenue
Service.
Practice before the Internal Revenue Service
includes representation of
taxpayers before all administrative
levels, including appeals, examination,
and collection divisions.
Unlike Attorneys and CPAs who may choose to
specialize in other areas
of practice,
Enrolled Agents must pass a comprehensive two-day
examination covering
federal tax law, theory, and
practice in addition to undergoing a strict
government background check.
We have Enrolled Agents (EA's) always ready to
handle your situation.
Taxpayer Representation Services
We will review and prepare your case for
an IRS audit or State tax audit.
For most audits and examinations we can represent
you without your
having to be present or in
attendance.
Most audits and examinations can be arranged to
take place at our office
rather than your place of business.
Most of our clients prefer audits and examinations
to be held at our offices. |