If you’re an American income earner, you’ve had to deal with tax deadlines. And for most of us, there are so many unknowns about how our daily choices will affect us come tax season. It’s confusing and stressful–sometimes so stressful that you may have considered avoiding your taxes altogether. I’m here to alleviate that stress and get you back on track. I’ll help you understand your tax return and I’ll explain how and why each number matters to your bottom line. I can even work with you throughout the year to avoid those balance due returns!
Tax Return Consultation
In this 1-hour virtual meeting, we’ll review prior year returns, discuss changes in the current year and complete an initial tax interview—all of these elements will impact your tax return, so it’s best to get clarity on those now. The retainer for this consultation goes towards the fee for your return, which varies by situation.
1 hour · $75.00 retainer
Tax Return Planning
Let’s take a look at data from all your income sources to determine and discuss federal and state estimated taxes (yes, you have to pay them!). I may make suggestions for changes in employment withholding and estimated payments in your plan. This process requires two meetings, each scheduled separately.
1 hour · $75.00
Tax Problem Resolution
In this 1-hour meeting, we’ll go over your data to determine the a plan for IRS or state tax letters, like CP2000, correspondence and office audits, installment agreements, or evaluation for offers in compromise. The retainer for this initial meeting will go towards the fee for your resolution, which varies by situation.
1 hour · $500 retainer
You might be looking for help with...
- Individual tax returns
- Business returns to include C Corporation, S Corporation, Limited Liability Company, Partnerships, and Sole Proprietorship
- Sales and trustee tax returns for retail
- Quarterly payroll tax returns
- Business license tax information
- Personal property tax information
- Calculation of estimated tax payments
- Changes in payroll withholding
As an Enrolled Agent, I can represent you against the IRS.
Are you under examination by the IRS? The process can be a little confusing. That is where I can help navigate the process and assist in possibly reducing the amount owed by examining the reasons for the assessment for taxes, interest, and penalties and interacting with the IRS Revenue Officer on your behalf.
- Offer in Compromise
- Filing Late Tax Returns
- IRS Penalty Abatement
- IRS Installment Agreements
- IRS Uncollectible Status
- Back Payroll Taxes
- Innocent Spouse
- IRS Tax Liens & Levies
- IRS Wage Garnishment
- IRS SFR – Substitute Filed Returns
- IRS Tax Audit Representation
- State Representation
- Workman’s Compensation Audits
- Sales tax audits
- Business license audits