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Tax Center Resources

Tax Center Resources

Tax Preparation

Tax Laws are complicated. Tax filing can be stressful, keeping track of your finances and expenses can help tremendously when filing.
Individuals can tax plan throughout the year to ensure they have paid enough taxes during the year so there are no surprises at time.

Tax Preparation For Business Owners

It is important for business owners to have bookkeeping in place to track of revenue and expenses, receipts to avoid missing out on deductions and be audit ready.

Importance Of Tax Planning

Tax Planning is analyzing your finances before tax time. Using different strategies to help you plan for the future and reduce your tax liability.

Don’t Wait For Tax Time Plan Today!

Here is a list to help you compile to get ready to file your taxes.

  • Summary of Income for year- W2
  • Retirement distributions-1099
  • Mortgage Statement-1098
  • Student Loan Interest/ Tuition- 1098E/1098-T
  • Independent Contactor- 1099 NEC/1099MIsc
  • Child Care Services Information
  • SSA
  • Valid State or Driver’s License
  • Unemployment – 1099 G
  • Last Years Tax Return
  • Statements from Investments
  • Social Security numbers
  • ITIN
  • Expenses
  • Receipts
  • Mileage for use of vehicle in business
  • Business Legal Documents

Our Process:

You can file online or In-person. We will send a link to our portal to upload your documents. Review uploaded documents / documents handed to us. An accountant will call you or have a zoom meeting or sit with you to discuss your tax year. Review your tax return with opportunity to ask questions. Receive a copy of your tax return. Give recommendations for future financial goals.

You can file online or In-person.
We will send a link to our portal to upload your documents.
Review uploaded documents / documents handed to us.
An accountant will call you or have a zoom meeting or sit with you to discuss your tax year.
Review your tax return with opportunity to ask questions.
Receive a copy of your tax return.
Give recommendations for future financial goals.

Tax Due Dates

March 15th – S-Corp and Partnerships
April 15th – Individuals and C-Corps (not fiscal)
May 15th – Not- for-Profit
October 15th – Individuals Extension is due.

Needs Professional Tax Expert? Make Appointment Now

Looking for expert tax guidance to ensure compliance and maximize your savings? You’re in the right place! Our team of professional tax experts specializes in navigating the complexities of tax law to help individuals and businesses alike minimize their tax liabilities while staying fully compliant. Whether you need assistance with tax planning, preparation, or resolution of tax issues, we’re here to provide personalized solutions to your unique circumstances. Schedule an appointment with us today to take control of your taxes and secure your financial future. Don’t let tax season stress you out – let us handle the details while you focus on what matters most to you!