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Tax Preparation

When is the tax filing deadline?

The tax filing deadline for individuals is typically April 15th, unless it falls on a weekend or holiday. However, if you experienced a natural diaster (hurricanes, tornadoes, etc.), the IRS may have extended the filing deadline for certain taxpayers. Be sure to check with your tax preparer or the IRS for the most up-to-date information.

What documents do I need to bring to my tax appointment?

You should bring all of your income documents, including W-2s, 1099s, and any other forms that show income. You should also bring any deductible expenses, such as charitable donations, mortgage interest, and property taxes. Your tax preparer can provide you with a more detailed list of documents you should bring.

Can I file my taxes electronically?

Yes, you can file your taxes electronically. In fact, the IRS encourages taxpayers to e-file, as it is faster and more secure than filing a paper return. Your tax preparer can help you file electronically or provide you with instructions on how to e-file.

What happens if I owe taxes but can't pay?

If you owe taxes but can't pay, you should still file your tax return on time to avoid penalties for late filing. You can also work with the IRS to set up a payment plan or apply for an offer in compromise to settle your tax debt.

How long does it take to get a tax refund?

The timeframe for receiving a tax refund can vary based on a variety of factors, including the method of filing, the complexity of your return, and the volume of returns being processed by the IRS. Generally, if you e-file and choose direct deposit, you can expect to receive your refund within three weeks.

Do I need to file a tax return if I didn't make any money?

If you didn't make any money, you may not be required to file a tax return. However, there may be certain circumstances, such as if you received unemployment benefits or certain tax credits, where you would still need to file a return. Your tax preparer can help you determine whether you need to file a return.

How can I reduce my tax liability?

There are several ways to reduce your tax liability, including maximizing your deductions and credits, contributing to retirement accounts, and structuring your business to take advantage of tax breaks. Your tax preparer can help you identify strategies to reduce your tax liability.

Business Tax Preparation

When is the tax filing deadline for businesses?

The tax filing deadline for businesses varies depending on the type of business entity. For example, C corporations typically have a deadline of April 15th, while S corporations and partnerships have a deadline of March 15th. However, due to the pandemic, the IRS has extended the filing deadline for certain businesses. Be sure to check with your tax preparer or the IRS for the most up-to-date information.

What documents do I need to provide to my tax preparer?

You should provide all of your income and expense documents, including receipts, invoices, and bank statements. You should also provide any depreciation schedules, business loans, and payroll records. Your tax preparer can provide you with a more detailed list of documents you should provide.

Can I deduct business expenses on my tax return?

Yes, you can deduct business expenses on your tax return. These expenses may include office rent, supplies, equipment, and travel expenses. Your tax preparer can help you identify which expenses are deductible and ensure that you are taking advantage of all available deductions.

How do I determine my business tax liability?

Your business tax liability is determined by calculating your taxable income and applying the appropriate tax rate. Your tax preparer can help you calculate your taxable income and ensure that you are paying the correct amount of taxes.

What happens if I make a mistake on my tax return?

If you make a mistake on your tax return, you may need to file an amended return to correct the error. Your tax preparer can help you file an amended return and ensure that the error is corrected in a timely manner.

How can I reduce my business tax liability?

There are several strategies that businesses can use to reduce their tax liability, including maximizing deductions, taking advantage of tax credits, and structuring their business in a tax-efficient manner. Your tax preparer can help you identify strategies to reduce your tax liability.

How often should I review my tax strategy?

It is recommended that businesses review their tax strategy on an annual basis, or whenever there are significant changes to the business or tax laws. This can help ensure that you are taking advantage of all available tax breaks and minimizing your tax liability.

Bookkeeping Services

What is bookkeeping and why is it important for my business?

Bookkeeping is the process of recording and tracking a business's financial transactions, such as sales, purchases, receipts, and payments. It is important because it helps businesses stay organized, monitor their financial health, and make informed decisions.

How often should I update my books?

It is recommended that businesses update their books at least once a month. This ensures that financial information is up-to-date and accurate, and allows businesses to make informed decisions based on their current financial situation.

Can I handle bookkeeping on my own?

While it is possible to handle bookkeeping on your own, it can be time-consuming and may not be the best use of your time as a business owner. Hiring a professional bookkeeper can free up your time and ensure that your books are accurate and up-to-date.

What kind of bookkeeping software do you use?

We use a variety of bookkeeping software depending on the needs of our clients. Some of the software we commonly use includes QuickBooks, Xero, and Wave.

How do you ensure the accuracy of my books?

We have a team of experienced bookkeepers who are trained to ensure the accuracy of your books. We also use advanced software and technology to double-check our work and catch any errors.

What reports can you generate for my business?

We can generate a variety of reports for your business, including income statements, balance sheets, cash flow statements, and customized reports tailored to your specific needs.

Can you help me with tax preparation?

While we do not offer tax preparation services, we work closely with our clients' tax preparers to ensure that their tax needs are met.

How much do your bookkeeping services cost?

Our bookkeeping services are tailored to the specific needs of each client, so the cost can vary. We offer competitive pricing and will work with you to find a package that fits your budget.

Notary Services

What is a notary public and what do they do?

A notary public is a public official who is authorized by the state government to witness and certify the signing of legal documents. Notaries verify the identity of signers and ensure that they are signing the documents voluntarily and without duress.

What types of documents can a notary public certify?

A notary public can certify a variety of legal documents, including contracts, deeds, affidavits, powers of attorney, and wills. Notaries can also administer oaths and affirmations.

Do I need an appointment to see a notary public?

It is recommended that you make an appointment with a notary public to ensure that they are available when you need them. However, some notaries may accept walk-in clients if they are not too busy.

What identification do I need to bring with me to see a notary public?

You will need to bring a government-issued photo identification, such as a driver's license or passport, to prove your identity to the notary.

How much does it cost to use a notary public?

The cost of notary services can vary depending on the state and the type of document being notarized. However, notaries typically charge a small fee per signature.

Can a notary public provide legal advice?

No, notaries are not authorized to provide legal advice. If you have questions about the legal implications of a document, you should consult with a licensed attorney.

Can a notary public travel to me?

Some notary publics offer mobile notary services and will travel to your location for an additional fee. Be sure to check with the notary in advance to see if they offer this service.

How long does it take to get a document notarized?

The amount of time it takes to get a document notarized can vary depending on the complexity of the document and the number of signatures required. However, most notary appointments take less than 30 minutes.

If you have any other questions about our services, please feel free to contact us. Our team is here to help you.