Business Services
Don't Just Carry Your Keys, Learn How To Use Them!
"The hardest thing in the world to understand is the income tax."
~Albert Einstein
TAX SERVICES
WE SERVICE TAX CLIENTS NATIONWIDE AND ARE HERE FOR YOU YEAR ROUND!
ALL APPOINTMENTS ARE VIRTUAL AND ARE CONDUCTED VIA ZOOM.
Many people are under the impression that the best tax preparer is the one that can get them the largest refund, that couldn't be further from the truth. Others believe that credentials automatically makes accountants the best, which isn't true either. Just as there are bad doctors and lawyers, accountants and tax preparers are no exception. Erica is a former IRS Revenue Agent (Tax Auditor) of Small Business and Self Employed who has witnessed first hand the costly consequences of taxpayers having bad tax preparers or accountants and the importance of accuracy, character, integrity, and honesty. Taxes are not one size fits all. Erica is here to partner with you and leverage her knowledge of the tax code to LEGALLY minimize your tax consequence. Erica can help you manage both your individual and business tax challenges.
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Our Process: Tax preparation fees are based on the time it will take us to prepare, review, and finalize the return and complexity. Once we have all material documents & information needed to prepare the return, we will determine our fee. You will know and agree to our fee prior to us beginning any work. We require a non-refundable 50% deposit before any work begins on your tax return and the remaining balance when the draft of the return is provided and prior to the e-filing of your tax return. WE DO NOT OFFER REFUND ANTICIPATION LOANS. MINIMUM TAX PREPARATION FEE: $350
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DEADLINES FOR SUBMISSIONS OF DOCUMENTS TO US
To timely file current year tax returns due by March 15 (may vary due to weekend or holiday), we need all information no later than February 28 for Partnerships (1065) and S-Corporations (1120S), and March 31 for Individual (1040) and C Corporations (1120) with April 15 (may vary due to weekend or holiday) deadline. For timely filing of Partnerships (1065) and S-Corporation (1120S) returns by the extended due date of September 15 (may vary due to weekend or holiday) , we must have all information by August 31. To timely file Individual (1040) and C Corporation (1120) returns by the extended due date of October 15 (may vary due to weekend or holiday), we must have all information by September 30. Email us for rush services.
PROACTIVE TAX PLANNING
(Infinite Keys Tax Preparation Clients Only)
Most people like to avoid thinking about taxes as much as possible, but they’re reactive and not proactive. But now’s the time to change that. “Wait and see” doesn’t work. We can help you adjust your approach, and get more proactive when thinking about your taxes. Tax planning is an ongoing process that shifts and evolves as you and your plans do. It is important to reevaluate your plan as things change and as you move into different phases of your life.
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Proactive tax planning helps you make informed decisions that help you keep more of your money and avoid getting surprise tax bills. Estimate in advance what you will owe and ensure that you are taking all possible deductions and not overpaying.
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Rather than getting surprised by your tax bill at the end of every year, we can help you define and set up the most tax efficient business structure. We’ll also make sure you’re maximizing deductions in order to minimize your tax burden and keep more cash in your pockets.
INDIVIDUAL TAX SERVICES
Individual Federal & 1 State Income Tax Preparation-Starting at $350
1040 return and related statements, including cost of e-filing or mailing (does not include audit support)
Individual Federal With Schedule C (Business) & 1 State Income Tax Preparation-Starting at $650
1040 return and related statements, including cost of e-filing or mailing (does not include audit support)
Individual Federal AMENDED Income Tax Preparation
Amended 1040 return and related statements, including cost of e-filing or mailing (does not include audit support)
Individual State Income Tax Preparation (Additional state returns after the first)-Starting at $125
Return and related statements, including cost of e-filing or mailing (does not include audit support)
Individual (1040) tax returns are due by April 18. An extension allows you until October 16 (6 additional months) to prepare & file your tax return. BE AWARE: ALL Extensions must be filed by April 18. An extension extends your time to file, it DOES NOT extend the time to PAY your taxes. If you are approaching this deadline, timely file an extension to prevent incurring a late filing penalty.
BUSINESS TAX SERVICES & FILINGS
(Financial Statements Required For Business Tax Filings)
Business Federal & 1 State Income Tax Preparation-Starting at $1295
1120,1120S,1065 and all related forms, including cost of e-filing or mailing (does not include audit support)
Business State Income Tax Preparation (Additional State tax returns after the first-Starting at $125
Return and all related forms, including cost of e-filing or mailing (does not include audit support)
Business return (Form 1120-Corporation) are due by April 18, an extension allows you until October 16 (6 additional months) to file. Business return (Form 1120S-S-Corporation or 1065-Partnership) are due by March 15, and extension allows you until September 15 to file. BE AWARE: ALL Extensions must be filed by March 15 (Form 1120S or 1065) or April 18 (Form 1120). An extension extends your time to file, it DOES NOT extend the time to PAY your taxes. If you are approaching these deadlines, timely file an extension to prevent incurring a late filing penalty.
**NOTE: These fees do not include any bookkeeping services. There are additional fees for maintaining clients QuickBooks, importing bank transactions, preparing bank reconciliations, going through bank statements, sorting numerous documents and receipts in order to prepare financial statements (Profit & Loss & Balance Sheet). This is required to prepare complete and accurate tax returns for businesses. This fee will be charged separately.**
"Don't Just Carry Your KEYS, Learn How To Use Them!"