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BOOK A FREE 30 min 1-ON-1 CONSULTATION
Services Included:
FREE 3 year look back on previously filed tax returns to check for any errors and/or omissions. There is an 85% chance there may be an error or omission on previously filed tax returns, and if that is the case we want to catch it, so we can fight for every deduction or tax credit you may be entitled to
Estimation of Tax Refund or Tax Liability
Estimation of Cost of Tax Return Preparation
Investigation of any CP 101 correspondence received from the IRS or State Taxing Agency
Guidance on best tax strategies to utilize based on your specific financial situation.
Guidance on best options future financial goal
This service is for Individuals who:
(need Basic Tax Preparation Services along with filing an attached Schedule to their Form 1040)
File IRS Form 1040 (and also):
Schedules:
Schedule A
Schedule C
Schedule E
Schedule D
Schedule K-1
Receive all forms from Basic Tax Preparation (and):
1099 MISC
1099 NEC
1099 K
1099 S
1099 C
Self-Employment Earnings
Rideshare App Earnings
1099 G
1099 DIV
1099 INT
Sale of Residence
SCHEDULES
SCHEDULES
ATTACHMENTS TO FORM 1040
SCHEDULE A:
ITEMIZED DEDUCTIONS
Medical & Dental Expenses
Mortgage Interest Interest Expenses
Real Estate Taxes
Property Taxes
Sales Taxes
State Property Taxes
Gifts to Charity
SCHEDULE C:
PROFIT & LOSS FROM BUSINESS
Income Received from Income Producing Activities
Expenses Incurred from Business Activities
Depreciation of Assets used for Income Producing Activities
Inventory purchased for resale
SCHEDULE E:
INCOME OR LOSS FROM RENTAL PROPERTY
Income received from renting personal residential property
Expenses incurred from rental personal residential property
Depreciation of Assets used for rental of residential property
SCHEDULE D:
SALE OF CAPITAL ASSETS
Sale of Residence
Expenses incurred from sale of residence
Purchase & Sales of stocks and other capital assets
SCHEDULE K-1 STATEMENT
Used to report the income, losses, and dividends for a business’ or financial entity’s partners or an S corporation’s shareholders.
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