Tax Services

Income Tax Return Preparation

Whether you have a simple individual tax return, a small business tax return with no formal books, or a complex business tax return with full financial statements, we will provide quick, convenient and affordable tax preparation, with innovative tax planning, elections and advice intended to make sure you are paying the lowest income taxes under the law, and appropriate to your unique situation.

You can have your refunds by direct deposit, mailed check or a check printed in our office.

If you owe tax, you can pay the IRS by auto-draft, pay online, or send a check with a payment voucher. If you cannot pay the full amount due, we can set up an installment agreement with the IRS for you.

We can prepare your taxes in person (by appointment)*. Or you can provide your tax documents and have tax return completed without ever leaving your home or office. You can provide your tax information by in person delivery, mail, email or through a personalized secure portal.

Unfiled Prior Year Tax Return

If you are behind on filing tax returns, whether you are receiving tax notices and intimidating letters or not, we can file those past year returns. It is easier than you think to get the weight of anxiety of past tax issues resolved and out of your mind. We can even find out in advance what was reported to the IRS as your income, so you don’t need to go back and struggle to find your W-2’s, 1099’s or other records. Many people avoid filing current tax return because they haven’t filed one in the past and believe as soon as the file, the IRS will come after them. But it often turns out they do not owe as much as they fear, or that the IRS owes them money! Don’t live in fear of the past, let us help you get compliant with the IRS and have peace of mind to live, work and file taxes without anxiety.

Review and Amendment of Prior Year Tax Returns

Have you filed in past years but think there were mistakes on your returns that cost you money in excess taxes? We can review your return from prior years and make sure you did not overpay. If we find errors, missing deductions, or poor tax elections that resulted in you paying too much in taxes, we can amend that tax return and get your money back.

Tax Debt and Tax Disputes with the Federal, State, or Local Tax Agencies

Have you gotten letters stating that you owe tax money and don’t understand why, or disagree with their tax assessment? We can help you make sense of these notices and can often reduce or eliminate the additional tax, or get some penalties waived. In some cases, we may be able to get a settlement for less tax than is owed by an Offer In Compromise.

If you have taxes due that we cannot eliminate, we can get you on an installment plan with the IRS, for as little as $15 a month for every $1,000 owed, with no penalty for paying it off more quickly as you can.

Business Taxes

Are you a business owner drowning in the multitude of federal, state and local tax filings required of you on an annual, quarterly or monthly basis? It can be a full-time job just figuring out what taxes you are subject to, how to fill out the form, where to file them, and keep track of when they are due. When are you supposed to actually do the work that makes you money?

We can help you determine what tax returns you must file, to whom, and fill out the forms for you so you can go back to what you are in business to do.

Tax Returns for Foreign Nationals with U.S. Trade or Business Income

We have clients who are citizens or residents in over 15 countries worldwide. We can help foreign citizens obtain U.S. Individual Taxpayer Identification Numbers, set up U.S. business entities, obtain Employer Identification Numbers, and file annual U.S. and State Income Tax Returns.

Tax Planning

A key element of good tax services is looking ahead, to structure transactions in a way so as to avoid taxes. After the fact tax planning just doesn’t work. By the time the return is due, often what is done is done, and the tax due is due. We can help you in both your personal and business decisions to reduce your taxes.

Just plugging numbers into a tax return without understanding how to structure your business, or the tax rules, will always cost you in taxes. We understand how to use the tax law to save you money.

Don’t rely on advice your friend told you his accountant once told him, or internet articles that may be wrong, or that you don’t really understand. Call us today to set up a free initial consultation and personalized tax advice. If we cannot find a way to save you more in taxes than you will pay us for doing your tax return, at least you will know your current tax preparer is doing a good job.

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If you need help with your taxes, accounting, business or retirement, contact us now!
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Top Tax Service in Birmingham