Income Tax Preparation
Tax Services for Businesses and Individuals
Today’s tax laws are complicated. Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be overwhelming. With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS.
At Professional Bookkeeping & Tax Assistants, we serve both individual and business planning, preparation and filing needs while remaining compliant with the continuously changing tax laws and regulations. We offer comprehensive tax services for upcoming returns and will work with you to plan ahead to maximize appropriate deductions and credit opportunities.
How Can We Help You?
At Professional Bookkeeping & Tax Assistants, our success is based on your success. Take a look at the links to our services below or contact us to learn how we can save you time and money with our comprehensive tax services.
Imagine that your taxes are filed and that you didn’t have to:
- leave your house
- go out into the germ-fested COVID world
- ask for time off work
- drive in traffic
- find a babysitter or
- produce any paper
That’s what will happen when you have us prepare your taxes.
- We meet in a video conference call from your home.
- You upload your documents to a secure portal.
- You pay online and sign all agreements from any Internet-connected device.
- We meet again in a screen-share conference call to go over them.
- We eFile your return for you and provide you with a PDF.
No missing work or using PTO.
No getting someone to watch the kids.
No driving in traffic.
No copying papers and you save trees.
Taxes done right and efficient!
US Taxes only – all states!
Tax Discovery Session Consultation FAQs
Q. What do I get in return for paying $50 for a 30-minute consultation?
A. We will talk about your personal and/or business tax situation and your challenges and offer tips to solve them during the call. If you wish to move forward with services, we will deduct the $50 from your fees.
Q. What are the next steps after the consultation?
A. At the end of the call if you wish to move forward with next steps, we will invite you to our secure client portal for free and review your last two years of tax returns and other documentation in order to give you an up-front and accurate tax quote proposal.
Q. Can I bring you my tax documentation to your office?
A. No, we do not offer a drop-off service. Our team is 100% remote and paperless.
Q. Will you come to work in our office or at our residence?
A. No, our team is 100% remote and paperless.
Q. How will we work with you if you are not in our office and we cannot bring paperwork to you?
A. We will correspond with you through Zoom meetings, a secure and encrypted client portal, phone calls, email and text.
Q. What types of tax returns do you prepare and file?
1040 Individual returns
1065 Partnership returns
1120S S Corporation returns
1120 Corporation returns
Schedule C returns with your individual 1040 for sole proprietors, DBAs, and LLCs
Schedule E returns with your individual 1040 for rental real estate
Schedule D for Capital Gains and Losses for real estate, stocks, and digital assets
Digital asset, cryptocurrency, Bitcoin, Etherium, and other alt coins as well as NFTs, mining and staking income taxes
Tax Extensions on Form 4868 for 1040 and Form 7004 for 1065, 1120S and 1120
Estimated tax reports and planning advisory
Sales tax return advisory (only for bookkeeping service packages)
Amendments to tax returns
Q. What types of returns do you not service?
- 1041 Estates and Trusts
- Non-Profits 501(c)(3), 990 or PTA filings
- Payroll 941, 940 filings if you are not a payroll client of ours
- Sales Tax filings if you are not a bookkeeping client of ours
Q. I received a notice from the IRS. Can you advise me?
A. Yes, we would be happy to review the notice for you and advise you on the best steps on moving forward such as filing an amendment.
Q. Do you charge by the hour for tax preparation and filing services?
A. No, we only charge on a flat-rate based on the type and complexity of the tax return and will give you a quote in our proposal after we have reviewed your documents after the tax consultation.
Q. Do you offer tax packages and what do they typically include?
A. At the very least we will prepare and efile your returns. We have add-on packages to choose from based on your needs from estimated tax reports to tax planning.
Q. What do your tax return packages cost?
A. Our tax return preparation and filing packages start at $350 and up.
Q. When is payment due for tax services and how do I pay you?
A. After our consultation, we will send a proposal quote to you with options to choose from from which we will prepare an Engagement Letter and ACH Payment Agreement. You choose the date that we will charge fees.
Payment plan options are available. Note that we will not start any preparation or filing services until payment is received. Payment is via ACH/e-check only, and you will receive a Sales Receipt via email.
Q. What if our books need cleaned up before we can file our business tax return?
A. We can offer a bookkeeping services package proposal that will include the bookkeeping cleanup in QuickBooks Online, your tax return and maintenance that will be on a flat-rate monthly payment plan. More information on bookkeeping
Q. Do you outsource your client’s tax return or any information to workers in the Philippines, India or any other country outside the United States of America?
A. No we do not. Our team is 100% USA based.
For a $50 deposit when booking your consultation/discovery call, you will receive:
- Bookkeeping and tax tips – Priceless
- Your questions answered – Priceless
- Document review of your last two years of tax returns and SOS filing (if applicable)* – $200 VALUE
- Detailed proposal of how we can help you* – $150 VALUE
- $50 off your first invoice*
* items only if you choose to move forward
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