Personal Tax Consultation
A Personal Tax Consultation Appointment is a one-on-one session designed to assist individuals in understanding and managing their tax obligations. During this appointment, our tax professionals will provide personalized advice tailored to your unique financial situation. We will review your income sources, deductions, credits, and other tax-related matters to develop a comprehensive understanding of your tax profile.Bookkeeping Consultation
A Bookkeeping Consultation is a dedicated session aimed at helping businesses and individuals manage their financial records effectively. During this consultation, our experienced bookkeepers will assess your current financial record-keeping practices, understand your business operations or personal finances, and provide tailored advice to improve your bookkeeping processes. We will discuss various aspects of bookkeeping, including transaction recording, financial statement preparation, cash flow management, and regulatory compliance. We can also explore the use of different bookkeeping tools and software that can streamline your financial management. This service is ideal for those seeking to maintain accurate financial records, improve financial decision-making, and ensure compliance with accounting standards and regulations.Final Tax Review
A Final Tax Review is a comprehensive session designed to discuss and review a client’s completed tax return. During this appointment, our tax professionals will meticulously go through your tax return, ensuring that all income, deductions, and credits have been accurately reported and calculated. We will explain each line item on the return, helping you understand how your tax liability was determined. We will also discuss any potential tax-saving opportunities that could be applied in the future, and answer any questions you may have about your tax return. This service is ideal for individuals seeking to gain a deeper understanding of their tax situation and ensure the accuracy of their tax filings.Business Tax Structure Discussion
A Business Tax Structure Discussion is a comprehensive consultation designed to help businesses understand and navigate the complexities of tax laws. This session provides an opportunity to explore various tax strategies and structures that can optimize tax liabilities and enhance profitability. During this discussion, our tax experts will review your current business model, understand your financial goals, and suggest the most suitable tax structure. Topics covered may include entity selection, tax deductions, credits, deferrals, and other tax-saving strategies. This service is ideal for businesses seeking to minimize their tax burden, ensure compliance with tax regulations, and make informed decisions for their financial future.IRS Notice Consultation
An IRS Notice Consultation is a specialized session designed to help clients understand and respond to a notice received from the Internal Revenue Service (IRS). During this consultation, our tax professionals will review the IRS notice, explain its contents in understandable terms, and discuss the implications for your tax situation. We will guide you through the necessary steps to address the notice, which may include correcting discrepancies in your tax return, paying a due balance, or providing additional documentation to the IRS. This service is ideal for individuals seeking professional guidance to navigate the complexities of IRS communications and ensure appropriate and timely responses.Online Notary Services
An Online Notary Service Appointment is a virtual session where a certified notary public performs notarial acts over the internet. During this appointment, the notary public will verify your identity, witness the signing of documents, and apply their notarial seal electronically. This service is designed to facilitate legal transactions, such as affidavits, power of attorney, deeds, and other documents requiring notarization, in a convenient and secure online environment. This service is ideal for individuals or businesses seeking to notarize documents remotely, saving time and eliminating the need for physical presence.IRS Payment Plan Setup Consultation
An IRS Payment Setup Consultation is a dedicated session designed to assist clients in establishing payment arrangements with the Internal Revenue Service (IRS). During this consultation, our tax professionals will review your tax liability, understand your financial situation, and guide you through the process of setting up a payment plan with the IRS. This may include an Installment Agreement, an Offer in Compromise, or other payment options that the IRS offers. We will discuss the requirements, benefits, and implications of each option, helping you make an informed decision. This service is ideal for individuals who are unable to pay their tax debt in full and are seeking a structured payment solution.