Provides meticulous accurate tax preparation services for individuals, ensuring maximum refunds legally allowed. Form 1040, 1040 SR (Seniors) and 1040-X Amend Tax Return. Form 2555 Foreign Income Exclusion FEIE and Form 1116 FTC Foreign Tax Credit.
Assist small businesses with accurate and compliant tax filings. Partnership Form 1065, S Corporation Form 1120-S
Choose from convenient payment methods like direct from refund, cash, check, or credit card.
Filing for estate or trust of a deceased individual for Beneficiaries/Executors. Form 1041
Small business bookkeeping includes profit & Loss statement and balance sheet. Reconciliations bank account, ledger accounts.
Provide advise how to handle CP letters and guidance to resolve issues.
E-file form service W2, 1099's, 940, 941, 943, for small contractors and businesses. Filing form 2553 S-Corp or revocation/termination. LLC formation for small business.
Notarize documents
- Individual Tax Planning - Full Payroll Service: 1-30 Salary employees
ID - Driver License or state ID or Passport, social security cards or prior year tax return, proof of residence for dependents claimed. Filing MFS ID needed for spouse.
Status: Single, Married filing Jointly (MFJ), Married filing Separately (MFS), Head of Household (HOH), Surviving Spouse (QSS)
Income: W2, 1099 (R, C, INT, DIV, B, SSA. G), K-1s, alimony received, Self-Employment-Rental-Farm 1099 NEC/Misc. profit & loss statement. Capital equipment, home office size expenses, Jury duty, gambling wins.
Other: HSA, MSA, IRA contributions, Energy, Electric vehicle credits, Student loan interest, 1099-A market place or self-employment health insurance or pension plans, Educator expenses, State, Local, Real Estate, Property taxes. Estimated tax paid to IRS. Tax Deduction: Costs - Child care, Education 1098T, Adoption, Home mortgage form 1098. Charitable donations, Medical Dental expenses, Casualty & Theft losses – insurance reimbursement.
Bank: Account & Routing number. Foreign bank account number name, address, details
IPPIN: IRS mails CP letter to taxpayers with an individual protection PIN number. Bring with you to preparer required to e-file tax return with the IRS. IRS rejects tax return submitted without IPPIN on tax return.
Use safe link Taxes to go App to securely upload documents to prepare tax return: https://taxestogo.com/App/Download/85014
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Filing Deadlines Due Dates
Individual & Seniors (Form1040) - April 15, 2027, Extended October 15, 2027
S - Corporation 1120S - March 15, 2027, Extended September 15, 2027
Partnerships (Form 1065) - March 15, 2027, Extended September 15,2027
Trusts & Estates (Form 1041) - April 15,2027, Extended September 30,2027
C - Corporations (Form 1120) - April 15, 2027, Extended October 15, 2027
Additional Important Dates
January 15, 2027: Final estimated tax payment due for Q4 of 2026
February 2, 2027: Deadline for employers to furnish W-2 forms to employees and for businesses to furnish various 1099 forms (e.g., 1099-NEC for nonemployee compensation) to recipients.
April 1, 2027: The last day for individuals who turned 73 in 2026 to take their first Required Minimum Distribution (RMD) from retirement accounts.
April 15, 2027:
June 15, 2027: Second quarterly estimated tax payment for the 2027 tax year is due.
September 15, 2027: Third quarterly estimated tax payment for the 2027 tax year is due.
The IRS has announced it will phase out paper tax refund checks for individual taxpayers, with the full transition to electronic payments effective for the 2026 tax filing season (for tax year 2025 returns). The phase-out officially began on September 30, 2025, in accordance with a federal mandate.
Future Method: Beginning with the 2026 filing season, refunds will be issued almost exclusively through electronic methods, such as direct deposit, prepaid debit cards, or digital wallets.
Action Needed: The IRS encourages all taxpayers to prepare now by ensuring they have a bank account and know their routing and account numbers to facilitate direct deposit, or by exploring the other electronic options available.
Options for the "Unbanked": For taxpayers without access to traditional bank accounts, the IRS and Treasury Department will offer alternative electronic options, including prepaid debit cards (like the Direct Express card used for other federal benefits) and digital wallets. Limited exceptions for genuine hardship may also be available.


