• Phone:(401)765-1235

Small Business Tax

We Help You Save More Money On Your Taxes

Tax Strategies To Help Lower Your Tax Bill & Keep More of Your Hard-Earned Money

We want you to have peace on mind, knowing your taxes will be completed in an accurate, efficient and timely manner. Our tax preparers start with creating a customized tax plan that takes into consideration your unique business and personal situations. We then look for every allowable deduction you are entitled to - making sure you only pay the taxes you are legally required to pay. Upon completion of your tax returns, we’ll send them to you for you to review and discussion prior to being filed.

• Audits & IRS Issues
The thought of dealing with the IRS can scare many, especially those who find they owe back taxes. In those instances, we can be authorized by you to speak with the IRS in your behalf to protect your best interests. Our team will work with the IRS to secure an acceptable payment plan for you to pay back what you owe and to shield you against:

    • IRS Liens
    Liens can be taken out against you, your company, or even your spouse. Unfortunately, these liens can drain cash you’re your business, put business loans at risk of default, damage your credit rating and add hundreds or thousands of dollars in interest to current loans.

    • IRS Seizures
    In the worst of cases, the IRS could seize all of your assets, including your business, house, cars, or anything of value they can sell to pay back what you owe.

    • Wage Garnishments
    Without warning, the IRS can take money out of your paycheck on a regular basis to get their money back, leaving you with very little to pay your bills and meet your daily living requirements.

• Business & Startups
Whether you are running an established business or launching a start-up, we’ll ensure you’re withholding of the proper federal, state, and local taxes, including your company's payroll obligations.

• Individuals
Relax this tax season knowing we’ll file your tax returns correctly and on time. We love searching for the allowable deductions that will result in reduced tax liabilities and more money in your pocket. Our 1040 tax preparers will work with you not only to properly plan for your annual tax returns, but to complete them as painlessly as possible, while avoiding any surprises.

• State & Local
We keep up to date on all federal and state tax laws to ensure that your business and individual state and local taxes are being paid correctly, so there’s no stress or anxiety at year end.

Our Services

What Should I Bring To My Tax Appointment?

Wage & Earnings Statements

• All W-2, 1098, 1099, & Schedule K-1 Forms
• Job-Related Educational Expenses or Unreimbursed Employment Related Expenses
• Savings & Interest & Divided Statements
• Rental Income & Expenses
• Social Security, State Income Tax Refund, & Unemployment Compensation Forms
• All Retirement 5498 Forms
• Lottery & Gambling Winnings & Losses
• Hobby Income & Expenses
• Prizes & Awards
• Trusts
• Healthcare Reimbursements
• Jury Duty Records

Personal & Dependent Information

• Social Security or ITIN Numbers For Anyone That Will Be Included on Your Tax Return
• All Date-of-Births For Anyone Being Included on Your Tax Return
• Childcare Payment Records Along With Licensed Provider's ID Number(s)
• Income of Other Adults in Home
• All Records of Wages Paid To Babysitter & Their SSN
• Any Alimony Payments Made Along With Ex-Spouse's SSN

Previous Year's Tax Return

• Only Needed If You Are A New Client

Expenses

• All 1098 Forms & Any Other Mortgage Interest Statements
• Real Estate & Personal Property Taxes Paid
• Amount of State & local Taxes Paid (Not Including Wage Withholdings)
• Health Expenses & Mileage
• Invoices of Vehicle State Sales Taxes Paid
• Charitable Donation Records (Cash & Non-Cash)
• Tuition & education Fees & Student Loan Interest Paid
• Moving Expenses
• Mileage Records & Expenses For Charity Work
• Casualty & Theft Losses
• Federal & State Estimated Taxes & Any Foreign Taxes Paid
• Qualified Energy Efficient Home Improvement Purchases
• Job Hunting Expenses

Business Expense Records

• Mileage
• Meals & Lodging Expenses
• Business Rent's Paid Along With Landlord's Name & Address
• Travel Expenses
• Educator Expenses Paid
• Parking & Toll Amounts
• Office Home Information

Business Use of Home Information

• Square Footage Calculation of Area Used For Business
• Date Began Using The Space For Business
• Original Purchase Price Paid For The Property
• Summary of Utility Expenses
• Major Home Improvements & Direct Office Expenses

Healthcare

• Any & All 1095 Forms Through The State or Federal Exchange
• Marketplace Exemption Certificate (ECN) If You Applied For & Received An Exemption From The Exchange

Federally Declared Disaster

• Records of Property Loss
• Records of Building/Repair Costs
• Insurance Reimbursements/ Claims To Be Paid
• FEMA Assistance Information
• City/County Lived/Worked/Had Property In

Bank Information

• Savings Account Number and Routing Number
• Checking Account Number and Routing Number for Direct Deposit

Schedule a Free 1 Hour Consultation


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