Personal Tax Return
This is the fee for an extension
What is $60?
This statement is used to report the income and expenses of a business on a return
What is a P&L, Profit and loss, income statement
This type of retirement account can be setup and utilized prior to the tax filing due date
What is an IRA?
The process of assisting individuals and business in resolving their tax issues with tax authorities.
What is tax resolution?
The base fee for a personal tax return per year
What is $500
Internal document we give to business clients to report income and expense for non-bank rec clients
What is expense summary?
This form is used to elect to become an S-Corp
What is form 2553?
This form allows an individual or organization to receive and/or review a taxpayer's tax information - but not act on your behalf.
What is Form 8821?
The service that allows us to compare what is reported on the tax return with what is reported to the IRS
What is Data Draw Data Match
This service allows a business to strategize tax saving options for the current tax year
What is tax planning?
12month period that a business or organization uses for accounting and tax purpose but does not follow the calendar year.
What is fiscal year?
A taxpayer who cannot pay the full tax debt may request this type of repayment option.
What is an installment agreement?
The fee for MFJ Data Draw
What is $278
This form is used to report third party payment networks
What is a 1099-K?
This framework helps companies optimize their tax position by focusing on fiscal year, accounting method, and tax structures
What is 3D tax planning?
A reduction, lessening, or termination of certain penalties
What is an abatement?
This tax id number is used if you do not qualify for an SSN
What is ITIN?
Form used to report income and credits from a pass-through entity on a 1040
What is Form K1?
Tax saving strategy we do not advise
What tax evasion
Attorneys, CPAs, enrolled agents are authorized to sign this form
What is form 2848?