TAX SERVICES


BUSINESS SERVICES

Our firm isn't just another tax preparation firm. We are proud to be Enrolled Agents (EAs), a prestigious designation from the Internal Revenue Service. An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation. The EA license is generally earned by passing a comprehensive examination and maintained by stringent annual continuing education requirements monitored by the IRS.

Enrolled Agents are required to abide by regulations established by the Department of Treasury, which provides rules of conduct and a code of ethics that Enrolled Agents are bound by. That's why EAs are considered a cut above the rest.

By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise - so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.

We know taxation and are experts in all areas, including corporate, estate, individual, partnership and federal, local and state taxes. You can count on us for professional, timely and reliable services, which include the following:

  • TAX RETURN PREPARATION

  • REPRESENTATION BEFORE THE IRS (AUDITS, COLLECTIONS AND APPEALS)

  • TAX AND FINANCIAL PLANNING

  • MAXIMIZING YOUR OVERALL SAVINGS

Our firm is here for you year-round, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to contact us by phone at (561) 547-9950 or via e-mail: wallisaho@yahoo.com. We look forward to assisting you with all your tax and financial needs.

PLEDGE OF CONFIDENTIALITY.

Our firm maintains the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – that includes the relatives, associates or friends who might have referred you to us.

NEW CLIENTS

If you are a potential client, don’t wait until the last minute to get your tax information in order. Call us today for a free initial consultation. We will be happy to evaluate your position and recommend steps that could result in significant tax savings – both for the current year and for many years to come.

BUSINESS SERVICES LISTED

WRITE UP:

Turning check registers and credit card statements into management reports. Generally charged by the hour.

SALES TAX:

Preparation of monthly/quarterly sales tax reports from sales invoices, receipts or deposits.

TAX PREPARATION:

Gathering information to complete tax forms. Generally charged by the form between $45 and $165/form.

CONSULTATION:

Answering questions with or without research materials. Generally charged by the hour. The first 15 minutes are FREE.

PAYROLL SERVICE:

Call in employees’ time, paychecks are delivered. Generally charged by the check.

PAYROLL ACCOUNTING:

Turning payroll records into payroll tax reports. Generally charged by the employee. Includes Forms 941, 940, W-2, etc as well as state required reports.

BANK RECONCILIATION:

Adjusting check register balance and bank statement balance to match. Generally charged by the transaction on a monthly basis.

CORRESPONDENCE:

Writing and/or answering letters, typing, etc. Generally charged by the hour.

PACKAGE DEALS:

Combination of any or all of the above services at a set monthly rate. Includes free pick-up and delivery within our service area, or free return postage. EXAMPLE: Small business, incorporated, 4 employees, sales tax, approximately 70 transactions per month (8 or 10 deposits, 50-60 checks) - Includes payroll accounting, sales tax, bank rec and management reports. Tax returns for a small corporation generally run about $650/year. Payroll checks for 4 employees, bi-monthly, would be an extra $25/month].

SMALL HOMEOWNERS ASSOCIATIONS PACKAGE:

Includes typing annual meeting minutes, preparation of Form 1120-H, and Florida DR601C (Intangible Tax).

INVESTMENT CLUBS:

Preparation of Form 1065, US Partnership Return.

WE DO QUICKBOOKS!

OUTSOURCE YOUR BOOKKEEPING TODAY!

Save time and money by outsourcing your bookkeeping function. A new trend in the industry, outsourcing lets you enjoy the benefits of an in-house bookkeeper without the overhead AND gives you professional accounting and tax advice without additional cost!

Hours: 10am-4pm and 7-8pm EST Mon-Fri | 1-4pm EST Sat-Sun