For helpful organizer forms go to the "Our Services" menu and click on "Download Tax Forms" next to "Tax Services". Fill out the applicable organizer for the appropriate year and "Interview Questions", then bring them with you to your appointment to speed up your interview.
tax_formsWant to stay ahead of the IRS? Who doesn’t? That’s why you should hire Tax Pro to prepare your tax return. Our tax professionals are well versed in the tax code and look specifically at your situation to take advantage of all the savings strategies available to you. You can expect a tax return that has been accurately prepared using the latest tax reduction strategies along with proven strategies that help you keep more money in your pocket.
Our tax preparation services are not limited to individual returns. We also prepare returns for:
- Estates, trusts, & gifts
- Not for Profit organizations
Tax Pro can help with your tax planning, estate planning, retirement planning, and representation needs also.
We have provided services to a wide array of specialties and industries since 1990. Wage earners, retirees, teachers, doctors, attorneys, electricians, plumbers, farmers, military, retailers, carpenters, artists, transportation workers, restaurants, nightclubs, bank executives, small business owners, and many other professions are among the types of valued clients we have had the privilege to serve over the years. Our diverse clientele has exposed us to many different types of tax planning strategies and areas of the tax law, forcing our firm to stay progressive and up to date.
PROTECT YOURSELF – HIRE AN ENROLLED AGENT
When you get a notice from the IRS, don’t panic. Jim Bales, EA is enrolled to practice before the Internal Revenue Service. Tax Pro has always advised our clients that any time they receive a notice from the IRS or state taxing authority to let us see a copy of the notice right away. Most often, the notice is just requesting verification of an item on the return or something reported to the IRS on a Form W-2 or 1099 does not match what was reported on the return. These types of notices can usually be taken care with just a simple letter.
Some notices require that an amended return be prepared or a more detailed response be given to the IRS. Any delays in responding can result in unnecessary penalties. Just because the IRS proposes a change to your return does not mean that change is correct, so your best reaction is to have a tax professional review the notice and prepare a response for you.
Should the notice be for an audit, ALWAYS make immediate contact with your tax professional to protect your rights. As an Enrolled Agent, Jim Bales, EA can be authorized to communicate with the IRS on your behalf. By doing so, he will take all necessary precautions to make sure your rights are protected and keep you from having to take valuable time away from your work while the audit is being conducted.
If you have a situation where you cannot pay your taxes in full, we can help you develop a plan for getting these taxes paid. Jim can also represent you before the IRS to put this plan in place and keep your assets from being seized or levied upon. Never skip filing a tax return because you cannot pay the taxes due. The penalties will be much greater if you don’t file the return and if you continuously fail to file a return, you can open yourself up to criminal charges.
We are great believers in the notion that the best representation you can receive starts at the preparation phase. So anytime you have a touchy situation or a question, please contact a tax professional for advice and make sure the stance you take on your return can be defended and withstand scrutiny.
What is an EA?
What is an enrolled agent?
An enrolled agent (EA) is a federally licensed tax practitioner who has proven technical expertise in the field of taxation. Enrolled agents are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS) for audits, collections, and appeals. Only EAs, attorneys, and certified public accountants (CPAs) may represent taxpayers before IRS.
How can an EA help me?
Enrolled agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. The expertise of EAs in the continuously changing field of taxation enables them to effectively represent taxpayers audited by the IRS.
Privilege and the Enrolled Agent
The IRS Restructuring and Reform Act of 1998 allow federally authorized practitioners (those bound by U.S. Department of the Treasury Circular 230 regulations) a limited client privilege. This privilege allows confidentiality between the taxpayer and the enrolled agent under certain conditions. The privilege applies to situations in which the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. This privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.
Are enrolled agents required to take continuing professional education?
In addition to the stringent testing and application process, the IRS requires enrolled agents to complete 72 hours of continuing professional education, reported every three years, to maintain their EA status. NAEA members are obligated to complete 90 hours per three-year reporting period. Because of the knowledge necessary to become an EA and the requirements to maintain the license, there are only about 40,000 practicing EAs.
What are the differences between enrolled agents and other tax professionals?
Only EAs are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation. EAs are the only taxpayer representatives who receive their right to practice from the U.S. government (CPAs and attorneys are licensed by the states).
Are enrolled agents bound by standards?
Enrolled agents are required to abide by the provisions of U.S. Department of the Treasury Circular 230, which provides the regulations governing the practice of EAs before the IRS. National Association of Enrolled Agents (NAEA) members also are bound by the NAEA Code of Ethics and Rules of Professional Conduct.
Why should I choose an enrolled agent who is a member of the National Association of Enrolled Agents?
The principal mission of the National Association of Enrolled Agents and its members is qualified, accurate, and ethical representation of the financial positions of taxpayers before governmental agencies. Members of NAEA must fulfill continuing professional education requirements that exceed the IRS required minimum. NAEA members comprise a strong network of experienced, well-trained tax professionals who effectively represent their clients and work to make the tax code fair and reasonably enforced.
How can I hire an enrolled agent?
The fastest way to locate an enrolled agent in your area is to visit www.naea.org. The ‘Find an EA’ function located on the home page will allow you to search instantly by locality or specialty. You also can reference your local phone book under the ‘Tax Preparation’ category and look for the phrase ‘Enrolled Agent,’ ‘Enrolled to Represent Taxpayers before the IRS,’ or the ‘EA’ credential following the name of the tax professional.
- Payroll processing
- Financial Statements
- Bank reconciliations
- Accounting system setup for new business
- Business tax return preparation (payroll/sales & use)
- General Ledger
At Tax Pro our accounting services are tailored to the individual client’s needs. We can help you develop an accounting system that fits with your comfort level or we can take care of all the bookkeeping hassles for you. Our clients appreciate how we are able to take a large burden away from them, allowing them to focus more time and energy on the actual operation of their business.
Whether you need help reconciling your bank account, preparing payroll tax reports, or need a monthly financial statement, we can assist you. Many of our clients have these services performed on a regular and consistent basis allowing for easy tax return preparation at the end of the year. Give us a call for an appointment to see how we can help you with your accounting needs.
Our accounting services also include preparation of Forms W-2 and 1099.
And now, Jim Bales is a "Certified Proadvisor" for Quickbooks.