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Tax Services

Tax Services

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 for 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:

Corporations

S-Corporations

Partnerships

LLC’s/LLP’s

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, night clubs, 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.

 

 

Representation

Tax Representation

PROTECT YOURSELF – HIRE AN ENROLLED AGENT

representationWhen 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 any time 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.

 

 

Accounting

Accounting Services

accountingBookkeeping

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.

ProAdvisor-QB-403x635

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