Call or Text Us Today! (469) 822-1510
Call or Text Us Today! (469) 822-1510
Individual Tax Services
Tax Services for Individuals
Has your tax situation become more complex? Has doing your own tax returns using self-guided tax preparation software become more time-consuming, complicated, and frustrating? The ever-changing tax code is becoming more complex making it difficult for tax filers to understand and complete tax returns correctly. Don’t turn to do-it-yourself tax preparation software. Let a professional with Taylor CPA prepare your tax returns accurately so you can avoid missing out on important tax deductions and credits that many taxpayers might not notice or are uninformed about. We can help you save time and take advantage of all possible deductions and credits to which you are entitled to lower your tax liability to Uncle Sam.
We provide the following tax services for individuals:
- Comprehensive tax services from planning to filing
- Simple and Complex Individual Tax Preparation
- Form 1040 Trusts
- Form 1041 Estates
- Form 706 and Form 1041 Gift
- Form 709 State Income Tax Returns (if applicable)
- Tax Audit Representation and Resolution with IRS or State Taxing Authorities
- Offers in Compromise
- Tax Payment Plan Assistance
- Tax Planning Strategies
- Review of W-4 Employee Payroll Withholding
Audit Protection - We also provide audit protection support for every 1040 individual tax return we file at no additional cost giving you a peace of mind when filing your tax returns with us.
Contact us now and let an experienced CPA and Enrolled Agent help you start saving today!
Business Tax Services
Tax Services for Small Businesses
Is filing your taxes stressful? Are the self-employed tax forms confusing? Let Taylor CPA assist you with the tax considerations and advantages that come along with running your own business. The tax laws for business expenses are constantly changing and becoming more complicated each year, so it is easy to make an error that can grossly affect your bottom line. Taylor CPA can assist you, so you can avoid missing out on important tax deductions and credits that many taxpayers might not notice or are uninformed about and help you avoid paying penalties, fees, and interest on an incorrectly prepared tax return.
Taylor CPA can help you take advantage of all possible deductions and credits, file your tax returns on time every time, and help you minimize your tax burden so you can grow your business.
We provide the following tax services for small businesses:
- Tax Preparation and E-filing
- C Corporations - Form 1120
- S Corporations - Form 1120S
- Partnerships - Form 1065
- Tax-Exempt Entities - Form 990
- State Income Tax Returns, if applicable
- Payroll Tax Returns
- Sales Tax Returns
- Tax Planning and Advisory Services
- Tax Representation and Resolution Support with IRS or State Taxing Authorities
Contact Taylor CPA today to get started!
Start Your Taxes Online Now
Our Mobile App
Our Mobile App
Our Mobile App
Download our mobile app to start uploading your tax documents from the comfort of your home or office.
Our Website
Our Mobile App
Our Mobile App
Visit our secure and encrypted client portal to start uploading your tax documents to our office.
File Your Taxes Remotely
Have your taxes completed remotely by an experienced CPA and Enrolled Agent.
Ready to get started with your tax preparation? Book your tax interview appointment and upload your tax documents through our secure file upload portal completely online here on our website. We will confirm receipt of your items and will be in contact with you for any open items still needed.
Preliminary Tax Prep Checklist:
- All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided from the payer.
- Copy of valid driver's license and social security card/ITIN/ATIN for each individual listed on the tax return
- Form 1095-A (for health insurance purchased through a public exchange), Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage).
- If you are a new client, provide copies of last year’s tax returns.
- Copy of the closing statement if you bought or sold real estate.
- Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.
- Detail of estimated tax payments made, if any.
- Income and deductions categorized on a separate sheet for business or rental activities.
- List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.
- Copy of all acknowledgement letters received from charitable organizations for contributions made in 2022.
