Extra Tax Services

There are things related to taxes that I can help you with, so I have prepared this guide for you.

CLIENT ORGANIZER

What it is:  It’s a form prepared showing what items reported in 2020 to help you remember what you should submit for 2021.  Contact me for yours today!

PAYMENT PLAN REQUEST FOR MY TAXES

Sometimes you just know you are going to owe the IRS and some years that is not financially viable.  The IRS will grant you a payment plan for a balance due of less than $50,000.  There are a few qualifications but as long as you meet those, it is an automatic approval.  I can prepare this request but I will need a lot of extra information and it is not cost-effective for you.  However, you can go online and do this yourself for free!  Ask me how.

PAYMENT PLAN REQUEST FOR MY TAX PREPARATION FEE

I understand, some years are just financially taxing (sorry, I couldn’t resist).  I do offer a payment plan to select clients:

• Any prior balance due has been satisfied
• Pay out over a maximum of five (5) monthly payments
• A convenience fee of $20 or 7.5% of the total balance due, whichever is higher, applies
• A signed authorization for automatic withdrawal of funds is required
• Your return will be electronically filed upon payment of first installment

Call me for an application.

FAFSA APPLICATION HELP

I am happy to help you with your financial aid application.  As always, the very occasional phone question is never a problem.  However, sometimes with self-employment or other more complicated issues, more extensive help is needed.  If that is the case, please hit “save” on pages you cannot complete without help, complete as much as you can, then make a phone appointment with me to finish the pages you didn’t complete.  The fee for this extensive service varies depending on time spent, with a minimum fee of $50.

DO YOU HAVE AN LLC?

If you do, don’t forget you must file a Franchise Report with the state of Texas or forfeit your LLC.  The due date is May 15.  Returns that aren’t filed or extended by that date incur a penalty of at least $50, even with no tax due.  If you want me to prepare this for you, call me.  Cost of preparation is $100 for most returns.  Other services to keep your LLC, Sub S or C corporation up to date are also available, including registered agent service and corporate meeting notes.  Call me!