Welcome
Our team of experienced tax professionals is here to help you with all your tax needs. We offer a wide range of tax services, from tax preparation to tax planning and everything in between. Our goal is to help you minimize your tax liability and maximize your tax savings.
Contact us today to schedule an appointment and see how we can help you.
(937) 938-5784
Preparing for an Appointment
To have me prepare and eFile your tax returns, you will need:
Identification
A valid photo ID for you and your spouse, if filing jointly. Visa status.
Tax documents
All income statements, such as W-2s and 1099s. Business P&L.
Social Security
Social Security or ITIN cards for everyone on the tax return
Bank Information
Proof of a bank account for direct deposit of any refund.
Last year's return
New clients provide a copy of last year’s return, if available.
Filing back taxes
You have three years to file a return and claim a refund, starting from the original due date or the extension due date if you filed an extension.
Penalties for late filing
If you are owed a refund, there is no penalty for filing late. However, if you owe taxes, penalties and interest will apply.
Self-employment income
Failing to file can prevent your self-employment income from being reported to the Social Security Administration, which can impact future Social Security benefits.
If you cannot pay
If you cannot pay your tax bill in full, please don't worry. I can help you! You should still file your returns to minimize penalties. The IRS offers several payment options:
Installment agreement
This program allows certain taxpayers to settle their tax debt for less than the full amount. To qualify, you must be in compliance with all filing and payment requirements and prove you cannot pay the full liability.
Offer in Compromise (OIC)
Failing to file can prevent your self-employment income from being reported to the Social Security Administration, which can impact future Social Security benefits.
Currently Not Collectible (CNC)
If you are experiencing serious financial hardship, the IRS may determine that you cannot pay your tax debt and temporarily delay collection until your financial situation improves.
Tax Season Through Our Lens
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We offer comprehensive tax preparation services via Zoom, available in 36 languages!
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