Services
Individual Tax Returns: We review your documents, carefully ask you the right questions to determine the best refund possible. We will give you advise based on our findings and how you can better position yourself annually for tax time. Own a small business as a DBA or LLC? We can help you too.
- Business use of home for Schedules A, C, E, F, K-1, and Forms 2106/4835
- Consolidated sales of assets
- Child Care tax credit
- Earned income tax credit
- Standard mileage vs. actual expenses
- IRA, Keogh, SEP and SIMPLE deductions
- Self-employment tax
- Taxable Social Security Benefits
- Estimate vouchers and worksheet
- Exception for real estate professionals
- Vacation home limitations and carryovers
- At-risk limitations and carryovers (regular and AMT)
- Related party transactions for installment sales and like-kind exchanges
- Passive loss limitations and carryovers
- All States
- City Tax Returns
Business Formation: Looking to form an LLC for your business in Texas? We can help you get your LLC in 7 days or less!
IRS Notice Review: If you receive a notice from the IRS before or after we file taxes, we will walk with you to guide you on resolving the issue so you’re not alone!
Business Coaching & Consulting: Nancy is an award-winning business coach and consultant and works with several entrepreneurs to actualize their dreams. Thinking of starting a business? Let us know and we will get you started.
We offer Protection Plus
Add Value to Your Return
- Protection Plus is a professional company ready to assist clients in the event of an IRS audit.
- Assists the taxpayer, even if the return is unfunded
- Provides client protection for three years
- Reimbursement up to $2,500 for legitimate preparer errors*
- Protection Plus offers year-round bi-lingual support
- Protection Plus will deal with the client and the IRS
Coverage
Covers denied credits such as the ones below even if the return has not been funded.
- EITC
- Child Tax Credit
- Additional Child Tax Credit
- American Opportunity Credit
- First Time Homebuyers Credit
- W-7 rejects
Identity Theft Restoration Services
For a full year from the date of enrollment, Protection Plus Members have 24/7, 365 days per year
access to Identity Theft Restoration Advocates who will provide comprehensive, personalized
recovery services for identity theft incidents.
Protection Plus assists taxpayers in the event that the IRS holds a taxpayer’s return for Identity Theft for
any of the following reasons:
- Duplicate SSN previously filed.
- Preparation office redirection of funds.
- Stolen refund check.