Tax Services

Introduction

Our tax services include comprehensive tax planning and tax return preparation for individuals, businesses, estates and trusts. Our goal is to work with you throughout the year so the tax consequences of your financial decisions are understood before the final decision is made. Our "No Surprises" approach to tax planning keeps you informed of the tax liability from your decisions so tax season isn't a traumatic event. And for clients that have an old tax problem, we have extensive experience working through difficult issues involving the Internal Revenue Service and the State Departments of Revenue.

Services

• Business

  - Income Tax Preparation & Filing, Amending Prior Tax Returns, Nonprofit Taxation, IRS Resolution & Audit Support For Existing Clients, IRS Payment Plan, Federal & State Correspondence, Tax Accounting Methods, Tax Planning & Projecting, Electronic Filing

• Individual

  - Income Tax Preparation & Filing, Amending Prior Tax Returns, IRS Resolution & Audit Support For Existing Clients, IRS Payment Plan, Federal & State Correspondence, Tax Planning & Projecting, Electronic Filing, Tax Credits, Nanny Tax; Issuing Tax Documents

Business Services

Our firm prepares all versions of the federal business income tax returns (1120, 1120S, 1065, 990). We prepare business tax returns for all states, including multi-state tax returns.

To request our Business Tax Organizer, use the Contact Us form and provide us with all requested information. The Tax Organizer will help you with assemble a complete set of tax documents and required information.

Preparation Cost

Fee Schedule

Engagement Letter

Business Organizer - With Software

Business Organizer - Without Software

Business Organizer - Rentals

Every return is unique and the complexity depends upon the events that took place during the year, including a change in ownership, change in type of entity and condition of the financial records to name a few. The above Fee Schedule will provide an estimated cost to complete your return. To obtain a firm quote for fees to complete your tax return, please complete the Contact Us form. Provide us with the type of entity, number of shareholders, industry, years in business, number of employees and statement of the general condition of your financial information. This includes: is it compiled in an accounting system, summarized on paper, etc. We may email you back with a request for additional information prior to finalizing the estimate. If you have already received a Tax Organizer please fax it to (410) 551-7752 or email it to taxes@GBAaccounting.com

Individual Services

Our firm prepares all types of federal individual income tax returns (1040-EZ, 1040-A, 1040, 1040-NR). We also prepare income tax returns for all states, including multi-state tax returns. We have extensive experience with tax issues related to military personnel and government employees.

To request our Client Newsletter and Tax Organizer, use the Contact Us form and provide us with all requested information. The Tax Organizer will help you with assemble a complete set of tax documents and required information.

Preparation Cost

Fee Schedule

Short Organizer

Short Organizer - With Schedule C and Schedule E

Every return is unique and the complexity depends upon the events that took place during the year, including the purchase and sale of a residence, sale of stock, retirement and marriage to name a few. The above Fee Schedule will provide an estimated cost to complete your return. Electronic filing fees with direct deposit are included. To obtain a firm quote for fees to complete your tax return, please complete the Contact Us form. If you have already received a Tax Organizer please fax it to (410) 551-7752 or email it to taxes@GBAaccounting.com