Services – KelleyATA

Tax Services

Planning and Advice - Tax planning is essential in a small business. If taxes are not figuring in to your small business or individual financial decisions, you might be missing a golden opportunity.

Tax Return Preparation - We prepare individual and business returns. We are well versed in individual 1040, Partnership 1065, C-Corp 1120, S-Corp 1120, Home Owners Association 1120H, and many other types of returns.

Amended Returns - For new clients, we will review past returns for possible errors, and if any are discovered we can propose an amended return to take advantage of missed deductions or credits.

Late Returns - We understand that taxes are not always the most important things on your mind. That is why we are here to help you. If you missed a filing deadline though, we have to warn you that it is getting harder and harder to avoid detection by the IRS for not filing a return. They may be slow, but with all the information that employers and banking/investment institutions are required to send the the IRS, it is likely the IRS will eventually come to collect. It is better to get ahead of the IRS and have professionals file your return. You will likely owe a lot less than if the IRS does it for you.

Installment Agreements/Payment Plans - We understand that unforeseen expenses such as medical bills or losing a job can completely derail your financial situation. If you are worried about having enough money to pay your taxes in April we can help you come to an agreement with the IRS.

IRS Audits - If you are selected for an IRS audit, do not panic. It is very likely you have done nothing wrong, but something in your return did not match IRS records, or a financial reality of your situation did not match patterns expected by the IRS. However, because of the possible liability we strongly recommend you seek professional help if you are selected for an audit. We can act as your representative to the IRS and help guide you through the process.

Appeals - If the IRS issues a judgement against you, you have the right to appeal. Appeals must be handled quickly and correctly, or you may lose your chance to appeal. We can help you appeal an IRS collection notice.

Penalty Abatement - The IRS has become increasingly zealous with their penalties. Many times people hit with these penalties simply made a mistake. They are not the criminal tax evaders for which the penalties were created. There are allowances for these situations. We have helped many clients avoid penalties, and we may be able to do the same for you.