Tax Preparation


BOOKS IN BALANCE specializes in sole proprietorships and small business tax returns.

 The GAO (Government Accountability Office) estimates that “Most of the taxpayers who used a paid preparer believe they benefited from doing so. Many taxpayers told us they believed they would have great difficulty filling out their own tax forms because they do not understand their filing requirements.”

Whether we like to believe it or not, some of today’s tax laws are so complicated that what may seem like a relatively simple return can be confusing and daunting. It is often too easy to overlook deductions and credits to which you are entitled or to take deductions you may not be entitled to, only to have to repay them with penalties and interest at a latter date. That is why we offer tax preparation.

Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

We do the tax return preparation with a professional approach so as to save your time and money. We also apply various what if scenarios to the prepared tax returns looking for a possibility to minimize taxes or maximize refunds.

Tax Preparation includes: Preparation for Individuals — Estates & Trusts — Small Business — Corporations & Partnerships. We offer CPA services if needed.

If you have a grief you can’t seem to settle, you can contact your local IRS branch for assistance.

The IRS has several offices responsible for taking action against problem paid preparers, including the Office of Professional Responsibility. These offices sanction preparers for violating standards of conduct and can assess monetary penalties for violating tax laws when preparing returns.

Complex or specialized tax matters are referred to our associate CPA– so you are sure you get the most experienced professional handling your specific tax needs and in a timely manner.

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