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Tax Planning Services

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Tax Strategies Judge Learned Hand said, in a tax opinion back in 1935: "Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands." Call us for a no-charge initial conference. You can contact us via email, phone or fax.

Tax Preparation Services

Individual and Business Tax Returns

Individual Tax Preparation A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed. Business Tax Preparation Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients. We are a full-service professional tax preparation firm. We prepare taxes for business, individuals and non-profit entities, including payroll, income, estate and gift, and non-profit taxes. For your convenience, we can send you a FREE tax organizer booklet. Print it out, fill in the sections that apply to you, and bring it to your tax preparation appointment. Contact our office if you have questions or want more information. You can contact us via email, phone or fax.

Tax Problem Resolution Services

Tax Audit Representation

Tax Audit Matters IRS tax examinations or audits review your books and records and may utilize audit techniques to verify the accuracy of your return through the use of third party affirmations.   IRS tax audits fall into three types that include coresspondence audit, office audit, and field audit. The type of the audit and location where the audit is to occur indicates the severity of the IRS tax audit.   Examinations can be triggered by a number of factors but generally occur because your return is missing income information reported to the service center by others, your return contains red flags, inconsitencies or errors, you were selected at random or the service center has targeted your industry or certain transactions which are on your return for compliance testing. Our Services   We can help you with the following tax matters:   • Tax Audit Defense • Tax Audit Appeal • Tax Audit Reconsideration • Delinquent Tax Returns • Tax Court Representation • Payroll Tax Problems • Innocent Spouse Relief    In order for us to provide you with the best tax assistance for your needs, please keep the following in mind:   • The IRS may contact you with questions about your return.   • If you receive a notice from the IRS, please contact us immediately. We can work together to quickly identify and resolve any issues that may arise.   • Don't disregard notices you receive from the IRS. Failure to respond to IRS notices can lead to delayed refunds or tax credit payments, penalties for future tax returns, or other consequences.   Contact our office if you have questions or want more information on these and other strategies that could reduce your taxes. You can contact us via email, phone or fax

IRS Collection Representation

    Tax Collection Matters  As your representative, we will ensure that the IRS acts within their guidelines and follows proper procedures when attempting to collect on a tax that may be owed to them. we will also make sure that your rights as a taxpayer are not violated and that the IRS does not force you to reveal information that may not be pertinent or required, or may be usedagainst you. By having us act on your behalf, you will no longer have to deal directly with the IRS. We will work with you to develop a solution to your tax problems so that you can relax and rest easier. During this entireprocess, we will treat you fairly, honestly and with respect, and will respond ion a timely manner to all of your inquirieson all matters. If you are searching for tax relief, let us obtain the best possible result for you. Our Services   We can help you with the following tax matters:   • Offer and Compromise • Installment Agreements • Delinquent Tax Returns • Wage Garnishments • Bank Levys • Payroll Tax Problems • Innocent Spouse Relief • Tax Liens     In order for us to provide you with the best tax assistance for your needs, please keep the following in mind:   • The IRS may contact you with questions about your return.   • If you receive a notice from the IRS, please contact us immediately. We can work together to quickly identify and resolve any issues that may arise.   • Don't disregard notices you receive from the IRS. Failure to respond to IRS notices can lead to delayed refunds or tax credit payments, penalties for future tax returns, or other consequences.   Contact our office if you have questions or want more information on these and other strategies that could reduce your taxes. You can contact us via email, phone or fax

Financial Services

Wealth Management

Whether planning for retirement or for a child's college education, wealth planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning. See our webpage on www.myhdvest.com/albratton.

Accounting Services

Accounting and Bookkeeping Services

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Direct Deposit, Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Other Services

Business Planning and Entity Set-up

Entity Selection and set-up, and assistance with business plans and loan proposals.

Business Valuations

We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.

Send Us a Message

We would love to hear from you!

301-772-6555 Fax: 301-772-9599 albratton@myattorney-cpa.com

Get clarity on your tax and accounting situation