annual

tAX PREPARATION

opportunity awaits

Tax preparation is far more than simple data entry – it is an opportunity to take advantage of strategies for legally maximizing your tax savings now and for many years to come.

Whether you need assistance with your current-year taxes, amending prior year’s returns or filing for the first time in a long while, we can help.

Because we believe in giving you a valuable experience, we only provide tax preparation services as a part of our Taxley Membership program, and as a part of our All-Inclusive Tax Resolution service.

Client Highlights

Tax Problem: Income and Trust Fund Penalty Tax Debt of over $2 million
With Taxley: $207,228 Offer In Compromise Settlement Approved
No further threat of levies, balance of debt eliminated and peace of mind restored

Tax Problem: IRS Tax Debt $184,279 • Unfiled Returns • Social Security Levy
With Taxley: Returns Filed • $500 IRS Offer In Compromise approved
No further threat of levies, balance of debt eliminated and peace of mind restored

Before Taxley: Tax Debt $332,965 • Active Levies • DL and Passport Suspension
With Taxley: Reduced tax debt to $285,583 • Affordable Payment Plan
Drivers license and passport reinstated, no further threat of tax levies

Before Taxley: Payroll Tax Debt of over $4 million • $55,000/month payment
With Taxley: $0/month payment - company placed in hardship status
No further threat of company closure and tax levies

Before Taxley: Income Tax Debt of $32,456.93 • Overwhelmed
With Taxley: Tiered payment plan for $250/month • Eliminated $2,800+ in penalties
Has an affordable payment plan, better monthly budget and accurate payroll withholding

Before Taxley: IRS Tax Debt $7,300 • State Tax Debt: $153,086 • over $100k Levied by State
With Taxley: Returns Filed • $0 State Tax Debt • $150/mo IRS payment plan
No further threat of levies, state debt eliminated and peace of mind restored

Before Taxley: Unfiled Business + Personal Returns • Tax Debt of $530,985
With Taxley: Returns filed • $73,392 in penalties abated • Affordable monthly payment plan
No further threat of IRS return filing and levies, peace of mind restored

Membership and Resolution Service Level Tax Prep

Personal Tax Prep

SINGLE | MARRIED FILERS

W-2s

Brokerage Statements

Itemized Deductions

Dependents

Pro Tax Prep

SCHEDULE C, E and F FILERS

Standard, plus:

One Schedule C, E or F

K-1s

30-min. Business Review

Enterprise Tax Prep

S-CORP | C-CORP FILERS

Standard Personal Return

K-1s

One Business Entity

60-min. Business Review

All tax preparation services include electronic filing and one state filing, if applicable. Taxley Members get the added benefit of FREE tax audit support.

Add-Ons: Additional fees are required for add on services, which include, but are not limited to: Additional state or local filings, US Expat and foreign financial disclosure filings (e.g. Form 2555 or FBAR) and each business entity or rental property filing beyond what’s included in your service package.

questions? Let's Chat!

It all starts with a free consultation. No sales reps, no pressure. Get the clarity you need to choose the right representation for yourself and your business.

513.982.2800