top of page
Untitled (Website).png
WELCOME TO
Your Trusted Partner in Business and Personal Tax Solutions
Untitled design (4).png

Welcome to TaxLady II Union County LLC – your trusted partner for comprehensive tax preparation, business formation, and accounting services. Whether you're an entrepreneur, small business owner, or non-profit, we’re here to make your financial goals a reality. Our team of experienced Enrolled Agents and Notary Signing Agents provides expert support with a commitment to accuracy, compliance, and convenience. Book a consultation today and experience the difference with professional tax guidance at every step of your journey.

Simple Modern Photo Collage Autumn Fashion Sale Banner.png

Our Commitment

  • Accuracy and Transparency: We work meticulously to ensure your tax returns are accurate and optimized.

  • Personalized Approach: We know that each financial situation is unique, and we tailor our strategies to fit your needs.

  • Client Success Focused: From tax savings to business growth, your success is our top priority.

Copy of Untitled Design (5).png

Ready to get started? Contact us today for a free consultation or explore our services!

TAX PREPARATION

  • Personal Tax Preparation

  • Business Tax Preparation

  • Self-Employed and Freelance Tax Services

  • Non-Profit Tax Preparation

  • Amended Tax Returns

  • Audit Support and Representation

  • Tax Extension Filing

BUSINESS FORMATION

  • Entity Selection Consultation

  • Business Name Registration

  • EIN Application (Employer

  • Identification Number)

  • State and Local Licensing Assistance

  • Operating Agreement Drafting

ACCOUNTING

  • Bookkeeping Services

  • Financial Statement Preparation

  • Payroll Solutions

  • Tax Planning & Compliance

  • Accounts Payable & Receivable Management

S CORPORATION

  • S Corp Election Filing

  • Tax Planning for S Corporations

  • Annual Compliance Support

  • Quarterly Estimated Tax Assistance

NON-PROFIT FORMATION & COMPLIANCE

  • 501(c)(3) Application Assistance

  • State-Level Exemption Filing

  • Bylaws and Governance

  • Documentation

  • Annual Filing Compliance (Form 990)

  • Non-Profit Consulting

NON-PROFIT REINSTATEMENT

  • Reinstatement Application

  • Preparation

  • Reinstatement Strategy Consultation

  • State and Local Compliance Review

  • Board Training on Compliance

PERSONAL LOAN

BROKER

  • Loan Needs Assessment

  • Lender Matching

  • Loan Application Assistance

  • Rate Comparison & Negotiation

  • Ongoing Support

VIRTUAL APPOINTMENTS

  • Initial Consultation

  • Tax Preparation & Filing

  • Business Consultation

  • Tax Planning Sessions

  • Compliance Check-In

HIGHLIGHTS OF OUR SERVICES

Explore the comprehensive services we offer to help you stay financially organized and compliant year-round:

Copy of Untitled Design (27)_edited.png

Kasi McKoy Studios

We are excited to continue to use Tax Lady II Union County as our tax professionals.

They are professional, personable, and courteous.

We’ve even had the opportunity to photograph their 5th annual client appreciation event; we love that they are willing to pour back into their clients, us included. They flew us in all the way from Atlanta, Georgia.

Subscribe to Our Newsletter

Thanks for submitting!

bottom of page