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A. TAX PREPARATION SERVICE
Comprehensive tax preparation solutions for individuals, businesses, and non-profits. We ensure accuracy, maximize deductions, and minimize liabilities.
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Personal Tax Preparation
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W-2, 1099, and investment income filing
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Deductions and credit optimization
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E-filing services for timely submission
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Business Tax Preparation
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Sole proprietorship, partnership, LLC, and corporation tax preparation
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Business deduction maximization and compliance support
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Quarterly estimated tax calculations
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Self-Employed and Freelance Tax Services
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Specialized tax guidance for freelancers, gig workers, and contractors
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Deduction tracking and quarterly estimated tax support
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Comprehensive expense documentation and filing
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Non-Profit Tax Preparation
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Filing IRS Form 990 and other required documents
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Maintaining compliance to protect tax-exempt status
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Deduction and charitable contribution tracking
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Amended Tax Returns
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Correction of prior filings for accuracy
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Compliance with updated tax regulations
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Audit Support and Representation
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Support through IRS audits and inquiries
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Documentation preparation and representation
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Tax Extension Filing
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Extension filing assistance to avoid penalties
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Extended deadline reminders and planning
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B. BUSINESS FORMATION SERVICE
Guiding you through every step of starting a new business entity legally and effectively.
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Entity Selection Consultation
Guidance on LLC, Corporation, Partnership, and Sole Proprietorship selection
Tax impact assessments for each business type -
Business Name Registration
Name search, selection, and registration with state authorities
Trademark consultation and guidance -
EIN Application (Employer Identification Number)
Filing for a federal tax ID number required for business operations -
State and Local Licensing Assistance
Identification and application for necessary permits and licenses -
Operating Agreement Drafting
Customized operating agreements for LLCs to formalize management structure
C. ACCOUNTING SERVICE
Essential accounting services for businesses to manage finances with accuracy and compliance.
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Bookkeeping Services
Monthly and quarterly financial record maintenance
Income and expense tracking and categorization -
Financial Statement Preparation
Creation of Balance Sheets, Income Statements, and Cash Flow Statements -
Payroll Solutions
Payroll processing, tax calculations, and compliance
Employee pay stubs, tax filing, and payroll record maintenance -
Tax Planning & Compliance
Customized tax strategy development
IRS compliance monitoring to minimize audit risk -
Accounts Payable & Receivable Management
Bill payments and revenue collection services
Cash flow optimization and expense monitoring
D. S CORPORATION SERVICE
Specialized support for setting up and maintaining S Corporations to maximize tax advantages.
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S Corp Election Filing
Assistance with IRS Form 2553 filing to elect S Corporation status -
Tax Planning for S Corporations
Optimized tax strategy to benefit from S Corp pass-through taxation -
Annual Compliance Support
Filing state and federal reports to maintain S Corp standing -
Quarterly Estimated Tax Assistance
Calculation and submission of quarterly tax payments
E. NON-PROFIT FORMATION & COMPLAINCE
Helping you establish and maintain a compliant, tax-exempt non-profit organization.
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501(c)(3) Application Assistance
Full support for filing IRS Form 1023/1023-EZ for federal tax-exempt status -
State-Level Exemption Filing
Applications for state sales and property tax exemptions -
Bylaws and Governance Documentation
Creation of bylaws and policies to meet compliance standards -
Annual Filing Compliance (Form 990)
Preparation and submission of IRS Form 990 to maintain tax-exempt status -
Non-Profit Consulting
Ongoing support for non-profit governance and compliance needs
F. NON-PROFIT REINSTATEMENT SERVICE
Assistance with reinstating non-profit status after lapses in compliance.
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Reinstatement Application Preparation
Preparation of documents required to reinstate tax-exempt status -
Reinstatement Strategy Consultation
Guidance for successfully reinstating a non-profit based on history and needs -
State and Local Compliance Review
Assistance with state-level compliance requirements -
Board Training on Compliance
Educating leadership on regulatory responsibilities
G. PERSONAL LOAN BROKER SERVICE
Personal loan services to connect clients with trusted lenders and favorable terms.
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Loan Needs Assessment
Determining optimal loan type and amount based on financial situation -
Lender Matching
Access to reputable lenders with competitive rates -
Loan Application Assistance
Support for completing loan documentation -
Rate Comparison & Negotiation
Assistance with comparing terms and finding best rates -
Ongoing Support
Support through the loan process and repayment
H. VIRTUAL ASSESMENTS
Flexible, convenient consultations available virtually.
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Initial Consultation
One-on-one consultation to assess tax or business needs -
Tax Preparation & Filing
Remote tax preparation sessions for individuals and businesses -
Business Consultation
Strategy sessions for business formation and growth -
Tax Planning Sessions
Tax planning to maximize deductions and credits -
Compliance Check-In
Virtual check-ins to ensure tax and accounting compliance
I. NOTARY SIGNING
Ensure your important documents are handled with accuracy and care. At Tax Lady II Union County LLC, we offer reliable notary services for loan signings, legal documents, real estate closings, and more. Flexible scheduling and mobile options available! Contact us today.
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Loan Document Signings
Accurate and efficient notarization for mortgage, refinancing, and loan documents. -
Power of Attorney
Secure and professional notarization for your legal authorizations. -
Real Estate Closings
Reliable notary services for smooth and compliant property transactions. -
Affidavits and Oaths
Fast and precise notarization for sworn statements and declarations. -
Business Agreements
Ensure your contracts and agreements are legally notarized with confidence. -
Legal Documents
Professional notarization for wills, trusts, and other critical legal paperwork.
J. CREDIT REPAIR
Take control of your financial future! Our credit repair services help you dispute inaccuracies, improve your credit score, and achieve financial freedom. Contact us today to start your journey toward better credit.
✔️ Disputing inaccuracies on your credit report
✔️ Removing late payments, collections, and inquiries
✔️ Personalized credit-building strategies
✔️ Ongoing credit monitoring and guidance
