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WHAT WE DO

We have an outstanding track record in dealing with a wide variety of tax and accounting demands.
TaxLady II Union County LLC  has worked with individuals and businesses - from the smallest of startups to the largest corporations - and is equipped for any challenge that may come our way. Whatever financial management advice you may need, please contact us to see how we can help you out

A. TAX PREPARATION SERVICE

Comprehensive tax preparation solutions for individuals, businesses, and non-profits. We ensure accuracy, maximize deductions, and minimize liabilities.

  1. Personal Tax Preparation

    • W-2, 1099, and investment income filing

    • Deductions and credit optimization

    • E-filing services for timely submission

  2. Business Tax Preparation

    • Sole proprietorship, partnership, LLC, and corporation tax preparation

    • Business deduction maximization and compliance support

    • Quarterly estimated tax calculations

  3. Self-Employed and Freelance Tax Services

    • Specialized tax guidance for freelancers, gig workers, and contractors

    • Deduction tracking and quarterly estimated tax support

    • Comprehensive expense documentation and filing

  4. Non-Profit Tax Preparation

    • Filing IRS Form 990 and other required documents

    • Maintaining compliance to protect tax-exempt status

    • Deduction and charitable contribution tracking

  5. Amended Tax Returns

    • Correction of prior filings for accuracy

    • Compliance with updated tax regulations

  6. Audit Support and Representation

    • Support through IRS audits and inquiries

    • Documentation preparation and representation

  7. Tax Extension Filing

    • Extension filing assistance to avoid penalties

    • Extended deadline reminders and planning

Accountant
TAX PREPARATON SERVICE
B. BUSINESS FORMATION SERVICE

Guiding you through every step of starting a new business entity legally and effectively.

  1. Entity Selection Consultation
    Guidance on LLC, Corporation, Partnership, and Sole Proprietorship selection
    Tax impact assessments for each business typ    e

  2. Business Name Registration
    Name search, selection, and registration with state authorities
    Trademark consultation and guidance

  3. EIN Application (Employer Identification Number)
    Filing for a federal tax ID number required for business operations

  4. State and Local Licensing Assistance
    Identification and application for necessary permits and licenses

  5. Operating Agreement Drafting
    Customized operating agreements for LLCs to formalize management structure

Business Meeting
C. ACCOUNTING SERVICE

Essential accounting services for businesses to manage finances with accuracy and compliance.

  1. Bookkeeping Services
    Monthly and quarterly financial record maintenance
    Income and expense tracking and categorization

  2. Financial Statement Preparation
    Creation of Balance Sheets, Income Statements, and Cash Flow Statements

  3. Payroll Solutions
    Payroll processing, tax calculations, and compliance
    Employee pay stubs, tax filing, and payroll record maintenance

  4. Tax Planning & Compliance
    Customized tax strategy development
    IRS compliance monitoring to minimize audit risk

  5. Accounts Payable & Receivable Management
    Bill payments and revenue collection services
    Cash flow optimization and expense monitoring

Office Desk
Business Formation Services
C. ACCOUNTING SERVICE
D. S CORPORATION SERVICE

Specialized support for setting up and maintaining S Corporations to maximize tax advantages.

  1. S Corp Election Filing
    Assistance with IRS Form 2553 filing to elect S Corporation status

  2. Tax Planning for S Corporations
    Optimized tax strategy to benefit from S Corp pass-through taxation

  3. Annual Compliance Support
    Filing state and federal reports to maintain S Corp standing

  4. Quarterly Estimated Tax Assistance
    Calculation and submission of quarterly tax payments

Business Meeting
S Corporation Service
E. NON-PROFIT FORMATION & COMPLAINCE

Helping you establish and maintain a compliant, tax-exempt non-profit organization.

  1. 501(c)(3) Application Assistance
    Full support for filing IRS Form 1023/1023-EZ for federal tax-exempt status

  2. State-Level Exemption Filing
    Applications for state sales and property tax exemptions

  3. Bylaws and Governance Documentation
    Creation of bylaws and policies to meet compliance standards

  4. Annual Filing Compliance (Form 990)
    Preparation and submission of IRS Form 990 to maintain tax-exempt status

  5. Non-Profit Consulting
    Ongoing support for non-profit governance and compliance needs

Helping Hands
Non-Profit Formation & Compliance
F. NON-PROFIT REINSTATEMENT SERVICE

Assistance with reinstating non-profit status after lapses in compliance.

  1. Reinstatement Application Preparation
    Preparation of documents required to reinstate tax-exempt status

  2. Reinstatement Strategy Consultation
    Guidance for successfully reinstating a non-profit based on history and needs

  3. State and Local Compliance Review
    Assistance with state-level compliance requirements

  4. Board Training on Compliance
    Educating leadership on regulatory responsibilities

Donation Boxes
Non Profit Reinstatement
G. PERSONAL LOAN BROKER SERVICE

Personal loan services to connect clients with trusted lenders and favorable terms.

  1. Loan Needs Assessment
    Determining optimal loan type and amount based on financial situation

  2. Lender Matching
    Access to reputable lenders with competitive rates

  3. Loan Application Assistance
    Support for completing loan documentation

  4. Rate Comparison & Negotiation
    Assistance with comparing terms and finding best rates

  5. Ongoing Support
    Support through the loan process and repayment

Dollars
personal Loan Broker
H. VIRTUAL ASSESMENTS

Flexible, convenient consultations available virtually.

  1. Initial Consultation
    One-on-one consultation to assess tax or business needs

  2. Tax Preparation & Filing
    Remote tax preparation sessions for individuals and businesses

  3. Business Consultation
    Strategy sessions for business formation and growth

  4. Tax Planning Sessions
    Tax planning to maximize deductions and credits

  5. Compliance Check-In
    Virtual check-ins to ensure tax and accounting compliance

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Virtual Assistance
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.

  1. Loan Document Signings
    Accurate and efficient notarization for mortgage, refinancing, and loan documents.

  2. Power of Attorney
    Secure and professional notarization for your legal authorizations.

  3. Real Estate Closings
    Reliable notary services for smooth and compliant property transactions.

  4. Affidavits and Oaths
    Fast and precise notarization for sworn statements and declarations.

  5. Business Agreements
    Ensure your contracts and agreements are legally notarized with confidence.

  6. 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

Credit Cards
Notary
Credit Repair
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