SERVICES

WORK WITH ME

Bookkeeping Services for Small Businesses

  • Bank reconciliation
  • Preparation of financial statements

  • Sales tax filing

  • Process Accounts Payable

Individual/Small Business Tax Preparation

  • Tax Planning

  • Federal/State/Local

  • Free E-Filing

Notary Public Services

IRS Representation Services

  • IRS Liens and Levies

  • Installment Payment Plans

  • Innocent Spouse Relief

  • Offers in Compromise

  • Appeals Procedures

  • Penalty Abatement

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FREQUENTLY ASKED QUESTIONS

I’ve submitted my tax return, when will my refund be deposited?

To find the status of your tax return, please click here: https://www.irs.gov/refunds. You’ll need your social security number, filing status, and exact amount of refund.

What should I bring with me to my first tax appointment?

When you schedule your appointment, you’ll receive an email from my office with a checklist of items to bring. You can also download the checklist here.

Can I drop off my tax return?

Of course! If you are in a time crunch, always feel free to drop off your tax returns or submit your tax documents through my secure portal. For the safety of your personal information, I will not accept emailed tax documents.

How can I schedule an appointment?

You can schedule an appointment online by clicking here.

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© 2017 Landon Roe