01 / PERSONAL TAXESPersonal tax preparation
Your personal return starts with a conversation about your income, your documents, and this year's questions. Book an appointment to discuss your tax preparation.
- Explain how you earned your income during the year.
- Have your previous return handy, if you have it.
- Write down the changes and questions you want to discuss.
Book now02 / BUSINESS TAXESBusiness tax preparation
Your business taxes deserve their own conversation. Tell us how your business operates and what information you have available.
- Explain what your business does and how it is organized.
- Gather your income and expense records.
- Let us know if you also need bookkeeping or payroll.
Book now03 / BOOKKEEPINGBookkeeping
Make room for your business records. A bookkeeping appointment is a starting point to discuss your records, how you manage them today, and where you need help.
- Tell us what system you use to keep your books.
- Identify the periods you want to review.
- Explain what you find difficult to keep organized.
Book now04 / PAYROLLPayroll
Do you have employees? Are you preparing your first payroll? Book an appointment to explain how you pay your team and discuss the service your business needs.
- Share how many people are on your team.
- Explain your current or planned pay schedule.
- Have your questions about the payroll process ready.
Book now05 / INCORPORATINGIncorporating
Starting a business brings many decisions. Talk with Rose about your idea, where you are in the process, and what you need to take the next step toward incorporating.
- Tell us what business you want to start.
- Share where you plan to operate.
- Write down your questions about incorporating.
Book now06 / CONSULTATIONConsultation
You don't need every answer before booking. Choose a consultation to explain your situation, discuss several services, or figure out where to start.
- Bring your questions about taxes or your business.
- Explain what you need to address first.
- Discuss which service fits your situation.
Book now07 / TAX RESOLUTIONTax resolution
If you received a notice or have a balance with the IRS, book an appointment to explain your situation and ask how to start.
- Tell us which notice or letter you received.
- Have the dates and amounts from that notice handy.
- Write down the questions you want to review with Rose.
Book now08 / PENALTIESPenalty reduction
If penalties or interest are a concern, an appointment is a way to review what happened and what information is needed.
- Explain which penalty or charge concerns you.
- Gather the notices you have received.
- Note the important dates you want to discuss.
Book now09 / TAX IDTax ID
If you need an identification number for your business, book an appointment to explain your business and which identifier you are looking for.
- Tell us what kind of business you have or want to open.
- Say whether you already have an identification number.
- Note why you need the Tax ID.
Book now10 / NOTARIZATIONSNotarizations
If you need a document notarized, book an appointment to explain which document you have and how you want to complete it.
- Describe the document you need notarized.
- Say whether everyone who must sign can be present.
- Note the date you need it.
Book now11 / ITINITIN
If you need an ITIN, book an appointment to explain your situation and which documents you have available.
- Tell us why you need the ITIN.
- Have your identification and related documents handy.
- Write down the questions you want to review before you start.
Book now