Post Tax Filing Services

Amended Taxes

If you discover an error after filing your tax return, it’s important to correct it by amending your taxes. Common reasons for needing an amendment include failing to report some income, incorrectly claiming deductions or credits, missing out on deductions or credits you were entitled to claim, or selecting an incorrect filing status. For instance, once a joint return is filed, you cannot change to a separate filing status after the due date, unless an executor makes this change for a deceased spouse.

We can assist you in preparing and filing amended taxes. Amended returns must be filed with detailed explanations of the changes made from the original submission. Our experienced tax experts are well-versed in preparing these amendments and providing clear explanations of the adjustments.

Previous Year’s Taxes

If you missed filing your taxes by the April deadline, nor filed in October and still haven’t filed by December, don’t worry —we’re here to help.

The good news is that you can still e-file your late taxes, though you may be subject to IRS penalties. The IRS imposes two types of penalties:

1. Failure-to-file: This penalty amounts to 5% of your unpaid taxes for each month or partial month that the return is past the April 15 deadline, capped at 25% of the unpaid tax.
2. Failure-to-pay: This penalty is 0.5% of your unpaid tax per month or partial month, starting the day after taxes are due in April, and also caps at 25% of your unpaid tax.

Contact us, and we will help you navigate the best way to file your taxes and work toward securing a waiver for penalties.

Audit Support

Received an IRS letter? Don’t panic—contact us immediately. Our tax professionals are well-equipped with the knowledge to handle tax audits. We will help you understand the IRS notice and address all your audit-related questions.

Basic audit consultation is included in our tax fees for existing clients.Our audit support services include:

• Explaining your IRS notice
• Guiding you through the response process for non-critical audits
• Preparing documentation for audits
• Representing you before the IRS for critical audits (with Power of Attorney)

For those looking for more extensive service we also have the Annual Tax Retainership Program.

Annual Tax Retainer Program (ATRP)

ATRP is a round-the-year help & support plan for tax matters available to you at a deeply discounted rate at the time of filing your taxes.

All through the year there are numerous reasons why you may need to call us to discuss tax matters. It may be a notice you received, or you are making some financial decisions and want to understand the tax implications or maybe you just want to proactively plan for your taxes. This program allows you to call your tax advisor without having to think twice about consultation fees.

It is important that you sign up for this service at the time of filing your tax returns. You cannot sign up for this program later. Without the retainer, our tax consultancy fee the

Please note this program covers free of charge queries like:

• Tax Advise when expanding your business to another state.
• Responding to a state notice.
• Wanting to change the structure of your company.
• Assistance on what write off you are eligible for based on your company.
• Any queries you may come upon about accounting.
• Expanding your business abroad.
• The tax process for new hires.
• The tax process for when an employee is no longer with you.
• Tax advice about hiring consultants.

However, IRS/State notice or tax amendments that require us to prepare your response are not included in this plan. But as a benefit of the retainer program, you will receive a 33% discount on our hourly rate.

How Does the Program Work?

At the time of filing your taxes, we will ask you if you would like to sign up for the annual retainer. If we forget, ask us!

Once you are signed up, we will give you a retainer number. You need to specify this number in your communication with us for faster service.