Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers.  Various tax changes inevitably occur from year to year. These can range from minor adjustments to the complete elimination of various tax provisions. Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there’s no substitute for the assistance of an experienced tax professional.

Here’s what you get…

  • Your tax return will be checked by a tax professional and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Your tax return can be filed electronically so you will get a refund back quicker.
  • Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months?
  • We will show you potential deductions to limit your tax liability. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.

Books a Mess? No Problem!
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.

Lisa has 20+ years of experience filing corporate and individual tax returns. She is an Enrolled Agent and has passed three exams from the IRS that showed expertise in corporate taxes, individual taxes and IRS procedures. Lisa takes her continuing education courses annually keeping her current with all new tax laws. Lisa also passed the examination for Registered Tax Return Preparer that the IRS no longer offers.

On the Mark Financial Services can represent a client to the IRS on the same level as a CPA or a lawyer and has become a trusted advisor for several CPAs and other tax preparers.

Forms Covered

  • 1120
  • 1120-S
  • 1065
  • 1040s