Brooks and Associates, PLC > Services

Taxes

Paying taxes is never fun! There is an obligation to pay them, but there is nothing that says you have to pay more than you are legally required. For many, taxes are the biggest expense they have. Not everyone needs a tax professional. Consider these questions:

Do you have someone who is giving you proactive advice before the end of the year on how to save on taxes?
Are you staying up to date on the ever-changing tax laws?
Are you sure your forms are being completed properly?
What will you do if the IRS sends you a notice asking questions about your return?
Preparing your own return can save you tax preparation fees, but could you have saved more money and/or than it cost you to work with a tax professional?

Individual Taxes

Features

You provide your tax documents. (You can bring them to the office, mail them, fax them, or email them.)
You complete necessary items on a tax organizer that we send you.
We prepare your return and contact you with any questions that will help us complete it.
If appropriate for your situation, we help you plan to cut future taxes.

Benefits

You save time and frustration by not doing your taxes.
You save money in mistakes not made.
You have more time to spend with family, hobbies, etc.
Your tax return will be reviewed by a CPA.
Planning will be easier, since your CPA will have numbers at his/her fingertips.

You Will Get

Tax organizer (full or condensed)
FREE E-file for eligible tax returns and confirmation of receipt
Copy of federal return
Copy of state return(s), if applicable
Secure online portal allows you will to have a login and password to gain access to your tax returns, allows you to upload documents to us, as well as to download documents we send to you, all in a secure environment.
Estimated tax vouchers, if needed
Dependent returns done for additional $100
Due date monitoring
Free initial responses to IRS notices
Tax Strategy Summary
Tax alerts, as tax changes happen

Business Taxes (various entity types)

Features

You provide your tax documents. This could be a trial balance, general ledger, or QuickBooks file (You can bring them to the office, mail them, fax them, or email them.)
We prepare your return and contact you with any questions that will help us complete it.
If appropriate for your situation, we help you plan to cut future taxes.

Benefits

You save time and frustration by not doing your taxes.
You save money in mistakes not made.
You have more time to spend with family, hobbies, etc.
Your tax return will be reviewed by a CPA.
Planning will be easier, since your CPA will have numbers at his/her fingertips.

You Will Get

FREE E-file for eligible tax returns and confirmation of receipt
Copy of federal return
Copy of state return(s), if applicable
Secure online portal allows you will to have a login and password to gain access to your tax returns, allows you to upload documents to us, as well as to download documents we send to you, all in a secure environment.
Estimated tax vouchers, if needed
Due date monitoring
Free initial responses to IRS notices
Tax alerts, as tax changes happen