For Individuals and Businesses
Our Services
An overview of the services we offer and how we tailor our services to meet your unique needs.
Serving all 50 States
Electronic Filing
Individual Tax Preparation
We recognize that every client is unique, so we tailor our services to your specific circumstance. We aim to optimize your refunds while ensuring full compliance with tax regulations.
Business Tax Services
Comprehensive tax services for businesses, optimizing financial outcomes while maintaining compliance.
Consultation
Personalized consultations to address your specific tax concerns. Whether you’re an individual seeking guidance on personal tax implications or a business owner in need of strategic advice, our consultations are designed to provide clarity, optimize your financial decisions, and ensure compliance with the latest tax regulations.
Tax Account Monitoring
Tax account monitoring is a comprehensive service, designed to keep individuals and businesses informed about their tax status with the IRS, by providing real-time insights into your IRS Tax Account. It ensures that you stay informed about all transactions, potential audits, collection activities, and other important changes to your account. This service regularly checks your IRS account for any updates, discrepancies, or notices that could affect your tax obligations. By monitoring your account throughout the year, you’ll gain early detection of issues such as tax identity theft, missing payments, unfiled returns, as well as advance notice of IRS actions, allowing you to address them before they escalate into penalties or interest.
Tax account monitoring ensures that you stay informed, compliant, and protected. If you’ve had IRS tax problems or want to be proactive, consider enrolling today.
Let us handle the monitoring so you can stay focus on your personal or business goals with confidence.
Tax Account Monitoring Offers:
Comprehensive IRS Account Review
A thorough and ongoing analysis of your IRS Tax Account, including a detailed history of all transactions and activities.
Advanced Notice of IRS Actions
Early alerts on potential audits, collection activities, or other significant adjustments to your IRS account—often before you receive official mail notifications, sometimes up to 6 months in advance.
Tax Identity Theft Detection
Regular monitoring to detect any suspicious activity, helping to protect against tax-related identity theft.
Real-Time Account Alerts
Immediate updates on any changes to your IRS account, allowing you to stay informed of important developments as they happen.
Proactive Support & Recommendations
Depending on the alert level, our team will promptly notify you of significant changes and provide expert advice on the appropriate actions to take.
Peace of Mind for Past IRS Issues
If you’ve experienced IRS tax problems in the past, Tax Account Monitoring provides a proactive solution to stay ahead of any potential issues.
Filing Options
Virtual from Home: Upload your tax documents securely from the comfort of your home and connect with your tax professional remotely for a hassle-free experience.
In Person at Office: Schedule an appointment to meet with a tax professional in person to prepare your return together.
Drop Off at Office: Drop off your documents at our office. We’ll prepare and complete your return. You can then electronically review, approve, and sign the finalized documents. Easy and convenient!
Get Started
- Schedule a Tax Appointment
- Tax Client Intake Form
- Business Income Statement Form
- Download MyTaxOffice Mobile App
MyTaxOffice Mobile App
A convenient, easy, secure, and efficient way to manage your tax preparation process right from your smart phone.
- Step 1: Download App
- Step 2: Sign up on the Mobile App – Enter O836H5 for Firm Passcode (Note: the first character in the Firm Passcode is the letter ‘O’ and not the number 0)
- Step 3: Fill out your information
- Step 4: Upload and submit documents