Professional Tax Preparation & Filing
Accurate tax preparation starts with understanding your financial situation. At TAX HELP, Larry J. Davis, EA provides personalized federal and state income tax preparation assistance for individuals and businesses. We focus on careful documentation, applicable deductions and credits, and compliance with current tax laws.
Individual & Business Tax Preparation Services
Individual Income Tax Preparation
TAX HELP assists individuals and families with federal and applicable state income tax return preparation. We review your income documents, filing status, eligible deductions and credits, and other relevant tax information to prepare returns based on your circumstances and current tax requirements. Services may include W-2 income, self-employment income, retirement distributions, investment income, and other common tax situations.
Business Tax Preparation
TAX HELP assists small businesses and self-employed taxpayers with federal and applicable state tax return preparation. Depending on your business structure and service needs, this may include sole proprietorships, partnerships, S corporations, and corporations. We review available financial records, business income and expenses, and relevant tax reporting requirements to support accurate and timely filings.
Prior-Year & Unfiled Tax Returns
If you have missed one or more tax filing deadlines, TAX HELP can assist with preparing prior-year federal and applicable state income tax returns. Larry J. Davis, EA reviews available tax documents, helps identify missing information, and explains the filing requirements relevant to your situation. Filing overdue returns may be an important step toward addressing outstanding tax obligations and becoming current with tax reporting requirements.
What to Expect During Tax Preparation
Our tax preparation process is designed to be clear, organized, and tailored to your circumstances. We begin by reviewing your tax situation and gathering relevant documents, then prepare your returns using the information provided. Before filing, we review the completed returns with you, address questions, and obtain the necessary authorization to submit them.
Step 1: Initial Tax Review & Document Collection
We begin by discussing your filing needs, reviewing your prior-year tax information when available, and identifying the documents needed to prepare your return. Depending on your circumstances, these may include Forms W-2 and 1099, business income and expense records, investment statements, and information supporting applicable deductions or credits. We also identify missing information that may need to be obtained before preparation can proceed.
Step 2: Tax Return Preparation & Review
Using the documents and information you provide, TAX HELP prepares your federal and applicable state tax returns based on current tax requirements. We review reported income, potential deductions and credits, and other relevant filing details. We then discuss the prepared returns with you, explain any items requiring clarification, and address questions before requesting your approval to file.
Step 3: Filing Authorization & Submission
Once your tax returns have been reviewed and any outstanding questions are addressed, we provide them for your review and obtain the required filing authorization. When electronic filing is available and appropriate, TAX HELP submits the authorized returns to the relevant tax agencies and checks for filing acknowledgments. If a return is rejected or requires additional action, we explain the next steps. Filing acceptance and processing times are determined by the applicable tax agencies.
Why Choose TAX HELP for Tax Preparation?
Enrolled Agent Expertise
Larry J. Davis, EA is a federally authorized Enrolled Agent who can represent taxpayers before the IRS. His professional background in federal tax matters helps inform TAX HELP's approach to tax preparation, including reviewing filing requirements, identifying applicable deductions and credits, and addressing questions about tax compliance. Every return is prepared based on the client's individual circumstances and available documentation.
Personalized Tax Preparation
Every taxpayer's financial situation is different. TAX HELP takes the time to understand your income sources, filing requirements, and relevant financial information before preparing your tax returns. Whether you're an individual taxpayer, self-employed professional, or small business owner, our approach focuses on preparing returns that reflect your circumstances while considering applicable deductions, credits, and current tax regulations.
Clear Communication & Guidance
Tax preparation can involve unfamiliar forms, filing requirements, and important financial decisions. TAX HELP focuses on clear communication throughout the preparation process. We explain the information needed for your returns, discuss items that may require clarification, and answer questions before filing. Our goal is to help you understand your tax preparation process and feel informed about the returns you authorize for submission.
What Documents Do You Need for Tax Preparation?
Having your tax documents organized can help make the preparation process more efficient. The information needed depends on your filing status, income sources, business activities, and other financial circumstances. The following checklist provides examples of documents that may be requested during tax preparation. Additional information may be needed depending on your situation.
Personal Information & Identification
Depending on your filing situation, you may need:
• Your full legal name, current address, and date of birth.
• Social Security numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs) for yourself, your spouse, and any dependents included on the return.
• A government-issued photo ID, if requested for identity verification.
• Your prior-year federal and state income tax returns, if available.
• Bank account and routing information if you choose direct deposit or electronic payment.
Income Documents (W-2s, 1099s & Other Income)
Depending on your income sources, you may need:
• Forms W-2 reporting wages and salaries from employers.
• Forms 1099-NEC or 1099-MISC reporting applicable nonemployee compensation or other income.
• Forms 1099-INT and 1099-DIV reporting interest and dividend income.
• Forms 1099-B reporting investment sales or other applicable transactions.
• Forms 1099-R reporting retirement account distributions.
• Forms SSA-1099 reporting Social Security benefits.
• Forms 1099-K and related records for applicable payment transactions.
• Records of self-employment, rental, or other income, including income not reported on a tax form.
• Not every document applies to every taxpayer. Additional income records may be needed depending on your circumstances.
Deductions & Tax Credits
Depending on your tax situation, you may need documentation supporting applicable deductions and tax credits, such as:
• Form 1098 reporting mortgage interest and related information.
• Property tax payment records and other applicable state or local tax records.
• Charitable contribution receipts and supporting documentation.
• Form 1098-T and records of qualifying education expenses.
• Childcare provider information and records of qualifying dependent care expenses.
• Form 1095-A for health insurance coverage obtained through the Marketplace, if applicable.
• Records of eligible medical and dental expenses.
• Documentation of qualifying retirement contributions.
• Records supporting applicable energy-related tax credits.
• Eligibility for deductions and credits depends on current tax law and your individual circumstances. Not every expense or payment qualifies for a tax benefit.
Business & Self-Employment Records
If you operate a business or earn self-employment income, you may need the following records, depending on your business structure and activities:
• Business income records, including sales reports, invoices, and payment statements.
• Business expense records, receipts, and categorized expense summaries.
• Profit and loss statements and balance sheets, if available.
• Business bank statements and bookkeeping records.
• Payroll records, employee wage reports, and applicable payroll tax forms.
• Records of business equipment, vehicles, and other asset purchases or disposals.
• Mileage logs and documentation of applicable business vehicle expenses.
• Home office expense records, if applicable.
• Estimated tax payment records.
• Partnership, S corporation, or other applicable business tax documents, including Schedule K-1 when relevant.
The documents required depend on your business activities, entity type, and filing obligations. TAX HELP may request additional information during the preparation process.
Prior-Year Returns & Tax Notices
If you have filed tax returns in previous years, have unfiled returns, or have received tax agency correspondence, the following documents may be helpful:
• Copies of prior-year federal and state income tax returns, if available.
• IRS or state tax agency notices, letters, or requests for information.
• Records of estimated tax payments and prior-year tax payments.
• Documentation of refunds, balances due, or payment arrangements.
• Available income statements and expense records for any unfiled tax years.
• Records of prior-year capital losses, business losses, or other tax items that may carry forward.
• Any relevant correspondence with previous tax preparers or tax agencies.
These records can help identify filing requirements, review prior-year information, and determine whether additional documentation is needed. Receiving a tax notice does not necessarily mean that a return is incorrect or that additional tax is owed.
Ready to Get Your Taxes Prepared?
Whether you're filing an individual return, preparing business taxes, or catching up on prior-year filings, TAX HELP can help you understand your preparation needs and next steps. Schedule a consultation to discuss your tax situation and learn how Larry J. Davis, EA may assist you.