These are our current 2022 tax questionnaires. You can download the appropriate one, fill it out, and send it to us along with your tax information. These questionnaires help us understand any issues we need to address in order to file a correct and complete tax return. Use our secure Hightail uplink to send us your documents.
These organizers and worksheets are meant to help you put your tax information together and communicate it with us in a way that will facilitate getting your tax return done expeditiously.
The Internal Revenue Service (IRS) has an extensive website(www.irs.gov) that offers information and many services to the entire array of taxpayers.
Check the status of your refund:
Refunds | Internal Revenue Service (irs.gov)
You will need your SSN, filing status, and expected refund amount.
Set up a payment to the IRS:
Payments | Internal Revenue Service (irs.gov)
Direct pay by withdrawal from your bank has no associated fee. You will need the information from a recent tax return in order to verify your identity, as well as your bank account and routing numbers to set up the payment. Payments by credit or debit card are handled by third party providers and have a fee that is listed on the website when you choose that option.
Employee Retention Credit | Internal Revenue Service (irs.gov)
There is a great deal of misinformation being propagated regarding the ERC. The IRS has published a warning on its website because of the amount of fraud that is being committed by organizations that file ERC claims even though the businesses do not qualify.
Life Cycle of an Exempt Organization | Internal Revenue Service (irs.gov)
This section of the IRS website goes in detail through the life cycle of different types of nonprofit organization. Our office is available to assist you in meeting your organization’s obligations from the very beginning and as the organization matures.
Florida does not have an individual income tax filing requirement. However, most businesses will need to file income tax returns, employment tax returns or sales tax returns, depending on the nature of the business activities and the ownership structure of the business. The department website provides many resources for businesses that operate in Florida to make sure they are fulfilling their Florida obligations.
Florida Dept. of Revenue - Florida Dept. of Revenue (floridarevenue.com)