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FINANCIAL
Tax Services
Every year business owners and individuals must report their revenue, expenses, and profits to the Internal Revenue Service (IRS). Many tax preparation services are offered, but having your taxes done incorrectly can cost you severely, especially if there are tax laws to follow. John L Financial Services is made up of tax professionals who can properly prepare your taxes. We prepare your tax returns accurately while guiding to save you time and money.
BUSINESS TAX PREPARATION
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PERSONAL TAX PREPARATION
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OUR TAX PREPARATION PROCESS
1
Meet With John L Staff
Initial consultation to access your tax situation and plan accordingly
2
Send Tax Forms & Documentation
Transfer access to your accounting records such as balance sheet, income statement, statement of cash flows, etc.
3
Prepare Tax Return
Review of accounting and bookkeeping records to prepare the tax return
4
Review Tax Return with Client
Review of tax return before final filing
5
Client Reviews & Signs
You must sign the tax return then the tax report is processed and sent to the IRS.
Complete the client intake form
FREQUENTLY ASKED QUESTIONS
How much do you charge?
Our prices are based on forms and complexity and discussed during the initial consultation,
Do you perform tax filing?
Yes, our small business owners can easily file their tax returns and leave with a better understanding of how to plan their business and personal finances.
What documents do you need from me?
During your initial consultation, we'll review with you all needed documents to file your personal and/or business tax return.
How will you secure my data?
Each client will receive access to their own secure portal, which prevents unauthorized users from accessing your financial data. All client information is secured with restrictions.