Tax Preparation

  We prepare business and individual income tax returns at the Federal and State levels. The Ideal Books is well positioned to recommend and implement tax-efficient decisions. From the adoption of tax-deferred retirement plans, when and how to purchase or finance machinery and equipment, to tax credits and elections, we seek to provide value beyond mere regulatory compliance. 

 Our tax return preparation services on three pillars as follows :

Since we know that the reason our customers outsource tax return preparation services is to find a solution that suits their business, we focus on your unique situation. Not every customer that comes to us wants the same services and so, we do not offer a general approach. We will take time to study your business and its financial transactions so that we can come up with the best tax solutions. When it comes to IRS tax return preparation, every cent that you have handled has to be taken into consideration.

Sometimes, you may be rushing to beat the deadlines and therefore, you want faster services. In such a situation, you cannot afford the luxury to wait for too long. This is the reason why our team responds quickly to inquiries. Our professional accountants will take you through the various steps required to complete tax-related tasks. Whether you are thinking about tax liability or best online tax filing, we move at a great speed to implement all the requirements and keep your business safe.

Nothing can be more frustrating than having to pay huge amounts of money as fines or penalties just because you did not comply with tax rules. As a taxpayer, you have enough time to comply with all legal requirements. In addition to that, taxation is not a process that occurs once. Therefore, you do not always have to find yourself on the wrong side of the law when the tax season draws to a close. This is the reason we take time to check every step so that your business remains safe when you outsource tax return preparation services.

There is no doubt that we can help your businesses grow to the next level through tax return preparation services. To be sure of what your business really needs, contact us today and let us commence the process.

 We are an Authorized IRS e-file  Service Provider. Also, we are affordable, experienced, and friendly.  Our goal is to assist businesses and individuals with their accounting / bookkeeping and tax compliance needs. Our services allow you to focus on generating revenue and perform core business functions while allowing us to perform back-office tasks and perform month-end closings. Please call us for a free initial consultation. 

 Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. 

 From tax planning to preparation of your returns, The Ideal Books provides an array of services to cover every aspect of your business and personal finances. Whether you need to structure an international transaction; reorganize your business, transfer family property, or defer tax on the sale of assets, The Ideal Books has the expertise to help you achieve your goals. 

The Ideal Books offers integrated tax consulting and strategic advice to help you avoid missteps and proactively reduce your tax liability. We can also help you to realize your philanthropic goals by coordinating issues involving gifts, estates and trusts and the formation of tax-exempt entities.

Our Individual Tax services include:

• Federal and multi-state compliance
• Estate planning
• Business succession planning

Individual Tax Returns prepared w/ complete schedules includes but is not limited to:

• IRS Form 1040
• IRS Form 1040NR 

Count on smart, innovative, proactive ideas that help you keep more of what you've worked so hard to earn. We specialize in making sense of complex rules, focusing on practical, value-added solutions that make a difference on the bottom line. Most important, we're with you at every stage of your company's growth with ideas, advice and services for a multitude of business situations.

Business Tax Returns prepared w/ complete schedules includes but is not limited to:

• IRS Form 1065
• IRS Form 1120
• IRS Form 1120s
• IRS Form 1120 IC-Disc
• IRS Form 1041
• IRS Form 706

Even though tax-exempt nonprofits do not pay federal taxes, they do have to file an information form 990 with the IRS. IRS Form 990 is the tax document that tax-exempt nonprofit organizations file each year with the IRS. The 990 allows the IRS and the public to evaluate nonprofits and how they operate.

Non-Profit Tax Returns prepared includes but is not limited to:

• IRS Form 990

Keeping up with changing tax laws in all of the states where you do business can be a daunting task. Our State and Local Tax (SALT) team offers in-depth solutions to complex issues related to income, sales, use, franchise and other taxes:

• Sales and use tax compliance, consulting and outsourcing
• Property tax
• Due diligence
• Credits and incentives

Books a Mess? No Problem!
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.