Business tax preparation is the foundation of my financial services practice. I offer personalized mobile support throughout San Jacinto, CA. With over 17 years of experience, I operate L&M Income Tax and Notary Services with a focus on accuracy, compliance, and strategic insight tailored to each client’s needs.
What Areas Do You Serve?
I provide comprehensive services throughout my established service area.
Do You Provide Free Estimates?
Yes, I offer complimentary estimates as part of my commitment to transparency and trust. I evaluate each client’s unique situation before outlining any service plan. Using this approach, I ensure you understand your options without any obligation upfront. This process also helps me tailor a solution that fits your specific financial goals.
What Types of Payment Do You Accept?
I accept multiple forms of payment to accommodate client preferences. These include major credit cards, debit cards, electronic transfers, and other commonly used methods. My goal is to make every step-from scheduling to payment-as convenient as possible for you. Clear communication around billing is part of how I maintain strong client relationships.
When Was the Company Founded?
I founded my business in 2010 after gaining extensive hands-on experience in accounting and taxation. Since then, I’ve specialized in helping businesses navigate complex tax codes with confidence. With 17 years of experience behind me, I bring both technical skill and practical knowledge to every appointment.
Do You Provide Services for Both Residential and Commercial Clients?
Yes, I serve both residential individuals and business entities across various industries. Whether you’re managing household finances or operating an LLC or corporation, I adjust my approach accordingly. My experience allows me to deliver accurate solutions that meet personal needs or meet regulatory standards for corporate compliance.
What Should I Prepare Before a Tax Preparation Appointment?
Before our appointment, gather key documents such as prior-year tax returns, income records (like W-2s or 1099s), expense receipts, and any relevant business documentation if applicable. In my practice, early organization ensures efficient sessions and accurate filings. If you’re unsure what applies to your situation, I’ll guide you through it step by step during our initial discussion.
How Long Does It Usually Take to Complete a Tax Preparation?
The duration depends on several variables including the complexity of your return, completeness of your documentation, and the number of schedules involved. For example, sole proprietors often require more detailed reconciliation than standard individual returns. I ensure every component receives thorough attention while adhering to industry timelines for processing and review.
What Documents Are Needed for Business Tax Preparation?
You should bring financial statements (income statement and balance sheet), payroll summaries (if applicable), year-end bank statements, previous returns, and details on assets or depreciation schedules. As a professional bookkeeper as well as a certified preparer, I use these materials to construct accurate filings aligned with IRS standards for S-Corps, partnerships, or LLCs.
Can Tax Services Help If I Made Mistakes on Past Returns?
Absolutely-I regularly handle amended returns when errors are discovered or additional deductions become evident after filing. Using my CTEC certification and deep understanding of IRS guidelines, I implement corrective filings that minimize penalties where possible. Timely action can often reduce liability or even recover missed refunds from previous years.
What Factors Can Affect the Time It Takes to Complete a Personal Tax Preparation?
A few key factors include how organized your records are, whether itemized deductions apply, changes in filing status during the year (e.g., marriage or dependents), and if special credits apply like education or energy incentives. In my work with clients over the years, I’ve learned that open communication paired with early document submission significantly speeds up the process while preserving accuracy.
Let’s Talk About Your Business Tax Preparation Needs
If you’re ready for reliable business tax preparation support tailored to your situation, give me a call at (951) 992-3043. I operate throughout San Jacinto, CA, providing mobile services designed around your convenience. At L&M Income Tax and Notary Services, you’ll receive direct guidance backed by over 17 years of hands-on expertise.