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Services provided by Mr. Tax
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FREE INITIAL CONSULTATION
| Service |
Personal |
Business |
I. Financial Accounting |
| 1. Income Statement |
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X |
| 2. Balance Sheet |
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X |
II. Payroll |
| 1. Paychecks |
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X |
| 2. Payroll Tax Returns |
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X |
| 3. W2's |
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X |
| 4. 1099's |
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III. Tax Returns |
| 1. Individuals |
X |
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| 2. Corporations |
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X |
| 3. Partnerships |
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X |
| 4. LLC's |
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X |
| 5. Final Returns for a Deceased |
X |
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| 6. Trusts |
X |
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IV. Audit Representation |
| 1. IRS Audits |
X |
X |
| 2. Franchise Tax Board (CA) Audits |
X |
X |
| 3. State Board of Equalization (sales tax) Audits |
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X |
| 4. Department of Labor Audits |
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X |
| 5. Worker's Comp. Audits |
|
X |
| 6. Employment Development (EDD) Audits |
|
X |
V. Tax Resolution & Settlement |
| 1. IRS Income Tax Settlement |
X |
X |
| 2. IRS Payroll Tax Settlement |
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X |
| 3. California (FTB) Income Tax Settlement |
X |
X |
VI. Investment Services |
| 1. Mutual Funds |
X |
X |
| 2. Individual Retirement Accounts (IRA) |
X |
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| 3. Simple IRA |
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X |
| 4. SEP IRA |
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X |
| 5. 401 (K) |
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| 6. Annuities |
X |
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7. Life Insurance
(CA Insurance License #OB29733) |
X |
X |
Securities are offered through H.D. Vest Investment Services SM. Member SIPC. A non-bank subsidiary of Wells Fargo & Company.
6333 North State Hwy 161, Fourth Floor, Irving TX 75038 972-870-6000.
VII. Consulting Services |
| 1. Tax Planning |
X |
X |
| 2. Retirement Planning |
X |
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| 3. Estate Planning |
X |
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| 4. Trusts |
X |
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| 5. Incorporating |
X |
X |
| 6. Business Acquisition |
X |
X |
| 7. Sale of Business |
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X |
| 8. Buy/Sell Agreements |
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X |
| 9. Commercial Real Estate |
X |
X |
| Services are provided in cooperation with licensed attorneys and real estate professionals. |
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Trusted by
Franchisees of:
Mr. Tax is neither affiliated nor sponsored by the franchisors. Each Company owns and represents their respective logo & trademark.
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What iT iS dESign studios - www.itisdesign.com