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2018 Tax Organizer for New Clients
2018 Tax Organizer Schedule F Farm Expenses
2018 Tax Questionnaire
2018 Tax Organizer with Schedule C Business
2018 Tax Organizer Business Use of Home
2018 Tax Organizer Vehicle Expenses
2018 Tax Organizer with Schedule E Rent
Why should I file my taxes?
IRS matches copies of the income tax documents you receive to your tax return. If you do not file a tax return, IRS will create a tax return for you after several years of non-filing. If you do not file, you cannot dispute the amount of tax they assess to you. Even if you owe taxes and you do not pay, you are at least starting the 10 year statute of limitations for IRS collections. If you do not file you never start the statute of limitations and you will owe the IRS, potentially forever.
Why Brown Financial over Turbotax or other similar services?
Even if you enter your tax documents in the system, and answer the Turbo tax questions correctly, it still does not mean your tax return has been prepared correctly. If you omit information the IRS & state will send you notices and you will have to hire an accounting firm to represent you, which will cost more than having a firm prepare the tax return in the first place. In most cases, when we review tax returns that have been self-prepared, deductions were missed which could have resulted in higher refunds for the client, if they had hired a firm to prepare the return.
What is the tax process at Brown Financial?
Make sure to tell us a little bit about yourself
Tell us why you need Brown Financial's assistance
Ask us any questions you have
We will then set you up with a shared folder that you have access too on our server
This is where we will keep all of your documentation and tax information
We will ask you to fill out the tax questionnaire & upload a copy of last years tax return
We will then work with you to make sure all of the necessary documents are uploaded
We will complete your tax return
We will reach out to let you know your tax return is complete and we can either:
Schedule a meeting to review the return, sign the 8879's, make a payment and submit the return
Pay, sign & submit electronically
What types of Tax Returns does Brown Financial Prepare?
Federal & State: Individual including Schedule C businesses sole proprietor & LLC, Schedule E rental property, Schedule F Farms
Partnership, S-Corporation, C Corporation, Nonprofit, & Estate tax returns.