Individual Taxes



Tax Facts Tax Counseling and Tax Planning Programs

“Tax Reform” didn’t quite hit its goal in reducing the complexities of tax law.

For some individuals the upcoming changes will reduce your tax liability burdens, however, for most taxpayers, this is not the circumstance and you may incur increased tax liabilities.  Our Tax Experts are available to help you plan for these issues!

There are substantial changes that will affect the various tax deductions and credits most individuals are familiar with. This is transpiring as a result of numerous prior code sections and regulations that make up our conglomeration of tax laws have been modified or stricken with numerous new codes and regulations sections joining into the complex mixture.

What you did before, what you knew before is taking on a whole new dimension in the tax years to come. Allowable deductions and credits of the past are changing in the future for many taxpayers. Our team of Enrolled Agents Tax Experts has you covered!

These are our areas of expertise and we specialize in knowing the most up-to-date tax laws and how they affect you and your families every day.  We’re by your side to guide you through these reform changes!

Our tax professionals help individuals and families analyze future tax circumstances and decisions they can make to capitalize on potential tax savings making the most of every tax option, credit, and deduction you and your family are eligible for.

Routine Tax counseling and tax planning can help you and your family plan for future events to maximize your tax benefits.  We recommended at least quarterly review to enable you to benefit from all tax provisions that are available to you and your family.

Experience a change from the typical “Year-End” tax planning that often serves little purpose for the current tax year since it’s generally too late to capitalize on most tax savings. Engage Tax Facts Tax Professionals for your “Year-Round” Tax Counseling and Tax Planning!

Contact us, one of our Enrolled Agent Tax Professionals will be in touch with you shortly to begin your tax savings!

Individuals Income Tax Returns Professional Preparation Overview

Whether you are a single person, married couple or family with dependents, Tax Facts team of Enrolled Agent tax professionals offer you a full range of personal, estate and trusts income tax returns preparation and electronic filing options as well as other beneficial tax compliance options at very affordable rates based upon the complexity and involvement associated with your income tax returns types.

Our Enrolled Agents are tax experts with the qualifications, knowledge, and experience in federal and multiple states tax laws that benefit you to minimize tax liabilities while maximizing your tax savings. Our experts work diligently to assist you in taking advantage of all potential credits or deductions that are legally available for you and your family.

We understand your super busy schedules.  We conduct brief online meetings so you can focus your attention on spending time in your career and with your family, therefore most business income tax returns types can be prepared by our team of Enrolled Agent Tax Experts without the necessity for you to come to the office directly.

A Secure File Portal is provided for you at no additional cost to securely transmit your:

  • Individual Tax Information Organizer and Engagement Terms
  • Due Diligence Verification for Head of Household, Earned Income Tax Credit, Child Tax Credit, Additional Child Tax Credit and American Opportunity Tax Credit for Higher Education Expenses
  • Income Tax Documents
  • Identification Documents
  • And other required documents or information as detailed in the Individuals Tax Information Organizer

Our professional tax experts can conduct convenient online meetings with you to address any questions and review your completed personal income tax returns prior to signing and electronic filing transmission to the various tax authorities.

Upon completion and filing of your tax return, you will receive a full copy of your return and all accompanying schedules.

We take the difficulties out of this process for you!

IRS Refunds and Tax Liability Payments

We can include arrangements for Direct Deposit to your personal checking or savings account for any anticipated tax refunds you may be entitled to.

In the event that you owe a tax liability balance to the taxing authority, we can make debit(s) payments arrangements on your behalf or file a request for an IRS approved Installment Payment Agreement if you are unable to meet the tax liability obligation as of the income tax return filing deadline date.

Note: The IRS and many state tax authorities apply a separate filing fee for Installment Payment Agreement requests which they will add to your tax liability balance due. Certain financial hardships may qualify for a waiver of fees. You will be notified directly by the taxing authority of their determination to accept or reject the Installment Payment Agreement request.

To schedule your Individual federal and state income tax returns professional preparation and electronic filing contact us, one of our Enrolled Agent Tax Experts will contact you shortly to arrange convenient scheduling for you.

Individuals Delinquent Tax Returns Professional Preparation Overview

Do you or you and your spouse have prior years unfiled tax returns or delinquent tax payments?

Our Enrolled Agent Tax Experts can help you regain tax compliance before the IRS or state tax authorities take action against you to force compliance.

Voluntarily taking steps to reestablish compliance will substantially lessen penalties, interest accruals and even the potential for criminal determinations regarding the non-compliance issues. We understand that sometimes “things” just happen. However, the tax authorities are not quite as sympathetic.

Our tax experts can help guide your path if you are missing documents or other source information.

Let us help you make-it-right!

Contact us, to schedule a conference with our Enrolled Agent Tax Experts today!

Have you or your spouse received an IRS Notice?

Do you have a family member, friend, co-worker or colleague that has received an IRS Notice?

Please click on the IRS Representation tab to learn more about IRS examinations, audits, deficiencies, liens, levies and many other tax controversy issues our Tax Experts can resolve.

We encourage you to share this information with other people you know to protect their taxpayer’s rights too.

In these circumstances, delays or inadequate responses or improper procedures could compromise your taxpayer rights.  

The tax authorities issue hundreds of different types of notices. Any notice is an urgent matter!

Ignoring any notice can have consequences and compromise your rights to certain procedural opportunities.

When your case is represented by our team of tax controversy experts you can rest peacefully knowing that your rights are protected. Our experts specialize in the complexities of compliance regulations and tax laws that affect individuals, couples, business owners, corporation officers, shareholders, partners and other responsible parties.

We guarantee you will receive expert advisement from our tax professionals regarding your tax circumstances and zealous representation to resolve the tax matters.

We are available for either in-person or online meeting consultations to review your unique tax circumstances and arrange for representation engagement to achieve resolution.

Don’t delay, contact us today, our Enrolled Agent Tax Professionals can resolve these tax problems!

WARNING:  Individuals and Business Foreign Travelers
Revocation of U.S. Passports 
Renewal Denial of U.S. Passports
Denial of New U.S. Passport Applications  

Do you or you and your spouse jointly owe $50,000.00 or more to the IRS in unpaid prior year’s tax liabilities?

If you owe the IRS unpaid back taxes, penalties and interest from prior tax years that are in excess of $50,000.00 that is not already subject to a payment or settlement agreement, the IRS has begun implementing procedures affecting individuals with “seriously delinquent tax debts”.

This means that the IRS has the authority to notify the State Department of taxpayers owing delinquent tax debts which requires the State Department to either REVOKE or LIMIT an existing U.S. Passport of the taxpayer(s) or DENY RENEWAL for an existing U.S. Passport of the taxpayer(s) or DENY APPLICATION for a new U.S. Passport of the taxpayer(s).

This is a SERIOUS matter affecting individuals and family’s ability to engage in any foreign travel that requires a U.S. Passport for the purposes of either leaving or reentering the United States.  This is also affecting business travelers similarly expecting to engage in travels outside the U.S.

Contact us IMMEDIATELY if these circumstances apply to you or your spouse!

Share this information if you know a family member, friend, co-worker, employee or professional colleague that is in jeopardy of having their passport revoked, limited or denied!

Waiting until TSA or U.S. Customs won’t let you on the airplane will be too late!
The fact that you have a purchased airline ticket won’t matter!

Our Enrolled Agents are federally licensed Tax Experts that can implement intervention procedures to reverse a certification and restore the active status of your U.S. Passport or Passport application.

Our United States Tax Court Practitioner counsels are admitted to the U.S. Tax Court Bar with the capability to petition your case for litigation under the jurisdiction of Tax Court for passport-related actions erroneously issued or failures to reverse a certification.