Tax Services

Epitome Financial makes personal and business income tax filing fast, easy and successful. Enjoy the convenience of coming into our office or requesting a personal visit to your home or office.

Did you buy or sell a home? Have a baby? Adopt a child? Change jobs? Get married? We find every tax deduction and credit you deserve so you get the biggest tax refund possible.

We specialize in personal and business tax preparation. Epitome Financial will guide you step by step so you can stay complaint and avoid costly mistakes. Our tax specialist have the expertise to maximize your tax refund

PERSONAL TAX PREPARATION

Get one-on-one advice from a tax professional,year round. Our services include:

  • CURRENT YEAR TAX PREPARATION & EXTENSIONS
  • AMENDED RETURNS
  • PAST YEAR RETURNS – Avoid New IRS Late Filing Penalty, Call Now
  • LOANS up to $1000 - same day, no credit check

 

Three convenient ways to file. You pick what works best for you!  Learn More

Get organized with our detailed Personal Tax Organizer

 

BUSINESS TAX PREPARATION

Whether you work from home, freelance or run a small business with employees, Epitome Financial can help you manage the unique tax requirements that come along with running a business. We will ensure that your business tax return is completed professionally in compliance with IRS regulations.

 

Our Services include:

  • SCHEDULE C SELF-EMPLOYED RETURN
  • FORM 1065 & 1120S TAX PREPARATION & EXTENSIONS
  • FORM 940: EMPLOYER'S ANNUAL FEDERAL UNEMPLOYMENT (FUTA) TAX RETURN
  • FORM 941: EMPLOYER’S QUARTERLY FEDERAL TAX RETURN
  • PAST YEAR RETURNS – AVOID NEW IRS LATE FILING PENALTY, CALL NOW
  • K1, W2 & 1099 FORM CREATION AND FILINGS

 

Get started now using our BusinessTax Organizer.

Here is a list of documents to bring for business tax return:

  • Bank Statements
  • Credit Card Statements
    • Company
    • Personal if used for business
  • Loan Statements
  • Line of Credit Statements
  • Prior Year Tax Return(s)
    • Business
    • Personal
  • Current year payroll reports
  • Current year sales tax reports
  • Questions you have about taxes and accounting

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.

See More Business Financial Services

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