Tax Preparation Services in Indianapolis, IN

Your return from last year, a photo ID, Social Security numbers or ITINs for everyone on the return, every W-2 and 1099, and receipts or statements for deductions and credits like childcare, mortgage interest or charitable gifts. If you own a business, add your profit and loss figures, expense records, payroll reports, any equipment you bought and your entity paperwork. Got an IRS letter or have years you never filed? Bring those too, in whatever shape they're in.

Yes, and it's more common than people think. We find out which years are missing, request your IRS wage and income transcripts, pull together whatever expense records you have, and prepare each return properly. The order and timing of those filings can change your penalties, the balance and which resolution options open up, so we plan the sequence before anything goes in.

Don't sit on it, because interest and late payment penalties grow every month. You can pay in full, set up an installment agreement, request penalty abatement, or, if paying would leave you short on basic expenses, ask for Currently Not Collectible status. Some people qualify for an Offer in Compromise. Since our founder is an Enrolled Agent, we can work out the right option and handle the IRS contact for you.

Yes. An Enrolled Agent is licensed by the U.S. Treasury and can represent taxpayers before the IRS without limits on the type of issue. That covers audits, appeals, collection, payment plans and penalty requests. It's a federal license, so it doesn't matter that we're based in Maryland and you're in Indianapolis.

That depends on how many returns, how complete your records are, what kind of entity is involved, and whether old years or IRS problems are in the mix. A tidy W-2 return with all documents in hand moves quickly. A return with business income, several income sources, missing paperwork or a tax debt takes longer. Sending documents early is the easiest way to avoid a last minute crunch.

Yes. We handle correspondence, office and field audits, and we take cases to IRS Appeals when the result doesn't hold up. In practice that means reading exactly what the IRS is asking for, organizing receipts and records to support your return, drafting the responses and talking with the examiner. Reply by the deadline on the letter so you don't lose any rights along the way.

We can act on it right away. A garnishment or levy means the IRS has already started enforced collection, so we review your account, contact the IRS, submit the financial information it needs and request a release backed by a payment plan or hardship status. Nobody can promise a release, but acting quickly gives you the best chance of protecting your income and dealing with the tax that caused it.

For business owners, often yes. Many problems at tax time come from books that weren't kept during the year. Beyond preparing returns, we provide ongoing accounting and fractional CFO support for established businesses, and specialized GovCon accounting for companies with federal contracts, including DCAA readiness and indirect rate work. Better records during the year make filing season much easier.