Tax Preparation Services in Omaha, NE

Start with ID details for everyone on the return, last year's return, W-2s, 1099s, and records for deductions, credits, and estimated payments. If you own a business, add financial statements, expense records, payroll reports, and your entity paperwork. Rentals, investments, foreign income, or side work each come with their own statements, so bring those too. A missing 1099 is the most common reason a return gets an IRS letter later.

Yes. We prepare late returns for individuals and businesses all the time. Filing them is usually the right move, but it can change what you owe and which IRS resolution options open up, so we look at the whole picture before anything gets sent. If some records are gone, we can often rebuild income from IRS transcripts.

Yes. The founder is an Enrolled Agent, licensed by the U.S. Treasury with unlimited practice rights before the IRS in every state. If a return we prepared draws a notice or an audit, we can answer it, talk to the IRS for you, and work out a resolution if there's a balance. You won't need to find someone new.

We do. Business returns need complete books and correct treatment of income, expenses, payroll, and entity items, and that's where a corporate finance background helps. We're especially useful for companies with layered operations or several revenue streams. Omaha has plenty of businesses that support defense and federal work, and for them we can also set up GovCon accounting so the return and the contract books agree.

It depends on how organized your records are, how many forms are involved, and whether earlier years or IRS issues need attention first. A tidy individual return moves much faster than a business return, a late filing, or one with income from many sources. Getting us documents early and answering follow up questions quickly is the best way to stay ahead of the deadline.

Don't panic, and don't assume you did something wrong. Notices can ask for information, propose a change, or show a balance. Check the response date, and keep the notice with the records for that year. As your Enrolled Agent, we can review it, contact the IRS once you authorize us, and draft the reply.

We check whether you qualify for First Time Abate relief or reasonable cause relief, and file the request when the facts support it. Approval isn't automatic: the IRS looks at your history and the reason for the problem. Interest generally keeps running by law, but if a penalty comes off, the interest on that penalty usually does too.

Book a consultation by phone or through the form on this page. We'll talk about your situation, what records you have, any years still open, and anything the IRS has sent you. You'll leave the call with a clear list of what to gather, and there's no commitment needed just to have that first conversation.