Services

TAX PREPARATION – Effective tax preparation and planning can help you minimize your current and future tax liability. We can help you proactively manage both your personal and your small business tax issues. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal and state legislations affect you and your business.

E-FILING – Returns that qualify are E-Filed at no additional costs. This service provides you with proof of filing and quicker processing of your return. Since your return is directly transmitted to the IRS’ computer, it eliminates the potential errors of manual inputting.

PRIOR YEAR TAX PREPARATION – Getting clients caught up with their filing requirements is a specialty at Bottom Line. Whether you have one late year or ten, we can help.

AMENDING RETURNS – Fixing errors or correcting retroactive tax legislation is not a problem for Bottom Line.

AUDIT REPRESENTATION – An IRS audit can be an intimidating and complex process. As a former IRS Agent, if you and/or your business face an IRS audit, Bottom Line can bring years of experience in dealing with tax matters and IRS audit procedures to ensure that you are property represented.

SCHEDULING – Bottom Line is open year round to assist you with your tax questions and issues. We offer flexible appointments including evenings and Saturdays during tax season. We happily accept “Mail-in” or “Drop-off” returns. With Bottom Line’s secure portal, mail, faxes, e-mail and phones, information can easily be conveyed and exchanged.

PRIVACY POLICY – Bottom Line does not disclose any non-public personal information about our customers or former customers to anyone, except as instructed to do so by such customers or as required by law. We restrict access to non-public personal information to those professionals necessary to prepare your tax return, and we maintain physical electronic and procedural safeguards to guard your non-public personal information.