Our tax preparers focus on our clients’ most critical income tax issues and opportunities: personal taxes, family taxes, house cleaner, day-trading, deck builder, investing, gig-economy, rental houses, estate, education credits, married filing separately, injured spouse, and splitting dependent tax benefits between divorced parents, is a short list of typical client tax issues and opportunities that we work with.
OUR SERVICES
What We Can Do For You
Who we can help
1. I don't have a complicated return, just a W-2 from a job.
We can help the bread and butter taxpayer, the usual nuclear family with income from a job or jobs and kids.
2. I just clean houses. I really don't make much money doing it.
We help lots of clients, often single Moms, who clean houses because that fits into their kid’s school schedule. We can help you get your earned income credit and child tax credit.
3. What about rental houses?
Oh, now you’re talking our language. Brian and Linda also have rental houses and have figured out how to maximize deductions and depreciation because they have a vested interest in saving money. Linda rents to Section 8 tenants. Brian doesn’t.
4. My Mom died. Does someone have to do her taxes?
Tim and Brian know how you feel, both have lost their Moms. As an attorney, Tim can help with probate if you need to transfer you Parent’s house and car into your name and anything else. And, yes, even your Parents have to file taxes the year that they pass away. You may even need an estate tax return.
5. s-corporations
Having an s-corporation to save on self-employment taxes is a great plan. As long as revenue is less than $250,000, yes we can. If revenue is more, let’s spend a few minutes to see how many more forms and schedules you’ll need.
6. What about deducting my $30,000 day trading software?
You can treat day-trading as a business and deduct that $30,000 day trading software. Did you take a class at Online Trading Academy? Brian has and has experience doing taxes for day-traders.
7. My kid claimed themselves on their taxes, now I can't get the education credits. Can you believe that?
Oh yeah, We’ve seen that a few times. Your kid clicks the button that nobody can claim them and they like seeing their refund go up $300 and now they can go shopping. But, her parents lose out on a $500 dependent credit and $2,500 in education credits. We can fix that.
8. My ex claimed the kids and they weren't supposed to.
It’s not the first time, is it.
And, who we can’t
1. Payroll and retirement plans
One year I worked for a firm that had a marvelous system for doing payroll and retirement plans. Over half of the clients over-the-road truck drivers. The firm had a system in place that worked and the clients were on their own payroll and some even had retirement plans. If you have payroll and a retirement plan, I recommend seeing her, because she can do it better than we can.
2. Bookkeeping
When you want bookkeeping for your business, you may also be at a point where it’s beneficial to have payroll, a retirement plan, health insurance, dental insurance, etc. You may plan on selling your business one day for a profit. With this, I can point you in the direction of a C.P.A.
3. Partnerships
Oh lord no. Partners argue too much. But, I know who has the patience to do your partnership return.
4. "My girlfriend's mom said that I don't have to claim the income on this 1099-NEC."
Well, if you’re going to rely on her tax advice, why don’t you ask her to do your taxes?
5. April 15 at 5:00 pm: "I need 3 years of tax returns for my landscaping business completed. The I.R.S. deadline isn't until midnight, right?"
I’ve been here since January 2. Where have you been?
6. What if I claim my child? What if my Mom claims my child? What if my boyfriend claims my child? What if my ex claims my child? What if ...
We can discuss the scenarios, but, we aren’t going to make 5 different tax returns to compare every “what if” scenario.
simple to complex
You’ve Got Plenty of Reasons to
Become a Peach State Tax Client This Year
Our tax preparation focuses on our clients’ most critical issues and opportunities: different types of income, deductions, credits, depreciation, amendments, responding to I.R.S. letters, refund advance loans, and estimated tax payments.
Simple, Students, Retirees
$
119
/ per return plus optional forms
- W-2 Income
- Social Security Income
- Retirement Income
- No business 1099-NEC or -MISC or -K
- No Dependents
Family
$
209
/ per tax return plus opt. forms
- Child Tax Credit
- Other Dependent Credit
- Earned Income Credit
- Rebate Recovery Credit
- Additional Child Tax Credit
Itemizer
$
239
/ per tax return plus opt. forms
- Medical Expenses
- Home Mortgage Interest
- Real Estate Taxes
- Charitable Contributions
- State Income Taxes
for those with a slightly more complex tax return
Optional Forms
Best Restaurant Menu Plugin by PriceListo
Client testimonials
What People Say About Us
Brian was my tax preparer at one of the "big 3" for several years. Well, I made a mistake and went somewhere else one year. It was kind of sketchy but I felt too intimidated to get up and leave. I sat across a table and when they finished they wrote on a post-it note my refund. They didn't give me a copy of my tax return. Well, I got a copy later and I noticed a $500 difference between my refund on my I.R.S. provided tax return and the deposit into my checking account. I asked Brian why is there a difference. Brian asked if I ever got an actual copy of my tax return from the tax preparation company. No, I didn't. Brian asked if I got to watch the preparer doing my taxes on a computer monitor. No, I didn't. Well, we figured out that $500 was the tax preparation fee at that company. I appreciate Brian's honest up-front fees.
All of the other "big 3" tax preparation firms charge ridiculous prices for bringing in extra forms. I earned $12 in interest from my bank one year. The other company charges $25 just because I brought in form 1099-INT from my bank! There's nothing right and fair about paying $25 for a form when I only earned $12 in interest. Peach State Tax only charges $4 for form 1099-INT, and they said that they won't even charge that if I earned less than $4 in interest. I appreciate them working with me on fees.
A year before my first year with Peach State Tax, I went to another tax preparer to do my taxes. My first year with Peach State Tax, Lucy looked at my prior year return and noticed that the other preparer added the money I used from my Health Savings Account to my income. Lucy said that it's a common mistake and requires a simple check box on form 8889 to be checked and suggested that I ask the prior year preparer for an amendment. Well, they said that "taxes are up to different interpretations." Well, heck, there's only one interpretation when I used money in my HSA account on medical expenses. They wouldn't amend my taxes because of the mistake that they made with one little check box! Lucy amended a return that she didn't even prepare and mumbled something under her breath to the effect of "I'm not going to teach a competitor how to do taxes."