Your Questions Answered

You can calculate quarterly payments using Form 1040ES, which helps estimate your annual tax liability and divide it by four. Or you can pay 100% of last year’s tax liability (110% if your prior year AGI exceeded $150,000) divided by four to avoid penalties. Many people find it easier to work with a tax professional like ATAX to ensure accurate calculations.

Yes, you can adjust your quarterly payments if your income increases or decreases significantly. If your income drops, you may be able to reduce future payments or even skip them if you no longer meet the filing requirements. The key is recalculating your annual tax liability whenever your financial situation changes.

You typically only need to make quarterly payments using Form 1040ES vouchers or online payments – you don’t file a full tax return every quarter. However, some businesses may need to file quarterly forms like Form 941 for payroll taxes. Most individual taxpayers just make the payment and then reconcile everything when they file their annual tax return. We can help you understand exactly what forms and payments apply to your specific situation.

We offer personal tax return services, including help with current year taxes and filing prior year tax returns online. IRS audit support, tax resolution services, amended returns, filing your ITIN application online, and more.  Whether you need a simple tax return or help resolving complex tax issues, we have the expertise to help you soar.

An amended return (Form 1040X) corrects a tax return you have already filed, while a late return is an original filing for a year you never filed at all. We will help you determine the right type of filing for your unique situation. Just give us a call! 

We specialize in filing your ITIN (Individual Taxpayer Identification Number) application online or in person. This number is for anyone who needs to file US tax returns but isn’t eligible for a Social Security number. As a Certifying ITIN Acceptance Agent, we’ll help you complete Form W-7, gather required documentation, and submit your application. 

Yes, we help clients get caught up with tax filings and breathe a sigh of relief! We can prepare multiple years of returns, help you obtain missing tax documents, work with the IRS to minimize penalties, and set up payment plans if you owe taxes. The sooner we address unfiled taxes, the better we can support you. Don’t let fear keep you from taking action!

First step is, don’t panic. Read the notice carefully to understand their main question and the response deadline. Never ignore it, as this can lead to automatic assessments. Contact us immediately to review the notice and develop a response strategy. We can handle all communication with the IRS on your behalf, so you don’t have to face this alone.

No, if you hire qualified representation, you typically don’t need to attend the audit meeting. As your authorized representative, we can handle all IRS communications and meetings on your behalf. You’ll only need to attend if the IRS specifically requires your presence (which is rare) or if we determine your attendance would be beneficial to your case.

Audit costs vary depending on complexity and type. Simple correspondence audits typically cost $500-1,500 in professional fees, while complex field audits may cost more. Professional representation will often save you money by reducing the assessments and penalties. We’ll provide you with a clear quote after we review your audit notice and tax situation. 

Missing receipts don’t automatically mean you lose your deductions. We can use alternative documentation like bank statements, credit card records, canceled checks, or business calendars to substantiate expenses. ATAX experts have the experience to present the strongest possible case even with incomplete records.

Most correspondence audits are resolved within 3-6 months. Office and field audits can take 6-18 months, depending on complexity and how quickly we can provide the requested information. We’ll keep you updated throughout the audit process and provide realistic timelines based on your specific situation.

Yes, penalty reduction is a key part of the ATAX audit support service. We can request first-time penalty abatement, argue reasonable cause for errors, or negotiate penalty reductions based on your circumstances. Many penalties can be reduced or eliminated with proper documentation.

ATAX offers comprehensive small business tax filing help for sole proprietorships, LLCs, partnerships, S-corporations, and C-corporations. Our team understands the unique tax requirements for each business structure and can guide you through the entire filing process.

The ATAX accounting services for small business include bookkeeping, financial statement preparation, payroll processing, business bookkeeping and taxes coordination, quarterly financial reviews, and ongoing financial consultation to help your business stay organized year-round.

Taxes for LLC owners vary depending on whether you’re a single-member or multi-member LLC and your tax election. We’ll help you understand if you need to file as a sole proprietor, partnership, S-corp, or C-corp, and ensure you’re taking advantage of all available deductions.

Quarterly tax filing for businesses involves making estimated tax payments four times per year if you expect to owe $1,000 or more in taxes. We’ll calculate your required payments, help you avoid penalties, and keep you on track with quarterly deadlines.

Self-employed tax deductions include home office expenses, business equipment, professional development, health insurance premiums, retirement contributions, travel expenses, and much more. We’ll conduct a thorough review to ensure you’re maximizing every available deduction.

Yes, our tax filing for gig workers service handles complex situations involving multiple 1099s, rideshare income, delivery services, freelance work, and traditional employment. We’ll organize all your income sources and ensure proper reporting.

Yes, our startup tax planning service helps new entrepreneurs make smart tax decisions from day one. We’ll advise on business structure selection, expense tracking systems, estimated tax requirements, and tax-saving strategies to set your startup up for success.

Yes, our 1099 tax preparation service manages all types of 1099 income, including 1099-NEC (freelance income), 1099-MISC (miscellaneous income), 1099-K (payment card transactions), and 1099-INT (interest income). 

Our tax help for entrepreneurs includes strategic tax planning, quarterly review sessions, expense optimization guidance, business structure consulting, and proactive advice to minimize tax liability. We’re here to support your entrepreneurial journey with expert tax guidance whenever you need it.

Most tax preparation appointments take between 30 minutes to 2 hours, depending on how complex your return is or how many questions you have. You can also drop off your tax documents and we can prepare them without you having to stay in our offices and can finalize virtually. 

During peak tax season (February-April), we recommend booking 1-2 weeks in advance to minimize your wait time. In off off-season, you can walk in or schedule your appointment within a few days.

We charge by form, not a flat fee, because every tax return is different. A simple W-2 return will cost less than one with multiple jobs, dependents, self-employment, or investments.

This ensures you only pay for the work and forms that apply to your specific situation.

We are happy to provide a free estimate before you move forward so there are no surprises. Just bring in your documents and we’ll take a look.

ATAX offers certified notary public services to ensure your documents are properly authenticated and legally binding. We offer notary public services for:

• Document authentication and verification
• Affidavits and sworn statements
• Real estate document notarization
• Power of attorney documents
• Loan signing services 
• Corporate document notarization

Fingerprinting is used for various background checks and licensing. We offer fingerprinting services in digital and traditional ink methods for:

• Government Programs
• Employment screening services
• Licensing & Certification
• Immigration and visa applications
• Adoption and foster care screening

Important documents for passports, visas, immigration, and other legal purposes must be translated accurately by a professional service. We provide certified translation services for:

• Immigration documents
• Passports and visa applications
• Government IDs and licenses
• Legal, financial, and educational records

E-filed returns with direct deposit typically process within 21 days, while paper returns take 6-8 weeks.

Yes, ATAX offers audit support – contact your local ATAX office for more information.

Yes, ATAX offers tax preparation support for small businesses as well as personal tax prep.

Yes, we can file amended returns to correct errors or claim missed deductions.

ATAX can help you file extensions, work out payment schedules for late filing fees, and answer any questions you have through the filing process.

Yes, we can help you apply for an Individual Taxpayer Identification Number (ITIN) for FREE with a paid tax preparation, which allows you to file taxes without an SSN. The process typically takes 6-10 weeks, and you can file your tax return simultaneously with your ITIN application.

We can help you obtain missing wage statements and work with the documentation you have at no additional charge! We are here to help and make tax filing less stressful!

Filing taxes demonstrates compliance with U.S. law and can be beneficial for future immigration applications. The IRS does not share any tax information or filings with any immigration department.

Yes, we have certified bilingual staff who can explain everything in Spanish and help you understand your tax situation. We also speak over 40+ languages across our ATAX network!

Your family can still file jointly using both SSN and ITIN, though you’ll need to file a paper return. All qualifying children can potentially be claimed for tax credits, regardless of where they were born, as long as they have valid tax ID numbers.

Generally, you only report U.S. income, but we can help determine what needs to be included.

We can help you to submit your ITIN application in person, and the typical processing time is between 4-6 weeks.

Yes, we have trained, safe staff who can help with questions and applying for an ITIN number for undocumented immigrants.

Anyone who needs to file US taxes but does not have a Social Security Number may qualify for an ITIN number.

Yes, we can help renew ITIN numbers. Please find your local ATAX for support!

ATAX can help you file extensions, work out payment schedules for late filing fees, and answer any questions you have through the filing process.

We can help you obtain certain documents required for your ITIN number application. Contact us to inquire about specific documents.

Filing taxes demonstrates compliance with U.S. law and can be beneficial for future immigration applications.

Yes, we have certified bilingual staff who can explain everything in Spanish and help you understand your ITIN number application.

Your family can still file jointly using both SSN and ITIN, though you’ll need to file a paper return. All qualifying children can potentially be claimed for tax credits, regardless of where they were born, as long as they have valid tax ID numbers.

Yes, we can help you apply for an ITIN number and file your taxes. The process typically takes between 6-10 weeks.

Although there are some deadlines for claiming refunds, generally 3 years from the original due date, overall, no! It’s rarely too late to file prior-year tax returns. The IRS accepts late returns indefinitely. Even if you’ve missed the refund deadline, filing can stop penalties from accumulating and help you get compliant with tax obligations. We regularly help clients file returns that are 5+ years overdue, so get in touch with ATAX today!

Penalties vary depending on whether you owe taxes and how long any payments are overdue. We can often help reduce or eliminate penalties through first-time abatement, reasonable cause relief, or other IRS programs. If you’re due refunds, there are no penalties for filing late.

Missing documents are common with prior-year filings, and we can often help you obtain certain documents from banks, employers, or the IRS to help fill in the gaps. In some cases, we can use reasonable estimates based on available records. Our experience with prior year tax filings, both online and in person, helps ensure your returns are accurate and complete.

Yes, ATAX offers audit support – contact your local ATAX office for more information.

Yes, ATAX offers tax preparation support for small businesses as well as personal tax prep.

We will provide an estimated timeline after we review your specific situation. Factors we look at are how many years need to be filed, document availability, and return complexity. Simple individual returns with complete documents typically take 2-3 weeks per year. More complex situations involving businesses, missing records, or multiple states may take longer.

Filing late returns typically helps your financial situation rather than hurts it – even improving your credit score in some cases. Most prior-year tax returns we file are accepted without any issues. The ATAX tax pros prepare your return carefully to minimize audit risk, and we can support with audits if needed.

Yes, we can help you apply for an Individual Taxpayer Identification Number (ITIN), which allows you to file taxes without an SSN. The process typically takes 6-10 weeks, and you can file your tax return simultaneously with your ITIN application. Your ITIN application is free at ATAX with a paid tax return.

Yes, we have certified bilingual staff who can explain everything in Spanish and help you understand your tax situation.

ATAX offers small business tax preparation services, business incorporation services, small business payroll services, and bookkeeping services. We also teach tax courses that open up new career opportunities for future tax pros. For a full list of what your local ATAX offers, get in touch!

ATAX supports all kinds of business tax requirements and can guide you through how to file your taxes with side hustles, gig work, part-time work, or multiple income streams. Don’t feel nervous about explaining your business or working situation; we’re here to help and will give you the support and confidence you need to file properly.

Yes, ATAX offers the ability to file your small business taxes at the same time as your personal tax return. Some business structures require you to file your taxes a bit earlier than the standard personal tax deadlines, so please contact your local ATAX for more clarification on your situation.

Yes, we help clients get caught up with tax filings and breathe a sigh of relief! We can prepare multiple years of returns, help you obtain missing tax documents, work with the IRS to minimize penalties, and set up payment plans if you owe taxes. The sooner we address unfiled taxes, the better we can support you. Don’t let fear keep you from taking action!

Our bookkeeping services for small business include transaction recording, bank reconciliation, accounts payable and receivable management, financial statement preparation, payroll processing, and tax preparation support. We tailor our services to meet the needs of each small business client.

Yes, our business bookkeeping services support sole proprietorships, LLCs, partnerships, S-corporations, and C-corporations across various industries. Whether you’re retail, service-based, professional services, or e-commerce, we have the expertise to handle your specific bookkeeping requirements.

Absolutely! Get QuickBooks bookkeeping help, including setup, training, and ongoing support. Organize your existing data, fix any errors, establish a proper chart of accounts, and ensure your QuickBooks system is optimized for your business needs.

Yes, our virtual bookkeeping services provide the same comprehensive support as traditional in-person bookkeeping, but with the convenience of cloud-based access. We use secure, cloud-based accounting software to manage your books remotely while maintaining regular communication and support.

Yes, we provide affordable bookkeeping services with various pricing options to fit different business budgets. We offer different service levels so you only pay for what you need, making professional bookkeeping accessible for small businesses of all sizes.

Our bookkeeping packages for startups include basic transaction recording, bank reconciliation, monthly financial statements, tax preparation support, and business consulting. These packages are designed specifically for new businesses that need professional bookkeeping support while managing startup costs.

Yes, our comprehensive year-end bookkeeping checklist covers everything from reconciling all accounts and reviewing transactions to organizing tax documents and preparing financial statements. We walk you through each step to ensure your books are accurate and tax-ready before December 31st.

Yes! Our comprehensive payroll services integrate seamlessly with our monthly bookkeeping for entrepreneurs. This combination ensures your payroll expenses are properly recorded, tax liabilities are tracked, and your financial statements accurately reflect all employment costs. Having both services coordinated eliminates duplicate data entry and provides a complete financial picture of your business.

Local payroll service providers offer personalized, face-to-face support and deep knowledge of local tax requirements, while online payroll services typically provide 24/7 access and automated features. We combine the best of both worlds – local expertise with modern technology. You get personal service from professionals who understand your area’s specific requirements, plus convenient online access to your payroll data.

Our outsourced bookkeeping service works hand-in-hand with payroll processing to maintain accurate financial records. When we process your payroll, all transactions automatically flow into your books – wages, taxes, benefits, and employer contributions are properly categorized and recorded. This eliminates errors from manual entry and ensures your financial statements are current and accurate.

Payroll compliance for small business covers federal and state tax withholdings, timely tax deposits, quarterly and annual reporting, unemployment insurance, workers’ compensation reporting, and staying current with changing wage and hour laws. ATAX monitors all compliance requirements and handles filings automatically, protecting your business from penalties and keeping you current with evolving regulations.

Absolutely! Our payroll services accommodate various pay structures, including hourly wages, salaries, commissions, bonuses, overtime calculations, and different employee classifications (full-time, part-time, contractors). We ensure proper tax treatment for each situation and maintain detailed records for audit purposes.

Our online payroll services provide secure, cloud-based access to your payroll data 24/7 from any device. You can review reports, approve payroll, access employee records, and download tax forms anytime. This flexibility is especially valuable for busy entrepreneurs who need to manage payroll outside traditional business hours or while traveling.

An LLC offers flexibility and pass-through taxation with fewer formalities, making it a good option for small businesses and sole proprietors. An S-Corp provides tax savings on self-employment taxes but has restrictions on ownership and requires more paperwork. A C-Corp offers the most protection and growth potential but faces double taxation. The best choice depends on your business goals, number of owners, tax situation, and growth plans. We can provide guidance based on your unique business situation.

Most state filings are processed within 1-3 weeks, though expedited processing is often available for an additional fee. You can typically start operating as soon as you file your paperwork, even before receiving official approval. However, you’ll need your official documents to open business bank accounts, apply for licenses, and sign contracts as the corporation.

Corporations must file annual reports with the state (fees typically range from $25-$300), maintain corporate records and meeting minutes, file separate tax returns, and may need registered agent services. LLCs generally have fewer requirements but still need annual filings in most states. We’ll explain all ongoing obligations specific to your business structure and state.

Yes, every corporation and LLC needs a registered agent to receive official legal documents and state correspondence. You can be your own registered agent if you have a physical address in the state of incorporation and are available during business hours. Although many business owners prefer professional registered agent services.

Yes, you can incorporate in any state, but you’ll likely need to register as a “foreign entity” in your home state if you’re conducting business there. Delaware and Nevada are popular incorporation states due to business-friendly laws, but this often means filing in two states and paying additional fees. For most small businesses, incorporating in your home state is more cost-effective.

Existing debts and contracts don’t automatically transfer to your new corporation – they remain your personal responsibility unless formally assigned to the corporation. You’ll need to contact creditors and vendors to transfer agreements to the new entity. This is why it’s important to plan the incorporation process carefully and work with professionals like the team at ATAX to ensure a smooth transition.

Registration is FREE, and the cost for course materials varies by area. The ATAX Tax School courses are an affordable way to grow your tax preparation skills and discover career growth opportunities in your area.

If, for any reason, you are not satisfied, you may withdraw prior to the first day of class and receive a full refund. If cancellation occurs before completing the seventh hour of the course, you shall only receive 50% of the amount paid. You will not get a refund after the second day of class.

Easy! Just find a course near you or choose a virtual class that fits your schedule. Register and pay the course materials fee. From there, one of our local instructors will personally reach out to welcome you and guide you through the next steps on your Tax School journey!

ATAX offers flexible tax preparation class options with both online and in-person classes available at select locations. Browse our upcoming class schedule to find classes near you.

You’re generally required to make quarterly estimated tax payments if you expect to owe $1,000 or more in taxes for the year. This typically applies to self-employed individuals, business owners, freelancers, and anyone with significant non-wage income, like rental properties or investments.

Quarterly payments are due on January 15, April 15, June 15, and September 15. If you miss a deadline, you may face underpayment penalties and interest charges from the IRS. The penalty is calculated based on how much you owe and how late your payment is, so it’s important to make payments even if they’re late to minimize additional costs.