Income Tax Preparation

Do you have to file income tax returns? Are you confused with all of the forms and rules?

I can help. I am an expert at preparing tax returns. I prepare all types of Federal and state tax returns: Personal, Corporation, Subchapter "S" Corporation, Partnership, Limited Liability Company, Trust, Estate, and Gift tax returns.

I don't just prepare tax returns, I focus on helping you find every way to reduce your tax liability and save money. I double and triple check the accuracy of your tax return. I will prepare your tax return to reduce the chance for audit.

I've customized a questionnaire for your use to gather the information for the preparation of your personal  and business tax returns. You can either send me the information to prepare the tax returns, or come in for personal no obligation consultation. As always I am available to answer any questions you may have about the preparation of your tax returns. I even make house calls!

Run a business, moonlight on the side, started the next great start-up? I will work with you to gather the information needed to prepare the tax return for your business. I am here to help you understand where to find those tax deductions and credits to lower your tax liability and to save you money.

Our Tax Packages

You will have three options to chose from as I serve your tax return needs: Gold, Silver, and Standard. I want these options to bring transparency in what I will do for you while allowing you to choose the value you perceive in each option all at a per-determined Fixed Fee . You get to choose your price according to what YOU desire and value. Here are the details:

The Gold and Silver packages give you unrivaled access to our premium services with the option of a monthly payment plan. The monthly payment plan takes the sting out of paying  your tax preparation fee with your refund, leaving the entire refund to be used by you. Contact me for more information.

Under the Gold Tax Package,

1) I will prepare and deliver your completed return to you within 4 business days of you delivering all of your tax information to me and having paid your deposit.

2) I will also review your last 3 years tax returns looking for any mistakes and missed opportunities.

3) I will also include my IRS Notice Response service, that is, I will respond to any IRS Notice (a $325 value) for the tax return I prepared at no additional charge. The IRS Notice Response does not include audits.

4) Additionally you will enjoy unlimited access to me via telephone or email for any tax or business questions you may have throughout the year at no cost. If your question or issue requires additional research, analysis or you desire other services beyond the described services, those services will be subject to an additional price negotiation.

5) Lastly, I will prepare a comprehensive tax plan that can save you hundreds or even thousands of dollars.

Our Most Popular Option, the Silver Tax Package,

1) I will prepare and deliver your completed return to you within 8 business days of you delivering all of your tax information to me and having paid your deposit.

2) I will also review your last 3 years tax returns looking for any mistakes and missed opportunities.

3) I will also include my IRS Notice Response (a $325 value) service for a 50% discount. That is, I will respond to any IRS Notice for the tax return I prepared. The IRS Notice Response does not include audits. 

4) Two (2) scheduled meetings for preparation of tax estimates and planning.

If you choose the Standard Tax Package, I will file an extension (if needed) and your return will be completed within 4 weeks of you delivering all of your tax information to me and having paid your deposit. I will also review your last 3 years tax returns looking for any mistakes and missed opportunities. If you desire additional services, those services will be subject to an additional price negotiation.

Now you have total choice! For those that value a quick turn around time and premium added services, I've provided that option for you. And for those of you who value lower prices more than a quick turn around time, you get to have your way too! I know you will have questions about these options, so feel free to contact me.

What to do next? Once you tell me which package you want to choose, all you have to do is provide me your tax information, make your deposit payment, and I'll do the rest!

All Tax Return Packages require a deposit of $95 before I begin preparation of your tax return. I do make exceptions for established clients. Once I begin work on your return, the deposit is non-refundable. You can pay your deposit securely online by check or credit card HERE. All tax returns must be paid-in-full before e-filing or the filing copy is released to you.

How to Send Your Tax Documents

Download a copy of my tax organizer to get an overview of the documents that I am looking for. If you are a new client, I will also need your tax return for the previous year. You can then fax your documents to 954.212.9229, use my secure portal, I am happy to send you a postage paid envelope, or I can pick-up your documents. Please do not email your sensitive documents.

Fees

Please note, a normal tax return consists of one IRS Form 1040, Schedule A, and e-filing. Additional state returns, forms, schedules, research or bookkeeping will incur additional costs. Fees may be greater depending on the complexity of the tax return. Please contact me for your custom price quote for your personal or business tax return.

Business days are Monday - Friday.

Books a Mess? No Problem!

If you own a business and haven't kept up your bookkeeping, don't worry. I can help you. I will prepare your bookkeeping for the year, prepare your business tax return as well as your personal income tax return. Then I'll assist you set up an easy system that allows you to keep your books in tip-top shape next year.

K.R. Hoffman & Co., LLC, counsels Entrepreneurs, Professionals and Select Individuals in taking control of their taxes, and businesses. Discover how I can help you overcome your tax and business challenges. For more information or to become a client, call or text Kenneth Hoffman at (954) 591-8290 Monday - Friday from 8:30 a.m. to 1:00 p.m. for a no cost consultation, or drop me a note.

I truly value your business and I appreciate your referrals. Refer your family, friends, acquaintances, and business colleagues to KR Hoffman & Co., LLC. If your referral retains our services, we will send you a $25 gift card and your referral will receive a $25 discount on their first invoice.

Follow us on Twitter at @TaxReturnCoach, and let us know how we're doing.

K.R. Hoffman & Co., LLC
8201 Peters Road
Suite 1000
Plantation, FL 33324
p: 954.591.8290
f: 954.212.9229
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