Welcome to our Services Portal Page. Here, you’ll find detailed information about the services we offer of tax preparation and IRS Representation services for individuals, freelancers, and small businesses, estimated pricing, required documents, and what we need from you to get started. You’ll also find our transparent fee policy, along with explanations of why costs may vary depending on each specific case.
Our Services
Individual Tax Return Preparation
Click on the buttons below to review our individual tax return (Form 1040) procedures and general fees, including small business owners (Scheduled C) and rental property owners (Schedule E).
Docs checklist
This checklist will give you an idea what documents to bring to your interview. More docs you will bring, more deduction you may get
Engagement Agreement
Engagement Agreement sets the foundation for a clear, professional relationship bet-ween you and your tax preparer
Fee info
Every tax situation is unique, and that’s why our pricing reflects the complexity and time involved.
Organizers
To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information.
Get started
Here is a quick list of the necessary steps to have PLUS/AUDIT TAX prepare your small business tax returns.
Corporate Tax Return Preparation
Click on the buttons below to review our Corporate Tax Return procedures and general fees for Partnerships (Form 1065) and Corporations (Form 1120, 1120S).
Checklist
This checklist will give you an idea what documents to bring to your interview. More docs you will bring, more deduction you may get
Engagement Agreement
Engagement Agreement sets the foundation for a clear, professional relationship bet-ween you and your tax preparer
Fee info
Every tax situation is unique, and that’s why our pricing reflects the complexity and time involved
Organizers
To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information.
Get started
Here is a quick list of the necessary steps to have PLUS/AUDIT TAX prepare your small business tax returns.
Tax Resolution & IRS Help
Dealing with the IRS can feel overwhelming—especially if you’ve received a notice, have unfiled tax returns, or owe back taxes. You’re not alone, and the good news is that there are real solutions. At PLUS/AUDIT TAX P.C., we specialize in helping individuals resolve tax issues with the IRS and state tax agencies. Whether it’s negotiating a settlement, setting up a payment plan, or correcting past errors, we’re here to help guide you every step of the way.
Why You Might Need Tax Resolution Services
Tax problems come in many forms. Here are a few common situations our clients face:
📬 “I got a scary letter from the IRS. What now?”
Getting a notice in the mail—especially one that says you owe thousands or are under review—can be stressful. We help you understand exactly what the notice means, assess your options, and respond to the IRS on your behalf.
🧾 “I haven’t filed in years and I’m afraid to even start.”
Unfiled tax returns are more common than you think. Some clients come to us after skipping one or two years… others after five or even ten. The IRS doesn’t forget, but there are programs that allow us to rebuild your filing history, reduce penalties, and bring you back into compliance—often with far less damage than you expect.
💸 “I owe more than I can afford to pay.”
If you owe a large balance and can’t pay it in full, we may be able to help you set up an Installment Agreement (monthly payment plan) or even apply for an Offer in Compromise, which lets you settle your tax debt for less than the full amount owed—based on your financial situation.
Our Approach: Personalized, Professional, and Proactive
Every tax issue is unique, which is why we start with a confidential consultation to understand your situation in detail. We’ll review your IRS letters, assess your past filings, check your IRS account history, and determine your best path forward.
We take the stress off your shoulders by:
Communicating with the IRS on your behalf
Preparing and filing back tax returns
Helping set up payment plans or hardship status
Exploring options like penalty abatement, Innocent Spouse Relief, or currently-not-collectible status
Working toward a fresh start with the IRS
You’re Not Alone—We’re Here to Help
No matter what your tax situation looks like, it’s never too early—or too late—to get help. Avoiding IRS problems can make them worse, but taking the first step often leads to relief much sooner than expected.
We’re not here to judge—we’re here to fix. Let us take the burden off your shoulders and work with you toward a real resolution.
Year-Round Tax Planning Services
Because smart tax strategy doesn’t start on April 15—it starts today.
At PLUS/AUDIT TAX P.C., we believe taxes shouldn’t be a once-a-year stress event. With year-round tax planning, we help individuals, families, and business owners make smarter financial decisions all year long—not just at filing time.
Whether you’re self-employed, managing investments, running a small business, or planning for retirement, our proactive tax planning strategies can help you reduce your tax liability, stay compliant, and reach your financial goals with confidence.
Why Year-Round Tax Planning Matters
Most people think of taxes only when it’s time to file. But by then, many opportunities to reduce taxes or plan ahead have already passed. Our year-round approach helps you:
Minimize taxes legally and effectively
Avoid surprises at tax time
Plan ahead for major life or business events
Take advantage of changing tax laws
Keep your records clean and audit-ready
When you check in with a tax professional once a year—or not at all—you’re reacting instead of planning. With our help, you’ll move from scrambling at the last minute to being confidently in control.
Real-Life Scenarios Where Tax Planning Makes a Big Difference
🧑💼 The Self-Employed Consultant
A freelance marketing consultant came to us after a frustrating tax season. She had no bookkeeping system and wasn’t making estimated tax payments. We helped her set up a quarterly plan, track deductions, and make smarter purchases aligned with tax breaks. The following year, she paid significantly less in taxes—and stopped fearing tax deadlines.
🏡 The First-Time Homeowner
Another client was planning to buy their first home. Before signing, they asked us to run a projection. We helped them understand the tax benefits of mortgage interest and property tax deductions, adjusted their W-4 withholdings, and gave tips on energy credits for future upgrades. The end result? No surprises and extra savings at tax time.
🏢 The Small Business Owner
One of our small business clients was expanding fast. They hadn’t considered how hiring employees, buying equipment, or setting up retirement plans would impact their taxes. We stepped in, helped them time purchases for maximum write-offs, and implemented a tax-advantaged retirement plan that saved thousands for both the business and the owner personally.
What’s Included in Our Tax Planning Services?
Our year-round planning service is flexible and tailored to your needs. It may include:
Quarterly check-ins to review income, expenses, and strategy
Custom tax projections to help you plan ahead
Advice on estimated tax payments
Maximizing deductions and credits for your situation
Planning for business growth, investments, or life changes
W-4 and payroll advice for employees or employers
Retirement and education contribution strategies
We stay on top of the latest tax law changes, so you don’t have to. Whether it’s new credits, phase-outs, or IRS rule updates, we’ll make sure you’re in the best position possible.
Proactive Planning = Peace of Mind
Tax Monitoring Services
Stay on top of your taxes—before they get on top of you.
Taxes don’t just happen once a year. Income changes, tax laws shift, and IRS notices can show up at any time. That’s why we offer Tax Monitoring Services—an ongoing, proactive way to track your tax obligations, catch issues early, and keep everything running smoothly all year long.
Whether you’re an individual with multiple income sources, a freelancer juggling 1099s, or a small business owner with employees and deductions to manage, tax monitoring can save you time, stress, and—most importantly—money.
What Is Tax Monitoring?
Tax monitoring is like having a financial co-pilot. It means we continuously:
Keep an eye on your tax accounts with the IRS (and state, if applicable)
Monitor your income, deductions, and payment obligations throughout the year
Alert you to potential issues or deadlines before they become problems
Help adjust your tax strategy in real time, not after the fact
With tax monitoring in place, you’re no longer flying blind between tax seasons. You’ll know where you stand financially—and what you need to do to stay compliant and optimized.
Real-Life Situations Where Tax Monitoring Made a Difference
💼 The Self-Employed Consultant with Quarterly Tax Trouble
A graphic designer earning freelance income came to us after getting hit with an IRS penalty for underpayment. Like many self-employed people, he wasn’t making estimated tax payments on time. With our monitoring service, we set up a quarterly check-in, reminded him of due dates, adjusted his estimates based on actual income, and avoided further penalties moving forward.
🏠 The Landlord with Rental Income Surprises
A client who owned several rental properties thought they were tracking everything correctly. But we noticed discrepancies in reported income versus deposits and flagged a potential audit risk. By reconciling their books and issuing corrected reports proactively, we helped them avoid IRS scrutiny and saved them thousands in future interest and penalties.
👨👩👧 The Family with Withholding Gaps
Another client—two working parents—assumed their W-2 withholdings were enough. We monitored their IRS account and spotted a growing balance due due to a change in income and fewer deductions under current tax law. We helped them adjust their withholdings mid-year, avoiding a big tax bill (and late-payment fees) during filing season.
Key Benefits of Tax Monitoring
✅ Early Detection of potential issues
✅ Ongoing IRS Account Access and alerts
✅ Estimated Tax Payment Planning
✅ Avoidance of Penalties and Interest
✅ Peace of Mind year-round—not just in April
✅ Tailored Adjustments to your tax strategy as life or business evolves
Think of it as a safety net—or better yet, a guardrail—helping you avoid bumps in the road before they become tax disasters.
Who Needs Tax Monitoring?
Tax monitoring is ideal for:
Self-employed individuals or freelancers
Business owners and LLCs
Anyone with rental income or investment accounts
High-income earners with complex returns
People who have received IRS notices in the past
Clients with previous underpayment penalties or back taxes
Even if you think your situation is “simple,” things can change quickly—new job, new child, home purchase, inheritance, business income. Monitoring helps you stay in control.
Let’s work together.
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