Abacus Taxes & Business Solutions

At Abacus Taxes and Business Solutions, LLC, we pride ourselves on being the better quality tax preparation alternative. Our team of professionals, with over 20+ years of experience in tax preparation, is dedicated to providing you with the best service possible. We understand that dealing with taxes can be stressful, which is why we aim to make the process as smooth and efficient as possible.

Our goal is to provide a personalized and local experience for all our clients. Whether you are an individual, a family, or a business owner, we cater to your specific needs and ensure that you receive the correct refund you deserve. We offer a range of services including personal tax preparation, business tax preparation, bookkeeping, and accounting services, as well as real estate services through our partnership with EXp Realty.

Our Services

Our team of professionals is dedicated to providing you with the best service possible. Here are some of the services we offer:

• Personal Tax Preparation: Our team will handle your individual or family tax preparation, whether it's simple or complex. We will ensure that all your taxes are filed correctly and that you receive the correct refund.

• Business Tax Preparation: For solo entrepreneurs to big businesses, our team knows what it takes to get your taxes prepared and filed correctly. We will handle all your business tax needs.

• Bookkeeping and Accounting Services: Our team will evaluate your current record-keeping system and provide recommendations to ensure that your business has up-to-date financial information.

• Real Estate Services: Through our partnership with EXp Realty, we offer a full range of real estate services, including helping buyers find homes, helping sellers list and sell their homes, handling negotiations, managing paperwork, and providing market insights.

Steps to Your Tax Preparation

At Abacus Taxes, we believe in making the tax preparation process as easy as possible. Here are the steps to prepare your 2023 tax return:

1. Face to Face: Schedule an in-person appointment and be treated like family.

2. Virtually: Get connected to our easy, breezy client portal system and file from anywhere, anytime. Schedule a Zoom meeting with Abacus Taxes.

3. Start Early: Don't wait until the last minute to avoid stress and potential errors.

4. Collect Your Tax Documents: W-2s, 1099s, other income statements, receipts for deductions and credits.

5. Review Your Income: Verify accuracy of W-2s and 1099s. Identify any missing income sources.

6. Schedule an Appointment: Early booking is recommended, especially during peak season (February-April).

7. Upload on Your Client Portal: All your gathered documents before your appointment.

8. Tax Appointment: Review your return with your tax professional: line-by-line to ensure everything is accurate and complete.

9. Sign and File Your Return: Abacus will handle the filing process electronically.

10. Done! By following these steps you can ensure a smooth and successful tax preparation process with the help of your tax professional.

What to Bring to File Your Tax Return

Use the tax checklist below to find the documents and forms you'll need to get started:

• Personal Information: Your social security number or tax ID number, your spouse's full name and social security number or tax ID number, dates of birth, and last year's tax return.

• Dependent(s) Information: Dates of birth and social security numbers or tax ID numbers of your dependents, childcare records, Form 8332, and any other relevant information.

• Sources of Income: Forms W-2, 1099, Schedules K-1, expenses, rental income, retirement income, savings & investments or dividends, state income tax refund, pension income, estimated taxes paid, social security, IRA or 401(k) distribution, unemployment, and miscellaneous income.

• Types of Deductions: Use this list to ensure you have all the necessary information for your deductions.

By choosing Abacus Taxes and Business Solutions, LLC, you are choosing a team of professionals dedicated to providing you with the best service possible. Whether you are looking for tax preparation, bookkeeping, or real estate services, we are here to help you every step of the way.