We prepare income taxes ranging from the simple 1040EZ returns to complex corporate and partnership returns and just about everything in-between. All eligible returns are filed electronically, reducing the possibility of errors generated by the IRS or State authorities that occur as paper returns are processed into their systems. With an e-filed return, your refund will be direct deposited into your bank account within 5 to 10 days of filing. Add about 7-14 days for a paper refund check sent by U.S. mail.
We also prepare amended, extended, late and prior year returns. Our offices are open year round to help you with tax planning and related tax issues ranging from calculating estimate payments to resolving more complex tax and tax liability issues with the IRS and State authorities.
Books a Mess? No Problem!
If you own a small business and haven’t kept up your bookkeeping or everything is in a box, don’t worry, we can help you. Our office will prepare your bookkeeping for the year; prepare the appropriate business tax return, as well as your personal income tax return. Then we will help you set up an easy system that allows you to keep your books in tip-top shape next year.
LAURA MORTON, EA
Enrolled Agent ~ Accredited Tax Advisor ~ Accredited Tax Preparer
Laura has served a diverse list of clients in both the public and private sectors for 30 years. An Enrolled Agent since 2001, Laura is an experienced and dedicated Tax Preparer, with an attention for detail, who utilizes her diverse background and experience to help clients manage their taxes with the end goal of paying less in taxes.
An Enrolled Agent is a federally licensed tax practitioner who has technical expertise in the field of taxation and is licensed by the U.S. Department of the Treasury to represent taxpayers for audits, collections and appeals before all administrative levels of the Internal Revenue Service.
In 2008, Laura added the credentials of Accredited Tax Advisor (ATA) and Accredited Tax Preparer (ATP) to her resume.
The ATA is a premier national tax credential for practitioners who have extensive experience of five years or more in tax planning who handle sophisticated tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate tax planning. Their expertise covers tax returns for individuals, business entities, fiduciaries, trusts and estates, as well as tax planning, tax consulting and ethics.
The ATP is a leading national credential for tax practitioners who have at least three years of tax preparation experience and have a thorough knowledge of the existing tax code and the preparation of individual tax returns with an expertise in comprehensive 1040 issues including supporting schedules, self-employed returns, and ethics. Both designations are awarded through the Accreditation Council for Accountancy and Taxation (ACAT). www.acatcredentials.org.
All three designations require a practitioner to maintain their expertise through continuing professional education, focused on tax. Laura earns on average 30 hours of CPE each year and is constantly working to improve and enhance her tax knowledge.
As a final quest, Laura is in the process of obtaining a Master is Taxation that should be completed by September, 2016.
In addition to her tax work, Laura provides companies an economical solution to maintaining their much needed financial, tax and payroll information so that they may succeed in this ever-changing economic environment.