Please type in booking notes the type of Notary services you need. Email any documents to esotelo@ezetaxservice.com

This booking is free of charge and designed for all clients. If you have any questions or need to follow up on a tax process, please feel free to schedule a call when it works best for you. New clients are welcome to reach out and ask questions to ensure we are compatible with their business or tax needs.

We look forward to speaking with you. We will call you at the scheduled appointment time. Our office phone number is 301-358-2427. Email: esotelo@ezetaxservice.com

TRANSLATIONS OF FOREIGN & NATIVE:

BIRTH CERTIFICATES, MARRIAGE CERTIFICATES, DIVORCE DECREES, RENTAL AGREEMENTS, AND MORE

Please send documents in advance and schedule this appointment for pick up. Send to esotelo@ezetaxservice.com

Be in compliance with new IRS laws and FinCEN. Appointment is available for virtual or in-person, please specify in booking notes your preference.

FILE CURRENT OR PREVIOUS YEAR INCOME TAX FILING.

CHECKLIST OF DOCS TO BRING (MAY NOT APPLY TO ALL):

- Government Issued Photo ID

- Social Security Card

- Dependents Birth Certificate & Social Security Cards (if tax filer claims dependents- please call/text/email if you are a first time filer with me to get a complete checklist of required documentation for dependents)

- All W2/1099 or other income tax forms

- For Direct Deposit of refund Bank Routing & Account #

- Proof of health insurance coverage (1095A form if applicable)

[ Please feel free to email me documentation in advance ]

Cost $180-360 depending on filing status, credits claimed, schedules filed etc.

Business tax filings for LLC, PARTNERSHIPS & CORPORATE RETURNS.

Requirements:

-Must have profit and loss for time of filing (or equivalent documentation of income and expenses)

-EIN letter, State registration Documents

-If there is no profit and loss or equivalent report, your appointment may turn into a consult to prepare for business tax filing.

COST:

Depends on Business Entity, please email esotelo@ezetaxservice.com for further questions

We cover a wide range of topics to help you effectively manage your tax situation or business. Our services include guidance on accounting methods, tax preparation and payments, payroll management, and maintaining good standing for your business, among others. Please come prepared with any questions you may have. Meetings can be conducted via Zoom or in-person at our office.

If you have any questions, please call or text our office 301-358-2427

Our staff will email you to initiate the virtual tax filing process.

TO FILE CURRENT OR PREVIOUS YEARS INCOME TAX FILING.

CHECKLIST OF DOCS TO BRING PROVIDE (MAY NOT APPLY TO ALL):

- Government Issued Photo ID

- Social Security Card

- Dependents' Birth Certificate & Social Security Cards

- All W2/1099 or other income tax forms

- For Direct Deposit of refund Bank Routing & Account #

- Proof of health insurance coverage (1095A form if applicable)

Filing Fees $180-380 depending on filing status, credits claimed, schedules filed etc.

To file an extension for personal taxes please book your time slot and I will call you/email you (which ever you prefer please specify when you book) at the time of your booked appointment to proceed with your extension filing.

COST: PERSONAL EXTENSION: $60.00 BUSINESS EXTENSION: $80.00

Payment methods: Zelle (301-442-5332) or I will send a link to pay with credit card.

Review of the previous year's tax return (that was filed with another person/business). After review, the client will learn in detail how their taxes were filed, clear any doubts about credits/deductions claimed, and if there is a chance that they need to amend the tax return.

COST:

$75 per year of Tax Records

***

Please state if you would like to have this service virtually, and specify your main concern in notes when booking.

WANT TO REGISTER YOUR BUSINESS?

An educational consult that will allow the client to understand the differences between an LLC, corporation, sole

Prop, partnership or any other business formation. Learn about the start-up process and how you can legally establish your business. Learn how to comply with state and federal business and tax laws.

Please specify if you would like a virtual consultation.

Schedule this appointment if you want to see your potential tax outcome. This option is available only for W2 clients, and there is no obligation to file. The cost of this estimate will be applied toward your final fee. If you choose to complete your tax filing service with us, you will not have to pay the estimate service fee.

**1099/self-employed/business owners do not qualify for this type of appointment, estimates for business can be booked under “Self-Employed Pre-Tax Consult **

We will visit scenarios, married filing joint vs. married filing separate. Allocate credits, incomes, tax liabilities, to seek best possible outcome for both tax filers.

Business tax filings for LLC, PARTNERSHIPS & CORPORATE RETURNS.

Our office will email to initiate virtual filing process.

- A Profit and Loss statement (or equivalent documentation of income and expenses) is required at the time of filing.

- You must provide your EIN letter and state registration documents.

- If you do not have a Profit and Loss statement or equivalent report, your appointment may be converted into a consultation to prepare for business tax filing (Cost $120)

**Filing Fees:**

The cost varies depending on the type of business entity. For any further questions, please email esotelo@ezetaxservice.com. Call/text our office 301-358-2427