They may be considered simple tax returns, but they are not often as straightforward as they appear to be at first. As with all government documents, there are instances of dense language that can be very difficult for laypeople to understand and truly see what is required. Orion United Professional Tax Services has tax professionals that are highly experienced and fully prepared to help you complete and file your simple tax returns as well as take care of your estate taxes.
You can file a simple return if you do not have a complex personal tax situation. These returns are applicable to individuals that have standard deductions, limited interest and dividend income, W-2 income, or unemployment income. We can handle this for you as well as consider your income tax credits, child tax credits, and student loan or education deductions.
More complex filing needs occur if you have your own business, multiple income properties, and various investment vehicles that you draw income from. In those cases, it is wise to have professional tax preparers handle your paperwork.
You can rely on us to help you ensure all of your tax paperwork is complete, accurate, and ready to go to meet all deadlines.
Make Orion United Professional Tax Services your first choice for income tax preparation in Woodbridge, VA. From reconciling your taxes to submitting returns, we handle everything, so you don't have to. Furthermore, our team has extensive experience in preparing and submitting tax returns for the military, clergy, landlords, small business owners, and partnerships, as well as taxpayers with multiple state requirements. We prepare in-state and out-of-state tax forms and can electronically file your taxes for faster service. These are the options we offer to have your taxes prepared:
- In-Office Appointment with Flexible Office Hours
- Office Document Drop Off
- Virtual Meeting
- Upload Documents Via Secure Portal
- Making Tax Prep Easy for You
Making Tax Prep Easy for You
Minimize your stress and receive unparalleled services at our firm. We are fully committed to your total satisfaction. We will address all your concerns for individual income tax filing or complex tax returns for business owners. Since an error on your tax return can be costly, you need a tax preparation expert to ensure its accuracy. Whether you use a computer software program or an online service, there is no substitute for the services provided by one of our tax advisors or CPA. Contact us if you have any questions about our services or want to schedule an appointment.
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Dependable & Affordable Business Tax Services
Tax season is not a pleasant time for most business owners. In fact, it can be quite stressful if you do not use a personal tax accountant. Businesses throughout the area have trusted our team for reliable and stress-free tax prep services. Save yourself the hassle and the headache, and we will focus on the details and paperwork of doing your taxes. As Enrolled Agents, we specialize in tax preparation services, and with the annual Continuing Professional Education requirement, we maintain our expertise on recent changes to tax laws.
Current tax law changes include the Setting Every Community Up for Retirement Enhancement (SECURE) and Coronavirus Aid, Relief and Economic Security (CARES) Acts, and the Tax Cuts and Jobs Act (TCJA). The TCJA is the most significant federal tax law change in over 30 years.
Do not let the ever-changing tax code confuse you. With more than 60 years of combined experience, we have provided tax advice and comprehensive tax services to many clients throughout the years. We actively look out for your best interests while ensuring you have the smallest tax liabilities possible. Also, you will always enjoy close one-on-one attention, accurate services, and prompt filing.
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Tax Help for Individuals in Woodbridge, VA
Personal income taxes are one of your highest annual costs, so having effective tax management has become more important. Luckily, we can help you explore your money-saving opportunities and develop your strategy through our tax help for individuals in Woodbridge, VA. Drawing on multidisciplinary expertise, we provide customized guidance or tax strategy that aligns with other components of your financial framework and lifestyle.
Our individual tax planning services also benefit business owners and executives. We'll help you evaluate the tax consequences of your business and personal decisions, providing integrated guidance to keep more of your hard-earned wealth. Contact us today to get our services.
Tax Services For High-Income Individuals
Our personal tax services benefit high-income and high-net-worth individuals because we can develop holistic tax planning strategies for them. Through this, we help simplify complicated, multi-faceted tax structures. We can help:
- Business Owners and Executives
- Technology Founders
- Professional Athletes
- Individuals Dealing with Multiple State and Local Tax Codes
In addition, our high-income individual tax services also include the following:
- Tax Preparation
- Wealth Management
- Family Office Services
- Trust and Estate Planning
- Transaction Advisory
- Insurance Advisory
- Tax Dispute & Litigation
- Tax Controversy
- Matrimonial Financial Planning
- Bankruptcy Tax Filing
- Private Client Services
Accurate Tax Preparation Service
Mistakes happen when filers attempt to prepare their taxes. Filing a simple 1040 return is one aspect. However, with the new form options (schedules 1-3) or a complex tax form that includes itemized deductions, business expenses, and investments, errors can become commonplace. We have extensive experience providing large and small business tax preparation services. We also have a thorough understanding of all of the tax laws.
Save time and money, and eliminate costly errors by using our team for your tax preparation. We also help you locate money-saving deductions and tax credits that you may miss. Online software programs sometimes miss deductions that can cost the average taxpayer hundreds, if not thousands, of dollars. Enjoy personalized and friendly services when you depend on our experienced tax preparers.
Let's Get Started
Just reach out to us by phone or email to start your income tax filing process. We will conduct a thorough interview to ensure the proper filing of all the federal and state required forms on your behalf. We base our prices on the tax return complexity, and by request, we can provide a free estimate.
Documents Required
Any item that states "Important Tax Document" is required for your tax preparation. During our communication with you, our tax advisors will determine which documents you will need to complete the filing of your tax return.
NOTE: If you received the Economic Impact Payment (EIP)/Stimulus or the IRS notice letter 1444, please provide that information to your tax preparer.
Some of the income and expense documents include:
- W2 Forms
- 1099 Forms (e.g. 1099-R, SSA-1099, 1099-Misc., 1099-INT, 1099-DIV)
- 1099-B Brokerage Statement for Investments
- 1098 Mortgage Interest Statement
- 1098-T Tuition Statement
- 1098-T Tuition statement
- 1098-E Student Loan Interest
- 1095-A Health Insurance
- Record of Business Income and Expenses for Small Businesses
- Personal Property Tax/Real Estate Tax
- All Expenses Related to Rental Property
- If You Itemize, Remember Your:
- Medical/Dental Expenses
- Charitable Donations
- Other Miscellaneous Deductions
We proudly serve individuals and business owners throughout Woodbridge, VA, and surrounding areas.
Contact us to schedule an appointment for tax preparation services with one of our experienced experts.
