J A Hall Accounting Services Professional - Efficient - Secure

J A Hall Accounting Services offers complete tax preparation services for individual and small to mid-size businesses.

If you are a monthly or quarterly client and we have performed accounting and bookkeeping services for you throughout the year, we will simply prepare your tax return based on the financial data that we currently have in our system.

If you are a tax client only, you can simply provide us with your financial data.  We will provide you with a tax checklist as a tool to gather as much financial data necessary to perform an accurate tax return.

Specifically for business clients, you can also provide us with your existing financial reports , which we will review for accuracy before preparing your tax return, or you can provide us with all the source documents with which we can perform "catch-up" bookkeeping, after which we will prepare your business tax return.

How many times have you done your taxes and, three weeks later, learned you had missed the opportunity for a deduction?  Too many, I'm sure. If you don't know about a potential tax break, you won't take it.  Start planning now.

Tax Planning
Every year the IRS introduces new and/or altered tax changes.  Every year, your life changes.  You get married, have a child, buy a house, or start a business.  This makes tax planning an all-year activity.

Tax Savings
There are a few tax-saving moves you can make until April 15th that will affect your taxes.  The rest of your moves must be made by December 31st.

Deduction Finder
What deductions are your eligible for?  It pays to find all the deductions that could reduce your taxable income.  In our Deduction Finder, we will review a summary of deductions you may qualify for.  If you are a monthly or quarterly client will then set up categories within our accounting system to easily track the transactions related to each deduction.

Tax Estimator
Stay up to date with tax law changes.  Do you know whether you'll pay taxes or get a refund next April?  With our Tax Estimator, we will help you to find out now so that you can plan for whatever happens.  If you are a monthly or quarterly client we will use the information in our accounting system to estimate your tax liability.

Sales Taxes
For businesses, J A Hall Accounting Services will prepare your sales, use, and/or excise tax returns on a monthly or quarterly basis.

Payroll Taxes
For businesses, J A Hall Accounting Services will prepare your Federal and State quarterly and annual payroll tax returns.  We can also impound all payroll taxes and pay them for your when due, so you don't have to think about it.  At year-end your employee's W-2's and contractors 1099's are completed, printed, and mailed out for you.

ONLINE TAX INFO FORM

Tax Info Sheet

TAX CHECKLIST ITEMS

Checklist page 1

Checklist page 2

Checklist page 3

Itemization Checklist

Rental Checklist

Employee Checklist

DATES TO REMEMBER

PERSONAL

APRIL 15TH - TAX RETURN DUE

APRIL 15TH - TAX EXTENSION DUE

OCTOBER 15TH - TAX WITH EXTENSION DUE

PERSONAL ESTIMATED:

APRIL 15TH - 1ST QTR

JUNE 15TH - 2ND QTR

SEPTEMBER 15TH - 3RD QTR

JANUARY 15TH - 4TH QTR

CORPORATIONS

MARCH 15TH TAX RETURN DUE

MARCH 15TH TAX EXTENSION DUE

MARCH 15TH OR JULY 1ST FRANCHISE TAX

SEPTEMBER 15TH TAX WITH EXTENSION DUE

PAYROLL

APRIL 15TH 1ST QTR REPORTS

JULY 15TH 2ND QTR REPORTS

OCTOBER 15TH 3RD QTR REPORTS

JANUARY 15TH 4TH QTR REPORTS

JANUARY 31ST W-2'S

FEBUARY 28TH 1099'S

REFUND CYCLE CHART

Where's My IRS Refund

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