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We provide comprehensive virtual tax preparation services tailored to meet individual and small business needs. Our offerings include personal and small business tax filing, tax consultations for personalized guidance, and amended returns to ensure compliance and maximize refunds. We’re here to make tax season smooth, accurate, and convenient for you.
Our process begins with an optional virtual consultation to discuss your tax preparation needs, offering you flexibility to meet from the comfort of your home. Clients securely upload their documents via our online intake form and will receive an alert to create their client portal login, which is essential for communication and updates throughout the process. We review the documents, prepare the return, and apply relevant deductions to reduce tax liability, all conducted virtually. Once the return is ready, we send it for your virtual review and signing, addressing any questions via the portal or video chat. After signing, we e-file the return with the IRS and any state agencies. We also provide ongoing virtual support for any questions or amendments after filing.
At KPA Financial Services, we specialize in virtual tax preparation services for individuals, families, and small businesses. Our expertise includes personal tax filing, small business tax returns, amended filings, and assisting self-employed individuals with their tax needs. We focus on supporting new small business owners, helping them navigate tax laws and maximize deductions and refunds. Additionally, we offer business formation services to help clients start and grow their businesses, all through convenient, virtual consultations.
Please reach us at info@kpafinancials.com if you cannot find an answer to your question.
The tax filing deadline is April 15th, with an extension until October 15th. However, if you're hoping to claim a refund, you have 3 years to do so.
Here is a list of common required documents for tax filing: an unexpired ID, birth certificate(s) for dependent(s), proof of income, social security card(s), last year's return, and bank information
KPA Financial Services specializes in working with sole proprietors and LLCs, but we are happy to assist businesses of all sizes. If we are unable to meet your specific needs, we have a network of trusted referrals to ensure you receive the help you need.
Yes, we specialize in helping self-employed individuals with tax filing. We understand the unique tax needs of freelancers, contractors, and small business owners.
An amended return is a corrected version of your tax return, filed when there’s an omission or mistake on the original return that needs to be updated with the IRS.
Yes! Our tax preparation services are completely virtual, allowing you to file your taxes online at your convenience.
If you miss the filing deadline, you may face penalties. However, we can still file your taxes after the deadline. If your documents are submitted through our intake form, we’ll ensure your return is filed when the IRS reopens (if it hasn’t been submitted before the IRS closes for the year).
The tax deductions you can claim depend on your business type. To help maximize your deductions, it’s important to maintain good records throughout the year. Our team can guide you on what to track to optimize your deductions.
We provide each client with a secure portal accessible only by you and your tax professional. Additionally, we follow a strict Written Information Security Plan (WISP) to ensure your data remains safe.
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