Addfi Tax

Services

IRS Tax Problems

We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

Are you having problems with the IRS?

Before you call one of the large advertisers claiming to solve your problems for pennies on the dollar, take the time to talk to your trusted, Sacramento based tax expert.

We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and, of course, extremely discrete.

Resolve your tax problem with the peace of mind that you are in good hands. Please click here to schedule a conference call with us.

We can help you with the following:

Wage Garnishment
Bank Levy
Threatening Letters
IRS Audit Notification
Non-Filing
Back Taxes
Liens
Offers-in-Compromise
IRS Seizures
Innocent Spouse

Tax Preparation and Planning

Don't pay more tax than you pay legally owe.

Addfi Tax has the expertise to provide you with the services that you need. The tax code is complicated. Addfi Tax is dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

This office provides many services, including the following:

Individual Tax Preparation
Business Tax Return Preparation
Partnership & Corporate Tax Preparation
Tax Planning
Out-of-State Returns
Business Start-Ups

Accounting & Bookkeeping

Every hour you spend on accounting is an hour you could have used growing your business. Maximize the return on your time investment by contacting Addfi Tax today.

Whether you are a start-up business, a growing business or a mature corporation, Addfi Tax has the expertise to help you. Through prompt and timely service, along with an intimate knowledge of the rules and regulations, we can keep you ahead of government deadlines, maintain order in your internal financial systems, and reduce the headaches that come with owning a business.

We can handle it all, from your payroll needs to banking and check writing. If you’re having issues preparing your financial statements, we can tackle them for you. You name it…we can do it!

Why hire staff? Let Sacramento based Addfi Tax do your monthly bookkeeping at a fraction of the cost of a full-time employee.

Our talented team is experienced with all the major accounting software programs, such as QuickBooks. We perform vital accounting functions, such as accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, financial statement preparation and financial analysis.

When you retain our services, we make it a priority to learn your goals and operations quickly so we can hit the ground running. Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other areas that will make your business more profitable.

New Business Formations

We can assist with new Corporations, S Corporations and LLC.

Owning and operating your own business is a dream for many aspiring entrepreneurs, but the reality of running a business can quickly squash the initial thrill. Making sure that you are well equipped to manage all aspects of running a business is the key to success, while failure to do so is a recipe for disaster.

Our new business formation services will provide you with a strategy that will give you a plan for the future that lays out a long view, providing a methodical approach that protects your dream and avoids the mistakes that many make.

Payroll Tax

Not many companies provide both payroll and bookkeeping services, but at Addfi Tax you can have all of your payroll and bookkeeping service needs met in one convenient place.

Addfi Tax provides business owners with accurate, confidential and cost-effective payroll services that meet the needs of each unique business. With a combination of technology and best practices, we provide practical and timely assistance in a professional manner.

Our goal is to provide you with exceptional service and give you the peace of mind you deserve.

Our services include:

Error-free payroll
Customized payroll processing
Calculation of payroll deductions, including CPP, EI and income tax for all provinces and territories
Full service payroll processing, including direct deposit
State and Federal Payroll Tax Reporting
Quarterly Tax Reporting
Year-end Reporting
A fully integrated solution that maintains all employee information in a single place
Management and processing of Records of Employment (ROE)

Tax Audit Defense

This firm represents clients before the IRS to address their concerns. The tax law is complicated and a professional will be better able to guide you through the audit experience.

Did You Receive an Audit Letter From the IRS?

The first step is not to panic. The IRS uses letters to communicate with taxpayers about IRS audits. As with most IRS communication, there are deadlines associated with IRS audit letters. You will have time to review the items that are being contested and prepare your response. Selecting a return for examination does not always suggest that the taxpayer has either made an error or been dishonest. In fact, some examinations result in a refund to the taxpayer or acceptance of the return without change.

This firm represents clients before the IRS to address their concerns. The tax law is complicated and a professional will be better able to guide you through the audit experience.

FAQ

What is an “Enrolled Agent?”

Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service. EAs must pass a rigorous examination, a background check, and meet lengthy annual continuing professional education requirements. That’s why EAs account for less than 10 percent of all tax practitioners – and are considered a cut above the rest. By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise – so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.

What Type of Services Does an Enrolled Agent Offer?

Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually-changing field of taxation enables them to effectively represent taxpayers audited by the IRS. Our firm’s seasoned professionals are experts in all areas of taxation including:

Individual Returns
Payroll Tax Issues
Business Returns
Sales Tax Returns
Rental Income Returns
Business Consultation
Expatriate Returns
Fiduciary & Estate Returns
Corporation Returns
Bookkeeping
Partnership Returns
Audit Representation
LLC Returns

Do Enrolled Agents Provide Planning Services?

Because of their expertise in taxation, Enrolled Agents are well-suited to provide tax planning services. The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around. Our firm offers a full range of planning services including, but not limited to:

Individual Tax Planning
Business Tax Planning
Business Organization
Rental Properties
Foreclosures and Repossessions
Retirement
Investments
Sales and Exchanges
Pension Plans
Education Planning
Finance & Refinance Planning
Home Purchase and Sale Planning

Does This Firm Provide Year-Round Service?

We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.

Will My Information Be Kept Confidential?

We maintain a policy of the strictest confidence concerning our clients’ affairs. You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.

Privacy Policy

We have focused on implementing fair information practices that are designed to protect your privacy

You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.