prompt Precise dependable
ACCURATE & RELIABLE
We ensure every return is prepared carefully to maximize accuracy and reduce errors.
FAST TURNAROUND
Get your taxes prepared and filed quickly without sacrificing quality.
PERSONALIZED SUPPORT
One-on-one guidance tailored to your tax situation — individuals and businesses.
SMJ offers Services & solutions for individuals and businesses.
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Get expert insights into Federal & State Income Tax Preparation.
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Contact us today to learn more about our tailored bookkeeping solutions for your business
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Tax representation services offer comprehensive support for navigating complex tax issues:
Audit Support: Assistance during IRS audits, including providing essential documentation and defending tax returns.
Appeals and Collections: Handling appeals against IRS decisions and negotiating settlements for tax debts.
The goal is to ensure that interests are effectively represented and the best possible outcome is achieved.
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Tax resolution services provide solutions for resolving tax issues effectively:
Offer in Compromise: Negotiate with the IRS to settle tax debts for less than the full amount owed.
Installment Agreements: Set up payment plans for clients who cannot pay their tax debts in full.
Penalty Abatement: Request reductions or eliminations of penalties due to financial hardships or other qualifying circumstances.
Innocent Spouse Relief: Assist in obtaining relief from joint tax liabilities incurred by a spouse or former spouse.
These services aim to alleviate tax burdens and find manageable solutions for resolving tax disputes.
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Accurate Reporting
Prepare and File 1099-NEC Forms
Action: Collect all necessary details, including the contractor’s TIN and payment amounts.
Goal: Ensure accuracy to prevent errors and avoid potential IRS penalties.
Electronic Filing
Action: Handle electronic submission of 1099-NEC forms to the IRS.
Requirement: Particularly important if filing 250 or more forms.
Goal: Streamline the filing process and ensure timely submission.
Recipient Copies
Action: Distribute copies of the 1099-NEC forms to contractors by the January 31 deadline.
Goal: Ensure contractors receive their forms on time for their own tax filings.
2. Record-Keeping and Compliance
W-9 Collection
Action: Assist in collecting Form W-9 from contractors to verify TINs.
Goal: Prevent backup withholding and ensure correct TINs are used.
Compliance Checks
Action: Review contracts and payments to confirm proper issuance of 1099-NEC forms.
Goal: Ensure compliance with IRS requirements and accurate reporting.
Penalty Avoidance
Action: Monitor and adhere to all filing deadlines and requirements.
Goal: Avoid IRS penalties through diligent adherence to deadlines and regulations.
3. Tax Planning and Advisory
Deductible Payments
Action: Provide advice on the tax treatment of contractor payments.
Goal: Help maximize deductions and optimize tax outcomes.
Year-End Planning
Action: Offer guidance on timing payments and expenses.
Goal: Enhance tax outcomes for the business by strategic planning.
Business Entity Consultation
Action: Discuss the potential tax benefits of changing the business structure.
Goal: Evaluate whether restructuring (e.g., from sole proprietorship to LLC or S-Corp) could provide tax advantages.
4. Software Integration
Accounting Software Setup
Action: Assist in setting up accounting software to track contractor payments and generate 1099-NEC forms.
Goal: Streamline tracking and reporting processes.
Automation Solutions
Action: Recommend tools and processes for automating 1099-NEC tracking and filing.
Goal: Improve efficiency and accuracy in managing 1099-NEC forms.
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W2 Preparation
W2 preparation services ensure accurate and compliant reporting of employee wages:
Employee Wage Reporting: Prepare and distribute W2 forms to employees, detailing their annual wages and taxes withheld.
Filing with IRS: File W2 forms with the IRS and Social Security Administration to comply with federal requirements.
Corrections and Amendments: Handle any necessary corrections or amendments to previously issued W2 forms.
These services streamline wage reporting and ensure adherence to regulatory standards.
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Our services cater to clients in all 50 states, through virtual consultations or in-person appointments.
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Employment tax services ensure accurate and compliant management of tax obligations:
Payroll Tax Filing: Ensure timely and accurate filing of federal, state, and local payroll tax returns.
Wage Reporting: Manage and report employee wages, tips, and other forms of compensation.
Compliance: Assist businesses in adhering to employment tax regulations to avoid penalties.
These services help streamline payroll processes and maintain regulatory compliance.
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LLC & Non-Profit Filing
LLC and non-profit filing services streamline the establishment and compliance of organizations:
Formation and Registration: Assist with the formation and registration of LLCs and non-profit organizations.
State Compliance: Ensure adherence to state regulations, including filing annual reports and managing renewals.
Tax-Exempt Status: Help non-profits obtain and maintain tax-exempt status with the IRS.
These services support the smooth setup and ongoing compliance of your organization.
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New Business Registration
New business registration services ensure a smooth start for your enterprise:
Entity Selection: Advise on choosing the best business structure (e.g., sole proprietorship, partnership, corporation, LLC) tailored to your needs and goals.
EIN Application: Assist with obtaining an Employer Identification Number (EIN) from the IRS.
State and Local Licensing: Help secure the necessary state and local licenses and permits for your business.
These services streamline the registration process and lay a solid foundation for your new venture.
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Business Consultation
Business consultation services offer expert guidance to enhance your company’s success:
Strategic Planning: Provide advice on business strategies, growth opportunities, and financial planning to drive long-term success.
Financial Analysis: Analyze financial statements and offer insights to improve overall business performance.
Tax Planning: Develop tax strategies to minimize liabilities and optimize financial outcomes.
These services help you make informed decisions and achieve your business goals.
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Tax Planning
Tax planning services help optimize financial outcomes and minimize liabilities:
Tax Strategy Development: Create comprehensive strategies to reduce tax liabilities and maximize savings for individuals and businesses.
Retirement Planning: Advise on tax-advantaged retirement plans to ensure a secure financial future.
Investment Planning: Offer guidance on tax-efficient investment strategies to enhance returns and minimize taxes.
Year-Round Support: Provide continuous support to adapt to changes in tax laws and personal or business circumstances.
These services aim to strategically manage your tax obligations and financial planning throughout the year.
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Payroll Taxes
Payroll tax services ensure accurate and compliant management of payroll obligations:
Processing Payroll: Manage the entire payroll process, including wage calculations, deductions, and net pay distribution.
Tax Deposits: Ensure timely deposits of federal, state, and local payroll taxes.
Reporting: Prepare and file all required payroll tax forms, such as Form 941, Form 940, and state equivalents.
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Notary Services
Notary services provide reliable and flexible solutions for document authentication:
Document Notarization: Offer official notary services for a range of documents, including affidavits, contracts, deeds, and power of attorney.
Mobile Notary: Provide mobile notary services for clients needing documents notarized at their location.
Legal Compliance: Ensure that notarized documents meet all legal requirements and are properly executed.
Trusted Expertise, Personalized Tax Solutions
why our clients love us!
“I met Mrs. Johnson last year and she assist me with my taxes and questions I have had for her over the last year she is great.”
“Instructor was very nice and patient. Class was interesting and exciting. I learned a lot and is very excited about this upcoming tax season!”
“SMJ tax firm and associates was a very helpful and great learning experience. I would recommend the service as well as the training classes. This was a great experience all around.👏🏽👏🏽👏🏽👏🏽
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“Thank you so much for providing such amazing tax training. Your knowledge, clarity, and dedication have truly prepared us for the upcoming tax season. I appreciate the time and effort you poured into making sure we’re confident and ready.”
“SMJ Tax Firm and Associates will always be my first choice. At SMJ, I didn’t have to worry about whether I would be defrauded or tax forms being done wrong, because they are very knowledgeable and strictly by the book when it comes to getting tour taxes done. This makes year number three for me and I keep going back for a reason.... just trust me!”
