Business Planning
Practical financial planning and informed next steps for businesses and organizations.
Request serviceAccounting you can count on.
Tax preparation, entity formation, bookkeeping, and payroll services for individuals and organizations.
Why The Filing Services?
Individualized service for real financial decisions.
We take the time to understand your needs, organize the details, explain each step clearly, and complete every filing with care.
Services
Professional services for individuals and organizations.
Entity Formation
Formation and filing services for corporations, LLCs, trusts, nonprofit organizations, congregations, foundations, and DBAs.
Request serviceTax Preparation & Filing
Tax return preparation and filing for individuals, businesses, nonprofit organizations, trusts, and foundations.
Request serviceBookkeeping
Transaction recording, account reconciliation, and organized financial records for your business.
Request servicePayroll
Payroll processing, employee pay calculations, and payroll tax preparation and filing.
Request serviceEntity Formation
Start your entity formation.
Our Process
A clear process from consultation to filing.
Step 1 of 4Discuss your needs
A conversation about what you need.
Tell us which services you need and share any relevant notices or deadlines. We can discuss the scope of the work and the information needed to get started.
Discuss your needsStep 2 of 4Provide the required information
The right information, organized from the start.
Gather the records and details requested for your service. For a new entity, complete the formation form; for other filings, contact our office to confirm which documents are needed.
Start an entity formationStep 3 of 4Review and approve
Review the details before moving forward.
Review the prepared filing and raise any questions or corrections with our office. Once the details are confirmed, provide your approval and accept the applicable terms.
Review and approve your filingStep 4 of 4Complete the filing
Complete the final steps.
Provide any outstanding authorization and complete the applicable payment. Our office will confirm submission and explain any remaining steps relevant to your filing.
View payment optionsPayments
Pay an outstanding invoice securely.
Choose Zelle, ACH bank transfer, or credit card.
Filing Approval
Review and authorize your filing.
Refund Tracking
Check the status of your federal or state tax refund.
Document Checklist
Gather the documents relevant to your filing.
Check off the items you have available. Your selections remain on this device and are not submitted.
0 of 6 items ready
Frequently Asked Questions
Helpful information before you contact us.
Tax Preparation
What should I have ready for a tax appointment?
Have your prior-year tax return, if available, along with W-2s, 1099s, K-1s, income and expense records, relevant IRS or state notices, and direct-deposit information if you would like an eligible refund deposited electronically.
What if I am missing a tax document?
Submit the documents you have and identify what is missing. We can advise whether you should request a replacement, wait for the document, or proceed using other available records when appropriate.
What is the difference between W-2 and 1099 income?
Employers generally withhold payroll taxes from W-2 wages. Individuals who receive 1099 income are generally responsible for the related taxes, although qualifying business expenses may reduce taxable income.
Deadlines & Refunds
When is my tax return due?
Filing deadlines vary by return type, tax year, and entity. Individual federal returns are generally due in mid-April, while many calendar-year business returns are due in mid-March. Contact the office to confirm the deadline for your specific filing.
Does an extension provide additional time to pay?
No. An extension generally provides additional time to file, not additional time to pay tax due. If you expect to owe, payment should generally be estimated and submitted by the original deadline.
How can I check my refund status?
Use our refund tracking links for federal, New York, New Jersey, and amended federal returns. The agency may ask for your Social Security number or ITIN, filing status, and expected refund amount.
Entity Formation
What is the difference between an LLC and a corporation?
LLCs and corporations differ in ownership structure, legal requirements, tax treatment, and ongoing compliance. The appropriate structure depends on the organization and any applicable tax elections.
Can I include a second owner in an entity formation request?
Yes. Select the second-owner option in the LLC or corporation section and complete the additional owner information requested.
Bookkeeping
Can you organize bookkeeping records before preparing a tax return?
Yes. Bookkeeping services can organize income, expenses, payroll records, and business transactions so the return can be prepared accurately and reviewed efficiently.
Contact
How can I contact the office?
Email office@thefilingservices.com, call 929-273-0455, or submit the contact form below.