TAX SERVICES
Tax Services
Tax return preparation, ITIN applications, and guidance for individuals, self-employed workers, and small businesses.
Every situation is different. We review your income, forms, credits, deductions, and tax obligations to identify the service you need.
Individual Tax Returns
W-2s, 1099s, dependents, credits, and deductions.
ITIN and Documentation
Guidance for applications and related processes.
Self-Employed Individuals and Businesses
Forms 1040 and 1065, expenses, estimated payments, and compliance.
Services included: Individual tax returns · ITIN · Estimated taxes · Amendments · Extensions · IRS and state notices
Individual Assistance
Individual Tax Returns
We prepare federal and state individual tax returns tailored to your income, dependents, credits, deductions, and personal circumstances.
“A federal tax return reports the income received during the year to the IRS and determines whether you are due a refund or have a balance owed.”
Tax Identification
ITIN Application or Renewal
An ITIN is an Individual Taxpayer Identification Number issued by the IRS to people who need to file federal taxes but do not have and are not eligible for a Social Security number.
Who is this service for?
“An ITIN is not a work permit, does not change immigration status, and does not replace a Social Security number.”
Business & Self-Employed
Taxes for Self-Employed Individuals and Businesses
We prepare returns for self-employed individuals, sole proprietors, certain LLCs, and partnerships that file using Form 1040 or Form 1065.
“A business’s legal structure does not always determine how it must file taxes. We review the number of owners and tax classification to confirm whether Form 1040 or Form 1065 applies.”
Who is this for?
What do we prepare and review?
Specialized Services
Support for specific tax situations
Services to organize payments, correct tax returns, address important deadlines, and understand IRS or state notices.
Deadlines and Extensions
Amendments and Prior-Year Returns
IRS and State Notices
Estimated Taxes
Guidance for organizing tax payments throughout the year.
Estimated Taxes
Guidance for organizing tax payments throughout the year.
Estimated taxes are payments made during the year on income that typically does not have taxes automatically withheld.
Applies to:
Amending Previous Tax Returns
Review of errors or omissions in a previously filed tax return.
Amending Previous Tax Returns
Review of errors or omissions in a previously filed tax return.
An amended return allows information to be corrected after a tax return has already been filed with the tax authorities.
Common examples:
“Not all errors require an amended return. We first review the original return and any new documents to determine the appropriate process.”
Prior-Year Tax Returns
Preparation of unfiled tax returns from prior years.
Prior-Year Tax Returns
Preparation of unfiled tax returns from prior years.
JL Tax & Business Services helps organize your available documents and prepare tax returns that were not filed in prior years.
Common situations:
Extensions to File Tax Returns
Request for additional time to file a tax return.
Extensions to File Tax Returns
Request for additional time to file a tax return.
An extension provides additional time to file a tax return, but it does not provide additional time to pay taxes owed. An estimated payment may need to be made before the original deadline.
“An extension to file is not an extension to pay.”
Review of IRS or State Notices
Review of notices and an explanation of the next steps.
Review of IRS or State Notices
Review of notices and an explanation of the next steps.
Receiving a letter or notice from the IRS or a state agency does not always mean you are being audited. We help you understand its contents and the actions required.
How we help:
Clear pricing from the start
See the starting price for the most common services. You will receive a clear quote before we begin preparing your return.
Basic individual tax return
Starting at $120
Married filing jointly tax return
Starting at $160
Tax return with self-employment income
Starting at $150
Amended tax return
Starting at $150
ITIN application or renewal
Starting at $250
Includes preparation of the corresponding tax return.
Tax consultation (up to 1 hour)
$80
The consultation fee may be applied as a credit toward the total service cost, depending on the work to be completed.
Prices listed as “starting at” represent the minimum cost during tax season. The final price may increase depending on the complexity of the return, including numerous dependents, multiple W-2 forms, capital gains, cryptocurrency transactions, or other additional forms. Prices may differ after tax season ends.
Quick Guide
Not Sure Which Service You Need?
Find the situation that best describes your circumstances to identify the appropriate service.
“I do not have a Social Security number, but I need to file taxes.”
→ You may need to apply for an ITIN along with your tax return.
“I am self-employed or receive 1099 forms.”
→ You may need a tax return with Schedule C and estimated tax payments.
“I forgot to include a document on a tax return I already filed.”
→ The return may need to be reviewed and amended.
“I did not file taxes for prior years.”
→ We can help prepare your unfiled tax returns.
“I received a letter from the IRS or a state agency.”
→ We can review the notice and explain the next steps.
“I need more time to file my tax return.”
→ We can help you request an extension to file on time.
Need Help With Another Tax Matter?
Contact me to see how I may be able to help.