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SERVICES

When you visit our offices, you can rely on real help from tax professionals - plus products and tax service with all the benefits that you deserve.

 

Our knowledge of income tax preparation, our passion, our obligation to our customers, and our selection of products is just the start of what we offer. Whether you choose A Plus Financial Consulting to prepare your personal or small business taxes, you're getting a team who will stand with you and energetically seek out your best interests, largest refunds or minimum legal tax liabilities.

Tax Preparation and Planning

 

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 Tax Preparation

  • PlanningOut-of-State Returns

  • Business Start-Ups

 

Thank you for allowing us to be of service.

Audit Support

 

Audits can happen to any taxpayer. Should the IRS send you a tax audit or any income tax notice letter, bring it to us. Our offices are open year round and can support you submitting missing tax documents to the IRS or an IRS examiner.1

 

Tax Audit Assistance

 

Audit Assistance is a complimentary part of the A Plus Financial Consulting Guarantee. We’ll explain the context of any IRS documents and advise you of your options to get your issue resolved. (We'll help if we didn't prepare your return, just call or e-mail our office for a fee schedule.)

 

We'll help with:

 

  • Reviewing the tax authority notice or inquiry and explain what it means

  • Researching issues involved

  • Assisting you with responding the IRS and assembling documents and records for the tax audit

  • Reviewing the tax audit findings and explaining them to you

  • Explaining the appeal process and other options available to you in the event you disagree with the tax authority's findings

 

 

 

  1. A Letter of Engagement is required for all Audit Support. Audit Support constitutes tax advice only. Consult your own attorney for legal advice. Additional fees and conditions apply. At participating offices. Power of Attorney required for Audit Representation.

Non-Filing

 

Failing to file a tax return is taken very seriously by both federal and state authorities.

The best way to prevent penalties of course is to file tax returns on time. However, the IRS generally has not imposed criminal prosecution on individuals who don't file if they voluntarily file when they are notified.

FAILURE TO RESPOND TO THE NON-FILING INCOME TAX NOTICE BY THE DUE DATE MAY RESULT IN THE ISSUE OF A SUBPOENA OR A TAX ASSESSMENT BASED ON INFORMATION SUPPLIED BY THE INTERNAL REVENUE SERVICE.

 

You may respond by either:

  1. Submitting to A Plus Financial all applicable W-2s, 1099s, Federal Schedules and page 1 of Federal Form 1040 by the due date on the Notice so that your municipal income tax returns may be prepared and filed.  (or)

  2. Completing the Non-Filing Income Tax Notice form stating why you have not filed a return.  If you did not file a return for the tax year(s) because of any of the reasons listed on the Non-Filing Notice, check the reason that applies and return the form to A Plus Financial with any required documentation.

 

All documentation must be mailed to:  A Plus Financial Consulting Office of Compliance at 7333 Atlantic Ave Ste F, Cudahy, CA 90201. You must submit a paper form.

Apply for an ITIN

 

If you earn money in the United States but you don't qualify for a Social Security Number, A Plus Financial can help you apply for an Individual Taxpayer Identification Number (also known as an ITIN, PIN, Tax ID or Taxpayer ID) and file any and all pending tax returns.

 

Plus, an ITIN application is FREE when we prepare your U.S. federal income tax return (prior or current year). 

 

Why You Need An ITIN

  • It serves as your identification number for filing your federal taxes.

  • It allows you to get a refund from your income withheld by the IRS, if you qualify.

  • It allows you to file your taxes and claim dependents you support in the U.S., Mexico or Canada.

  • With an ITIN you may be able to open a bank account or apply for a mortgage loan.

  • A complete IRS Form W-7

  • A U.S. federal income tax return

  • Your Passport or 2 of the following documents: (including at least one identification with photo and one identification from your country):

    • National Identification Document (this must be current, and include name, photo, address, date of birth, and expiration date)

    • U.S. driver's license

    • Birth Certificate (required for a dependent unless a passport is being submitted)

    • State I.D.

    • Voter registration from your country

    • Visa

    • U.S. Citizenship and Immigration Services photo I.D.

    • Medical (for dependents only)

    • School records (for dependents and/or students only)

 

 

 

Disclaimer:

A Plus Financial does not provide immigration services. An ITIN is an identification number issued by the U.S. government for tax reporting only. Having an ITIN does not change your immigration status. You are required to meet government requirements to receive your ITIN. Additional fees and restrictions may apply.

 

If the ITIN is for a dependent, the documentation provided must prove that the dependent is a U.S. National or a resident in the United States, Mexico or Canada. Dependents must meet all the other tests for qualifying child or qualifying relative.

 

Supporting Identification Documents must be original or copies certified by the issuing agency. Original supporting documentation for dependents must be included in the application.

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