Tax Preparation Service
Tax Preparation Services
Applegate Monetary Group LLC provides comprehensive, accurate, and timely tax preparation services tailored to the needs of small business owners, independent contractors, and individuals. We combine technical expertise with personalized service to minimize liability, maximize compliance, and help you retain more of what you earn.
What we offer
Individual Tax Returns (Form 1040 and schedules): Full preparation and filing for single, married, head of household, and complex returns including itemized deductions, credits, and year-round planning.
Small Business Returns: Preparation and filing for sole proprietorships (Schedule C), partnerships (Form 1065), S corporations (Form 1120-S), and C corporations (Form 1120). Payroll, shareholder/partner distributions, and basis calculations are included.
Self-Employed & Gig Economy: Specialized handling for freelancers, independent contractors, and gig workers — expense categorization, home office deduction, estimated tax planning, and SE tax guidance.
State & Local Returns: Preparation and filing of required state and local tax returns, including multi-state considerations and nexus guidance for small businesses.
Bookkeeping Integration: Coordination with bookkeeping records or direct assistance reconciling income and expenses to ensure accurate tax positions and to reduce audit risk.
Tax Credit & Incentive Analysis: Identification and application of business tax credits and incentives (e.g., R&D, work opportunity, retirement plan credits) to optimize tax outcomes.
IRS Representation Support: Assistance responding to notices, requests for information, and audit preparation. When needed, we coordinate with qualified tax attorneys or enrolled agents for formal representation.
Electronic Filing & Secure Delivery: E-file with confirmation of receipt, and secure delivery of completed returns and supporting documents. Confidential handling and encrypted storage of sensitive records.
Why choose Applegate Monetary Group
Tailored for Small Businesses: We understand the cash flow and tax complexities small businesses face and deliver solutions that fit your operational reality.
Accurate, Up-to-Date Knowledge: Our team stays current with federal, state, and local tax law changes to ensure compliance and identify planning opportunities.
Clear Communication: We provide straightforward explanations of your tax position, required documentation, and actionable steps to improve future tax outcomes.
Confidentiality & Professionalism: Your financial information is handled with strict confidentiality and a commitment to ethical standards.
What we need from you
Prior-year tax returns (if available)
Income documentation (W-2s, 1099s, bank statements, sales reports)
Business
Tax Preparation Services
Applegate Monetary Group LLC provides comprehensive, accurate, and timely tax preparation services tailored to the needs of small business owners, independent contractors, and individuals. We combine technical expertise with personalized service to minimize liability, maximize compliance, and help you retain more of what you earn.
What we offer
Individual Tax Returns (Form 1040 and schedules): Full preparation and filing for single, married, head of household, and complex returns including itemized deductions, credits, and year-round planning.
Small Business Returns: Preparation and filing for sole proprietorships (Schedule C), partnerships (Form 1065), S corporations (Form 1120-S), and C corporations (Form 1120). Payroll, shareholder/partner distributions, and basis calculations are included.
Self-Employed & Gig Economy: Specialized handling for freelancers, independent contractors, and gig workers — expense categorization, home office deduction, estimated tax planning, and SE tax guidance.
State & Local Returns: Preparation and filing of required state and local tax returns, including multi-state considerations and nexus guidance for small businesses.
Bookkeeping Integration: Coordination with bookkeeping records or direct assistance reconciling income and expenses to ensure accurate tax positions and to reduce audit risk.
Tax Credit & Incentive Analysis: Identification and application of business tax credits and incentives (e.g., R&D, work opportunity, retirement plan credits) to optimize tax outcomes.
IRS Representation Support: Assistance responding to notices, requests for information, and audit preparation. When needed, we coordinate with qualified tax attorneys or enrolled agents for formal representation.
Electronic Filing & Secure Delivery: E-file with confirmation of receipt, and secure delivery of completed returns and supporting documents. Confidential handling and encrypted storage of sensitive records.
Why choose Applegate Monetary Group
Tailored for Small Businesses: We understand the cash flow and tax complexities small businesses face and deliver solutions that fit your operational reality.
Accurate, Up-to-Date Knowledge: Our team stays current with federal, state, and local tax law changes to ensure compliance and identify planning opportunities.
Clear Communication: We provide straightforward explanations of your tax position, required documentation, and actionable steps to improve future tax outcomes.
Confidentiality & Professionalism: Your financial information is handled with strict confidentiality and a commitment to ethical standards.
What we need from you
Prior-year tax returns (if available)
Income documentation (W-2s, 1099s, bank statements, sales reports)
Business