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Areas of Practice

The services I can provide to you include, and are not limited to, the following:

Tax Preparation

 

Regardless of the type of income you have, farming, rental property, retail sales, professional services, or W-2 income-- I can prepare your tax return with expertise and efficiency. I provide my clients with free electronic filing and free direct deposit of refunds. Electronic filing and direct deposit will get you money to you quickly at not additional cost. IRS has significantly enhanced the e-file and direct deposit system providing a quick turn around of 10 days or less of tax refunds for over 90% of my clients. I am open year round to provide my clients with assistance in all tax matters throughout the year, not just at tax time.

Back Taxes

 

You may have forgotten to pay your taxes, but the IRS never forgets!

Tax Penalties and Interest can more than double what you owe to the IRS and the number just keeps growing. Its a liability that can haunt you for decades. Its not just an inconvenience, its a serious problem that can ruin your life and the life of those around you.

Just think how embarrassing it is to have the IRS contact:

  • Your Bank
  • Your Employer
  • Your Business Clients

They can even collect from your spouse and any asset under their name. That can destroy your credibility and your relationships.

The IRS begins its collection process in stages (IRS Tax Lien, IRS Tax Levy, IRS Seizure of Assets). Each stage gets more invasive than the next. If you get a Tax Lien Notification in the mail, then you are already on a downward spiral unless you resolve the problem.  I am here to help.

 

Amendments

 

It’s not that uncommon to forget something on your taxes considering how complicated they can be. Perhaps you didn’t record all of your deductions and credits or you entered the wrong filing status. A 1099-INT from one of your banks gets lost in the mail and delivered a few months late? If you make a major mistake, it becomes necessary to file an amended return. Here are some situations that call for filing an amended return:

  • Change in filing status

  • Inaccurate reporting of number of dependents

  • Mistake in reporting your total income

  • Error in figuring deductions and/or credits

  • You e-filed, have one of the above situations, and you received confirmation from the IRS or state taxing agency that your return was accepted

 

If you find that your need to file an amended return, regardless if another company filed your original return, or you did it yourself--I can fix the problem, and set your taxes straight.

U.S. Expatriate Taxes
 

 

I specialize in U.S. expat taxes for Americans living abroad. Whether you are working abroad, or live permanently in another country, I can help you file taxes, in the U.S. and in some cases, the country in which you live. I can give you accurate advice, including the latest expat tax information and help you meet expat tax deadlines. When filing expat taxes, no matter how complex, I can help.

Tax Forecasting and Advisory

 

How will your current decisions affect your next year's tax outlook?  I can help you with a simple tax forecast and analysis report.  It can come in handy when making big decisions, like selling or buying a home.  

Offers In Compromise/Tax Debt Renegotiation

 

The Offer-in-Compromise can be a life-saving form of tax resolution for those who truly need it. On average people who settle their debt using an Offer-in-Compromise end up paying less than 20% of the actual amount they owed to the IRS.

Approved by Congress to aid taxpayers, an Offer in Compromise (OIC) can be the ideal solution for resolving your tax problem as it can result in significant savings.In some cases, your financial situation may make it nearly impossible for you to pay off all your tax debt, even when utilizing tax resolution over the long term via an installment plan. In such situations the IRS may be willing to accept an “Offer-in-Compromise” and significantly lower your tax bill.

For the best chances in successfully negotiating an offer in compromise, you’ll want a professional on your side.

The services I can provide to you include, and are not limited to, the following:

Tax Preparation

 

Regardless of the type of income you have, farming, rental property, retail sales, professional services, or W-2 income-- I can prepare your tax return with expertise and efficiency. I provide my clients with free electronic filing and free direct deposit of refunds. Electronic filing and direct deposit will get you money to you quickly at not additional cost. IRS has significantly enhanced the e-file and direct deposit system providing a quick turn around of 10 days or less of tax refunds for over 90% of my clients. I am open year round to provide my clients with assistance in all tax matters throughout the year, not just at tax time.

Back Taxes

 

You may have forgotten to pay your taxes, but the IRS never forgets!

Tax Penalties and Interest can more than double what you owe to the IRS and the number just keeps growing. Its a liability that can haunt you for decades. Its not just an inconvenience, its a serious problem that can ruin your life and the life of those around you.

Just think how embarrassing it is to have the IRS contact:

  • Your Bank
  • Your Employer
  • Your Business Clients

They can even collect from your spouse and any asset under their name. That can destroy your credibility and your relationships.

The IRS begins its collection process in stages (IRS Tax Lien, IRS Tax Levy, IRS Seizure of Assets). Each stage gets more invasive than the next. If you get a Tax Lien Notification in the mail, then you are already on a downward spiral unless you resolve the problem.  I am here to help.

 

Amendments

 

It’s not that uncommon to forget something on your taxes considering how complicated they can be. Perhaps you didn’t record all of your deductions and credits or you entered the wrong filing status. A 1099-INT from one of your banks gets lost in the mail and delivered a few months late? If you make a major mistake, it becomes necessary to file an amended return. Here are some situations that call for filing an amended return:

  • Change in filing status

  • Inaccurate reporting of number of dependents

  • Mistake in reporting your total income

  • Error in figuring deductions and/or credits

  • You e-filed, have one of the above situations, and you received confirmation from the IRS or state taxing agency that your return was accepted

 

If you find that your need to file an amended return, regardless if another company filed your original return, or you did it yourself--I can fix the problem, and set your taxes straight.

U.S. Expatriate Taxes
 

 

I specialize in U.S. expat taxes for Americans living abroad. Whether you are working abroad, or live permanently in another country, I can help you file taxes, in the U.S. and in some cases, the country in which you live. I can give you accurate advice, including the latest expat tax information and help you meet expat tax deadlines. When filing expat taxes, no matter how complex, I can help.

Audit Assistance

 

Tax audits can be stressful and complicated. I can assist you with your Audit letter.

 

How Audit Assistance Works

  • I will review your notice and explain what everything means

  • I can help you find or come up with any documents you may need

  • I will research all of the issues that are mentioned in the notice

  • I can give a detailed description of what to expect during a visitation audit

  • I can review the audit findings and give a detailed description of next steps

  • I will help you to understand your options if you are audited and owe more money and cannot pay

  • I can help get an understanding if your case is qualified for an appeal

  • I ca



 

Tax Forecasting and Advisory

 

How will your current decisions affect your next year's tax outlook?  I can help you with a simple tax forecast and analysis report.  It can come in handy when making big decisions, like selling or buying a home.  

Offers In Compromise/Tax Debt Renegotiation

 

The Offer-in-Compromise can be a life-saving form of tax resolution for those who truly need it. On average people who settle their debt using an Offer-in-Compromise end up paying less than 20% of the actual amount they owed to the IRS.

Approved by Congress to aid taxpayers, an Offer in Compromise (OIC) can be the ideal solution for resolving your tax problem as it can result in significant savings.In some cases, your financial situation may make it nearly impossible for you to pay off all your tax debt, even when utilizing tax resolution over the long term via an installment plan. In such situations the IRS may be willing to accept an “Offer-in-Compromise” and significantly lower your tax bill.

For the best chances in successfully negotiating an offer in compromise, you’ll want a professional on your side.

Small Business Bookkeeping
(coming soon!)

 

Bookkeeping Services Offered:

 

  • Small Business Accounting

  • Outsourced Bookkeeping

  • Bank Reconciliation

  • Accounts Receivable / Accounts Payable

  • Bookkeeping Clean Up

  • Income Statement, Balance Sheet, General Ledger

  • Custom Reports

  • Daily Money Management

  • Industries I Serve: Attorneys, Clubs & Associations, Contractors & Sub-Contractors, Consultants, Doctors, e-Commerce, Franchises, Property Owners, Retail Stores..

Contact Me

Kirk Zackery Moreno

​Professional Tax Services and Bookkeeping
Tel: 818-427-4995
Email: kirkmoreno@yahoo.com
fax: 818-369-6301

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