Tax Preparation

New Waverly Tax Services can assist you in submitting forms 1040, 1040A, and 1040EZ for your annual income tax with ease.  Our tax professional is qualified, experienced and knowledgeable in various areas, including the preparation of individual federal and state taxes (all 50 states), charitable tax, foundation tax, nonprofit tax, international tax, electronic filing, amended returns, and more.  

There may be instances when you filed your taxes assuming you had all you needed for the tax year, only to find out later that you received additional documents that were not included with your tax return or perhaps vital income or costs were missed. If these scenarios apply to you, we can help you submit form 1040X to amend your tax return.

Fees for this service may tend to be higher because there are not many tax professionals who provide this type of service, which requires using form 1040NR. At New Waverly Tax Services, we are aware of how burdensome dealing with new rules and regulations may be for international investors or new citizens of the USA. For this reason, we offer this service at a reasonable and fair price and will deal with the challenges it brings in a professional manner.

Few customers fall into this category, but those who do tend to be either new to American tax law or have left the nation in search of new business opportunities. Our company handles these clients professionally, and we make an effort to make the simultaneous filing of forms 1040NR and 1040 as simple as possible.

We can assist you with applying for an ITIN (Individual Tax Identification Number) if you are an investor from another country conducting business in the United States or a resident alien or national in the United States who is liable to pay income taxes. We can do this by filling out form W7 from the IRS. 

New Waverly Tax Services offers a personalized review of your most recent and prior year tax returns to make sure you've received the maximum refund possible. Your tax return is thoroughly examined by our tax expert to look for errors, lost credits, or incorrect filing statuses. These errors can all significantly lower your refund.

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

The IRS has various ways to find your foreign bank accounts, and the consequences of not reporting it can be severe. If you have a foreign bank account that you have not reported to the IRS, you may face civil and criminal penalties. We can help you with the reporting requirements for your foreign bank account as well as assist with finding any relief programs you may be eligible for.

For C corporations, S corporations, limited liability companies, and other entities, we have years of experience submitting income taxes on all 1065 and 1120 forms.

We can amend your IRS filing utilizing forms 1065X or 1120X when something countable has been omitted or overlooked within the organization and the income tax declaration has been submitted. However, we strongly encourage you to have your accounting in order to reduce your cost as these amendments are time consuming and may result in increased fees for any additional work that may be required.

As your authorized agent, we evaluate your unique situation and inspect, obtain, and/or use your confidential information for the type of tax and the years or periods that are being audited.

From designing a business model or marketing plan to determining which marketing techniques to use and how to use them, we’re sure that you’ll leave each consultation ready to implement your business ideas – because strategic thinking and financial analysis are the first steps to producing practical results in your business.

Please contact us for any additional assistance you may need for your business.

• Election of Entity
• County and/or State filing of entity
• Corporative documents and Corporative Book
• Guidance on Financial Administration and QuickBooks

• Bookkeeping
• Payroll
• Payroll Tax deposits
• Sales Tax filing

Few customers fall into this category, but those who do tend to be either new to American tax law or have left the nation in search of new business opportunities. Our company handles these clients professionally, and we make an effort to make the simultaneous filing of forms 1040NR and 1040 as simple as possible.

• Notary Public (Not the same as “Notario Publico”)
• Form Preparation