Our Tax Services
Maybe you’re just trying to get your taxes done without the headache. Or maybe you run a business and need solid guidance all year long. Either way, Miss LC’s Bookkeeping & Beyond has you covered. We don’t believe in one-size-fits-all. We get to know you, understand your situation, and offer tax help that actually fits.
Individual Tax Preparation
We handle personal tax returns with the kind of care you’d expect from someone who knows how important every number is. Whether your income comes from a W-2, side gigs, investments, or retirement funds, we make sure it’s all filed the right way.
Here’s what you get with us:
- Federal and state returns prepared and e-filed
- Every credit and deduction you qualify for, applied
- Smart planning for major life changes—like getting married, buying a home, or going back to school
- Help with IRS letters or catching up on past returns
Small Business Tax Services
Running a business is hard work—handling your taxes shouldn’t be. We work with sole proprietors, LLCs, and corporations to keep financials in order and tax burdens low.
What’s included:
- Business income tax returns (Schedule C, 1120, 1120S)
- Estimated quarterly tax calculations
- Payroll tax filings and support
- Year-end reporting and 1099 prep
Year-Round Tax Planning
Planning ahead means fewer surprises and more savings. We’ll help you make smart decisions today that reduce what you owe tomorrow.
What’s included:
- Personalized tax strategy sessions
- Planning around income changes or new expenses
- Tax-efficient retirement and investment guidance
- Support for future financial goals
IRS Representation & Audit Assistance
If the IRS contacts you, we’ll be by your side. We help clients respond to letters, correct errors, and resolve issues before they become problems.
What’s included:
- Review and response to IRS notices
- Audit preparation and representation
- Assistance with back taxes
- Payment plans and resolution options
Our Process: Simple, Transparent, and Stress-Free
Taxes can be confusing. We get it. That’s why, at Miss LC’s Bookkeeping & Beyond, we don’t overcomplicate things. Whether you’re just trying to file your return or need a plan for the year ahead, we walk you through it, step by step, in plain English. No stress. No surprises.
Step 1: Initial Consultation
We always start with a conversation, just you and us. It’s a chance to learn about where you stand financially, what you’re aiming for, and anything that’s been keeping you up at night when it comes to taxes or compliance. Whether you’re filing as an individual or running a business, we shape our approach around what matters most to you.
We also offer professional bookkeeping services to ensure your financial records are clean, organized, and ready for tax season.
Step 2: Document Collection & Review
We’ll start by giving you a simple list, just so you know what to bring. Things like income info, receipts, maybe last year’s return. No need to overthink it. Once we have your paperwork, we take our time going through it. We double-check everything, ask questions if something’s missing, and make sure nothing important gets overlooked.
Step 3: Tax Preparation or Planning Strategy
Once we’ve got everything, that’s when we really get to work. We’ll either start putting together your return or work out a tax plan that makes sense for where you’re headed. We stick to what the law allows, find any deductions that apply, and keep you updated as we go. You’ll never be left wondering what’s going on.
Step 4: Client Review & Approval
Before we file, we walk you through the numbers. You’ll see exactly how your return was calculated or how your tax strategy was built. We make sure you understand and approve everything.
Step 5: Filing & Follow-Up
Once approved, we electronically file your return and confirm receipt by tax authorities. You’ll get a full copy for your records and we’ll stay available for any follow-up, IRS letters, or questions.
Step 6: Ongoing Support & Planning
Tax season may end, but our service doesn’t. We’re here for mid-year adjustments, estimated payments, planning sessions, or just peace of mind. Think of us as your year-round tax partner.
Why Choose Miss LC’s Tax Preparation & Planning Services
Tax season doesn’t have to be stressful. At Miss LC’s Bookkeeping & Beyond, we work with real people, not just numbers. Whether you’re handling your own taxes, running a small business, or trying to stay ahead of the game, we take the time to understand your situation. Our goal is to help you file with confidence and stay in good standing with the IRS, without all the confusion.
Why Clients Stick With Us
We Get It Right the First Time
Mistakes on your taxes can cost you big. We take a careful, hands-on approach so everything’s filed correctly, no missed forms, no last-minute panic.
We’re Not Just Here for Tax Season
You won’t hear crickets from us after April. Whether you get a surprise IRS letter or need help planning for next year, we’re always just a call away.
We Help You Keep More of Your Money
Good tax work isn’t just about filing, it’s about strategy. We look ahead, spot opportunities, and help you take advantage of every break you’re entitled to.
We Keep Up With the Rules So You Don’t Have To
Tax laws change all the time. We stay updated and make sure your return plays by the book—federal, state, and local.
A Personal Approach to Every Return
No two people approach taxes with the same story and we get that. That’s why we take the time to learn about your income, expenses, and what you’re aiming for. From the first conversation to the moment your return is filed, we’re by your side, making sure everything is accurate and that you don’t leave any credits or deductions on the table.
Why Clients Trust Miss LC’s Bookkeeping & Beyond
It’s not just about crunching numbers. Choosing someone to do your taxes comes down to trust. You want to know they’ll get it right and that they’re actually on your side. That’s what we try to be at Miss LC’s Bookkeeping & Beyond. We’ve stuck by our clients for years because we don’t treat them like transactions. We treat them like people.
✔️ Experienced & Certified
✔️ Personalized Attention
✔️ Transparent Pricing
✔️ Fast, Accurate, and Compliant
✔️ Year-Round Availability
Frequently Asked Questions
What documents do I need for tax preparation?
We’ll need some basic info. That includes your Social Security number, any income documents like W-2s or 1099s, and paperwork for anything you might be able to deduct—stuff like mortgage interest, medical bills, or donations. Don’t worry if you’re not sure what’s needed. We’ll go over it with you and make sure you have a clear list that you can follow.
What’s the difference between tax preparation and tax planning?
Tax preparation is about accurately filing your return based on last year’s income. Tax planning focuses on your future—it’s the process of making smart financial decisions throughout the year to lower what you owe later.
Do you offer any resources to learn bookkeeping on my own?
Yes! We offer a self-paced Bookkeeping Training Program designed for small business owners, freelancers, and aspiring bookkeepers. It’s a great way to take control of your own numbers.
Can you help with back taxes or IRS letters?
Yes, we do. If you’ve received a notice from the IRS or haven’t filed for previous years, we can step in, assess the situation, and work with you to get things resolved quickly and discreetly.
How soon can you file my return?
Once you’ve sent over all your documents, we usually get everything done in about three to five business days. If it’s the busy season, it might take a bit more time, but we’ll keep you posted. We try to move fast without cutting corners.
Do you offer virtual tax services?
Yes! We offer secure, remote tax preparation for clients who prefer to work online. You can upload your documents, speak with us by phone or video, and sign everything digitally.
Is my personal information safe?
Absolutely. We use encrypted systems and secure portals to keep your data private. Your financial information is protected at every step.