Personal and business taxes, with a clear next step
EJC Financial offers personal and business tax preparation and filing, along with the records and schedules that keep businesses ready throughout the year. We start with your situation and agree on the work before we begin.
A clear path to filing
- GatherKnow which records are needed
- PrepareWork through the return and questions
- FileReview and authorize before filing
Scope and timing confirmed for your situation.
You can come to us for tax services on their own. An ongoing bookkeeping or accounting engagement is not required.
- Who it's for
- Individuals and business owners who need help preparing and filing taxes.
- We handle
- Return preparation and filing, plus business records and supporting schedules within the agreed scope.
- First step
- Tell us whether you need personal or business tax help, the tax year, and any deadline.
From the first note to filing
We confirm the return, records, and timing with you. Your tax situation determines the work.
-
Confirm what you need
Tell us the tax year, whether the return is personal or business, and what has changed. We confirm whether the work fits and provide the scope and fee.
-
Gather and prepare
We arrange a secure way to collect records, work through missing information, and prepare the return. For businesses, the scope can also include keeping supporting schedules current during the year.
-
Review and file
You review the completed return and authorize filing. We explain the next steps for the work we have agreed to handle.
Know what is being handled
Preparation starts with the records and questions relevant to your return. The agreed scope makes responsibilities clear.
- A review of your tax situation and filing needs
- A list of records needed for preparation
- Questions about missing or unclear information
- Personal or business tax return preparation
- A completed return for your review
- Filing after your review and authorization
Keep business records ready throughout the year
We can maintain the records needed for tax preparation or assemble a year-end package. When monthly accounting already maintains a schedule, tax work uses that file. For standalone tax work, we confirm which schedules need to be prepared or updated. The scope identifies who maintains each record and who handles filing.
- Balance sheet schedules assembled for tax preparation
- Fixed asset detail and depreciation schedules for tax preparation
- Loan balances tied to statements, with interest split out
- Owner draws, contributions, and equity movement
- 1099 tracking and vendor W-9 collection
- Sales tax support and filing-period reconciliation
- Intercompany and multi-entity detail
- An organized year-end package and answers to records questions
Personal taxes
Help preparing and filing your individual tax return.
- Start with the tax year and a brief description of your situation.
- Tell us about changes in income, work, or family circumstances.
- We confirm the records needed and the work included.
Business taxes
Help preparing and filing taxes for your business.
- Tell us the business type, tax year, and condition of the books.
- We can keep supporting schedules current throughout the year and organize the records needed for filing.
- If bookkeeping or cleanup is needed first, we scope that separately.
A scope for your tax situation
The scope can cover return preparation and filing, year-round records support, a year-end package, or a combination. We confirm the responsibilities, fee, and timing before work starts. Any prior-period cleanup is scoped separately.
Mention any approaching deadline in your first note so we can assess timing before you send records.
Ask about tax servicesQuestions about tax services
Do you prepare and file personal and business tax returns?
Yes. EJC Financial offers tax preparation and filing for individuals and businesses. We review your situation and confirm the specific return, scope, fee, and timing before work begins.
Do I need to be a bookkeeping client?
No. Tax services can be a standalone engagement. If your business records need bookkeeping or cleanup before preparation can begin, we explain and scope that work separately.
Can you help with records before filing season?
Yes. Year-round supporting schedules and year-end records preparation are part of our tax services offering. We agree on what to maintain and when, so the scope is clear whether you need records support, return preparation and filing, or both.
Can we keep our existing tax preparer?
Yes. We can maintain your business records and schedules and work with your current CPA or tax preparer. The scope confirms who handles preparation, filing, and records questions.
What should I include in my first message?
Tell us whether you need personal or business tax help, the tax year, and any deadline. Do not include Social Security numbers, account numbers, login details, or tax documents. We arrange a secure way to collect records after we reply.
Start with your tax situation
Personal or business, tell us what needs to be filed and when. We'll confirm how we can help and what comes next.