Filing taxes is often not as simple as it appears to be at first. Like all government documents, there are instances of dense language that can be very difficult to understand. Orion United Professional Tax Services has highly experienced and fully prepared tax professionals to help you with tax filing in Woodbridge, VA. Whether it's simple tax returns or estate taxes, we've got you covered!
Our Services
You can file a simple return if you do not have a complex personal tax situation. These returns are applicable to individuals who have standard deductions, limited interest, and dividend income, W-2 income, or unemployment income. Considering your income tax credits, child tax credits, and student loan or education deductions, our accountant services in Woodbridge, VA, can do all the tax filing for you.
On the other hand, having a business, multiple income properties, and various investment vehicles that you draw income from may result in a more complex filing process. It is wiser to have professional tax preparers handle your paperwork.
You can rely on us to help you ensure all of your tax paperwork is complete, accurate, and ready to go to meet all deadlines.
Make Orion United Professional Tax Services your first choice for income tax preparation in Woodbridge, VA. From reconciling your taxes to submitting returns, we handle everything, so you don't have to.
Furthermore, our team has extensive experience in preparing and submitting tax returns for the military, clergy, landlords, small business owners, and partnerships, as well as taxpayers with multiple state requirements. We prepare in-state and out-of-state tax forms and can electronically file your taxes for faster service. Our firm offers the following convenient options to choose from:
- In-Office Appointment with Flexible Office Hours
- Office Document Drop-Off
- Virtual Meeting
- Upload Documents Via Secure Portal
Making Tax Prep Easy for You
Minimize your stress and receive unparalleled services at our firm. We are fully committed to your total satisfaction by addressing all your concerns for individual income tax filing or complex tax returns for business owners.
We understand that an error on your tax returns can be costly. That is why we offer accurate tax preparation and accountant services. Whether you use a computer software program or an online service, there is no substitute for the services provided by one of our tax advisors or CPA. Contact us if you have any questions about our services or want to schedule an appointment.
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Dependable and Affordable Business Tax Services
Tax season is not a pleasant time for most business owners. In fact, it can be quite stressful if you do not have a personal tax accountant. Businesses throughout the area have trusted our team for reliable and stress-free tax prep services.
Save yourself from the hassle and headache as we work on the complex tax filing details and paperwork. As enrolled agents, we specialize in tax preparation services. On top of that, we comply with the annual Continuing Professional Education requirement to ensure that our expertise is based on the latest changes to tax laws. Current tax law changes include:
- Setting Every Community Up for Retirement Enhancement (SECURE) Act
- Coronavirus Aid Relief and Economic Security (CARES) Act
- Tax Cuts and Jobs Act (TCJA), Which Is the Most Significant Federal Tax Law Change in Over 30 Years
Do not let the ever-changing tax code confuse you. With more than 60 years of combined experience, we have provided tax advice and comprehensive tax services to many clients throughout the years. Our firm actively looks out for your best interests while ensuring you have the smallest tax liabilities possible, providing close one-on-one attention, accurate services, and prompt tax filing.
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Tax Help for Individuals in Woodbridge, VA
Personal income taxes are one of your highest annual costs, so having effective tax management has become more important. Luckily, we can help you explore your money-saving opportunities and develop your strategy through our tax filing assistance for individuals in Woodbridge, VA. Drawing on multidisciplinary expertise, we provide customized guidance or tax strategy that aligns with other components of your financial framework and lifestyle.
Our individual tax planning services also benefit business owners and executives. We'll help you evaluate the tax consequences of your business and personal decisions, providing integrated guidance to keep more of your hard-earned wealth.
Tax Services for High-Income Individuals
Our personal tax services benefit high-income and high-net-worth individuals because we can develop holistic tax planning strategies for them. Through this, we help simplify complicated, multi-faceted tax structures. We can help:
- Business Owners and Executives
- Technology Founders
- Professional Athletes
- Individuals Dealing with Multiple State and Local Tax Codes
In addition, our high-income individual tax services also include the following:
- Tax Preparation
- Wealth Management
- Family Office Services
- Trust and Estate Planning
- Transaction Advisory
- Insurance Advisory
- Tax Dispute and Litigation
- Tax Controversy
- Matrimonial Financial Planning
- Bankruptcy Tax Filing
- Private Client Services
Accurate Tax Preparation Service
Mistakes happen when filers attempt to prepare their taxes. However, with the new form options (schedules 1-3) or a complex tax form that includes itemized deductions, business expenses, and investments, errors can become commonplace. We have extensive experience providing large and small business tax preparation services. We also have a thorough understanding of all of the tax laws.
Save time and money while eliminating costly errors with our accountant services in Woodbridge, VA. We also help you locate money-saving deductions and tax credits that you or online software programs may miss. Enjoy personalized and friendly services when you depend on our experienced tax preparers.
Let's Get Started
Just reach out to us by phone or email to start your income tax filing process. We will conduct a thorough interview to ensure the proper filing of all the federal and state required forms on your behalf. We base our prices on the complexity of tax returns, and upon request, we can provide a free estimate.
Documents Required
Any item that states "Important Tax Document" is required for your tax preparation. During our communication with you, our tax advisors will determine which documents you will need to complete to file your tax return.
NOTE: If you received the Economic Impact Payment (EIP)/Stimulus or the IRS notice letter 1444, please provide that information to your tax preparer.
Some of the income and expense documents include:
- W2 Forms
- 1099 Forms (e.g. 1099-R, SSA-1099, 1099-Misc., 1099-INT, and 1099-DIV)
- 1099-B Brokerage Statement for Investments
- 1098 Mortgage Interest Statement
- 1098-T Tuition Statement
- 1098-E Student Loan Interest
- 1095-A Health Insurance
- Record of Business Income and Expenses for Small Businesses
- Personal Property Tax/Real Estate Tax
- All Expenses Related to Rental Property
- If You Itemize, Remember Your:
- Medical/Dental Expenses
- Charitable Donations
- Other Miscellaneous Deductions
We proudly serve individuals and business owners throughout Woodbridge, VA, and surrounding areas. Contact us to schedule an appointment for tax preparation services with one of our experienced experts.
FAQ
What services does your firm offer for tax filing in Woodbridge, VA?
Orion United Professional Tax Services offers tax preparation for individuals and businesses, tax planning, accountant services, CPA services, military tax benefits, and out-of-state tax forms.
How can your firm help simplify tax filing for businesses?
For businesses with complex tax situations and multiple income sources, Orion United Professional Tax Services employs professional tax preparers to handle paperwork accurately and meet all deadlines. We also offer in-office appointments, virtual meetings, and document upload options for convenience.
What documents are required for tax preparation?
Important tax documents, such as W2 forms, 1099 forms, mortgage interest statements, and health insurance records, are necessary for tax preparation. Clients are advised to provide all relevant income and expense documents to ensure accurate tax filing.
Do high-income individuals receive tailored tax services?
Yes, high-income individuals can benefit from personalized tax planning strategies that simplify multi-faceted tax structures. Our firm provides services like tax preparation, wealth management, trust and estate planning, and dispute resolution.
How can I schedule an appointment for tax services?
To schedule an appointment with Orion United Professional Tax Services in Woodbridge, VA, you can call or email us. We ensure proper tax filing of all required federal and state forms tailored to each client's specific situation.
Why should I choose Orion United Professional Tax Services for my tax filing?
Orion United Professional Tax Services is a trusted and experienced tax preparation firm serving clients in Woodbridge and the surrounding areas. Our team of highly skilled professionals has in-depth knowledge of the tax laws and regulations specific to Virginia, ensuring accurate and compliant tax returns. We strive for excellence by providing personalized attention and tailored solutions to meet each client's unique needs.
Can Orion United Professional Tax Services help with tax planning?
Absolutely. Our services extend beyond tax filing. Our experienced tax professionals can also assist with tax planning strategies to help you minimize your tax liability. By proactively reviewing your financial situation, we can identify potential deductions, credits, and opportunities to maximize your tax savings.
How long does the tax filing process take?
The time required for tax filing depends on the complexity of your situation and the availability of the necessary documents. At Orion United Professional Tax Services, we strive to complete your tax filing accurately, efficiently, and within the shortest possible time frame. Our team will work diligently to ensure that your taxes are filed promptly while maintaining the highest level of accuracy and compliance.
