Tax Preparation Services in Burbank, CA

Tax preparation service typically includes gathering and reviewing income, expense, deduction, and prior-year information; preparing required federal and applicable state returns; checking filings for accuracy; and submitting them by the appropriate deadline. For complex situations, it can also include evaluating unfiled years, responding to IRS correspondence, and coordinating the return with a tax-resolution strategy so new filings do not create avoidable issues.

Yes. An IRS Enrolled Agent is federally licensed by the U.S. Department of the Treasury and may prepare tax returns for individuals and businesses. Enrolled Agents also have unlimited practice rights before the IRS, meaning they can represent taxpayers in audits, collections, appeals, and other IRS matters. This is particularly valuable when tax preparation is connected to notices, back taxes, or an ongoing IRS case.

Start by identifying every missing tax year and collecting income records, expense documentation, prior returns, and IRS transcripts where available. Each delinquent return should be prepared accurately, because filing can affect penalties, balances due, collection activity, and eligibility for resolution options. Assured Financial Services evaluates unfiled returns within the broader IRS situation, then prepares and submits the required filings in a coordinated order.

Gather wage statements, 1099 forms, business income and expense records, bank and brokerage statements, mortgage interest records, estimated tax payment confirmations, prior-year returns, and any IRS notices. Business owners should also provide bookkeeping reports, payroll records, asset purchases, and relevant entity documents. Organized, complete records help identify reporting requirements and support the figures included on the return if questions arise later.

Yes. A back-tax review begins by confirming the total liability, including outstanding returns, assessed tax, penalties, and interest. From there, available options may include an installment agreement, penalty abatement, an Offer in Compromise for qualifying taxpayers, or Currently Not Collectible status when payment creates significant hardship. The appropriate path depends on verified financial information and IRS eligibility rules, not a one-size-fits-all solution.

Accurate tax preparation can be an important first step when penalties stem from late or unfiled returns. Once required filings are current, a taxpayer may be eligible to request relief under first-time abatement, reasonable-cause criteria, or another IRS program. Assured Financial Services evaluates the facts, documents the request, and submits formal penalty-abatement materials when a valid basis for relief exists.

Timing depends on the number of tax years, the completeness of records, the type of income involved, and whether IRS transcripts or additional documentation are needed. A straightforward current-year filing generally moves faster than several delinquent returns or a return tied to tax debt. Providing organized records promptly helps the preparer complete a thorough review and identify issues before filing.

Yes. The founder is an IRS Enrolled Agent with unlimited practice rights before the IRS in all 50 states, allowing Assured Financial Services to assist taxpayers in Burbank, CA remotely. Secure document exchange and direct communication support an efficient process without requiring an in-person office visit. Remote service is especially useful for taxpayers managing complex filings, IRS notices, or multiple tax years.