Business Tax Returns

Small business tax return preparation and filing instructions are a core service offered to our clients for both service-based company clients. Whether your company is a Limited Liability Company (LLC), S or C Corporation, Partnership, Sole Proprietor, or Independent Contractor (Form 1099-Misc), a properly prepared tax return can be filed to minimize the tax owed.

For business taxes, the client should bring a list of expenses for the year, revenue received for the year, and a copy of your prior-year tax filing for review.

Individual Tax Returns

Clients of KJ Financial Group LLC are a name, not a number. We take the time to go through the papers with you and help you understand the process. Plus, all of your information is kept completely confidential, so you don't have to worry about your private information being exposed to others, especially telemarketers.

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax accountant.

$6,000 Refund Advance Loan

The Refund Advance is an optional tax-refund related loan provided by MetaBank® (it is not the actual tax refund) at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply.

Tax returns may be filed electronically without applying for this loan.

Loans offered in amounts of 25%, 50%, or 75% of your expected tax refund from $250 - $6,000. Loan in the amount of 25% of your expected refund has an Annual Percentage Rate (APR) of 0.00% and a maximum loan of $2,500. Loan in the amounts of 50% or 75% of your expected tax refund have an APR of 36.0%.

For example, $3,000 representing 50% of expected refund borrowed over 24 day terms, total amount payable in a single payment is $3,071.01 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

$297 Tax Returns

We confess – we are fans of tax preparation services like H&R Block or even do-it-yourself products like TurboTax.

We invite you to continue to use the solution that works best for your particular situation.

But consider these thoughts – what services do these solutions offer the other eight months of the year?

What if you have concerns about how to drive down your tax liability?

And most importantly, what happens when you have a tax question a month from now as your life gets more complicated.

Knowing that life can get more complex with better-paying jobs, a spouse, house, maybe some children too (maybe not all in that order),

KJ Financial Group LLC seeks to make its tax preparation really affordable from the start.

That’s why we offer our $297 tax preparation fee.

Here’s what you get:

•$297 fee includes the processing of the W2 form only for individual tax filing without itemization or dependents.

•Additional forms and needs are billed according to our rate schedule.

•Completed 1040 federal tax return and state filing if necessary.

•E-File submission for expedited refunds.

Getting started is easy!

Make an appointment at (804) 404-7985

Fax, email, or mail your W-2 to KJ Financial Group LLC at 1 (804) 404-7985.

•Send us your payment of $297 via major credit card, or pay at our office.

•By the next business day, we’ll get you your draft return and your E-File authorization - The same day if you come to our office.

•Once we receive payment, you sign on the dotted line, and your return will be filed.

That’s it! We’ll do the rest!

IRS Information

IRS Phone Numbers

Irs

800-829-1040

Fraud Verification

800-830-5084

Transcript

800-908-4496

IP PIN

800-908-4490

Tax Advocate Services

877-777-4778

FMS- The Offset Line

800-304-3107