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Sunday, October 2, 2016

Thanks to NAEA the Enrolled Agents Conference in Las Vegas 2016, we expanded our array of services

Always glad to meet friends at NAEA
It was  with great pleasure to have attended the NAEA National Association of Enrolled Agents Conference in Las Vegas.

I’m very pleased to enjoy the benefits of the NPTI Fellows. This was my first year at the graduate level class. This venue has grown a lot in participants and the number of vendors too.

I'm always glad to meet with friends at NAEA.

I was so happy to finally learn about the Tax software and started new business relationships with other two companies too. We started offering more services for our current clients and the new ones too. We couldn’t be happier.

I was very impressed with the speakers in 2016, especially with the presentation of Mrs. Karen Hawkins the former director of professional responsibility.

Thanks to this NAEA Classes our company has expanded our array of services. We can offer Tax Resolution for the clients who own $10,000 or more in unpaid taxes to the IRS or the State.


We also offer Payroll services for our business clients. We are glad to be able to help our clients to grow and achieve success.


Our list of services has grown a lot in the past few years, This is our full array of services for individuals and for businesses:

OREM Full Array of Services


Please feel free to take look at our websites and see if there is something that applies to your current individual or business life. Feel free to comment and to ask us questions too.

Saturday, September 3, 2016

Lauren was not only losing her house but also owed over $45,000 to the IRS, this is how we helped her

Lauren
Do you owe to $10,000 or more to the IRS or to the State? We can help you to regain your peace of mind.

Did you get a letter from the IRS or from the State with a huge bill? Do you feel confused and don’t know what to do. Don’t feel bad because it happens all the time to thousands of people.


For instance, Lauren received a letter from the IRS a few months ago. She got scared and ignored this letter. She didn’t open the letter afraid of what it says. Lauren had an idea of what this letter was all about.

The letters kept on coming and Lauren keep on ignoring them. This is one big mistake people make, ignore this IRS notifications, some times there are very simple solutions for this kind of problems and the IRS sends these letters to clarify some situations. But when some people chose to ignore these letters then the IRS can garnish your wages, put a lien on your house, seize your bank accounts and your property.

The IRS was informing Lauren she owed more than $45,000 in back unpaid income taxes.

Lauren’s financial situation wasn’t the best at the moment; she was already struggling with her home situation. She purchased a home in 2006 and by 2008 she was under the water with a mortgage bigger than the value of her house, a lot of people can relate to this.

Few months later Lauren saw some of our advertisements and she decided to make an appointment and to finally take care of this.

She found a shoe box full of unopened IRS letters from almost a year. She told us she had multiple jobs and some jobs as an independent contractor as a counselor.

We started by requesting Laurent’s IRS tax transcripts from the last 10 years and we found out she missed to file some of her tax returns.

We filed the necessary tax returns and we were able to wipe out a big portion of the $45,000 of unpaid taxes to about half of it.

We did more research and found more details about Lauren’s tax situation, she got an employer who reported wages paid to her that never happened, she never worked for this company, she applied to work for this company and for some unknown reason this employer reported wages paid to Lauren for almost $80,000 in a single year.

We finally filed all her tax returns and Lauren couldn’t be happier, her final IRS tax was for about $3,000, which mainly consisted of late fees and interests. Lauren took advantage of our Tax Payment Plan services and she end up paying only around $85 a month.



Please comment and feel free to leave us your feedback

Saturday, August 6, 2016

As Individuals life changes, you need different services to keep up with those changes

As individuals Life takes you places you never know.

Whether it is getting married, getting divorced, starting a new family, or saving money for a major purchase.

We have developed an array of services for Individuals for this kind of new life situations.

Did you find your other half? Then getting married makes sense. We have Suzanne who has 3 kids with Owen. They are a young couple in their early 30s, they are free spirit people and started their family without thinking on getting married. Owen gotten married when 22 in Las Vegas while drunk. Everything was just fine for Suzanne and Owen until Owen got into a car accident and was rushed to the hospital with a broken leg and a minor procedure. Suzanne found out later that night when she went to the hospital, she wasn’t allowed to get information or sign paperwork related to  this minor procedure from the doctors because she was not considered family.

This was a rude awakening considering Owen and Suzanne were about to make a major purchase, Owens insurance was able to take care of the healthcare bills. This situation was enough to get Owen to find his long time lost drinking fried and “wife” Brittany. While In Vegas Owen recalls he and his friends went to gamble and drink at every place they could while Brittany and other friends freeloaded Owen and other friends. Brittany was the kind of friend one can’t afford to have as an unhappy friend or wife.


Did you realize your marriage came to an end? Then getting divorced makes sense.

Continuing with our prior history. Weeks later after some research Owen found Brittany living happily with 2 kinds on her own in another city. Owen filed for divorce, served Brittany with the divorce papers and 6 months later Owen and Brittany were happily divorced and ready to move on with their own families and life.


That was an easy funny history, certainly there are horrors histories too, don’t wait until your funny history becomes a horror one to take action.


Please take the time to look our array of services for individuals and see if there is anything that may fit your current place in life


Please comment and feel free to leave your feedback.


Saturday, July 2, 2016

OREM Ladder to Success Services Packages

We are please to let everybody know that we have expanded our array of services from Accounting, Tax preparation all the way to Business Start ups (LLCs, Partnerships, Corporations, Non-Profits, Private Foundations, etc.).

We have developed the Ladder to Success package.

If you have an interest, a business idea and don’t know where to start, this new product is for you.


The Ladder to Success package includes:

    1)   Entity of your choice filing with the Secretary of State.
    2)   EIN filing with the IRS to obtain your Employer Identification Number (The Business Social Security).
    3)   Statement on Information for the Secretary of State (inform about your company’s directors).
    4)   Accounting System set up.
    5)   Business Plan.
    6)   Website.

This business services package was developed for individuals with an interest or an idea for a business and have no idea where to start. This package will take care of all the paperwork necessary for your business success, including the website to let the world  know about your new business venture.

Take a look of our Ladder to Success packages and see what  is best  for your current situation.  We have multiple Packages for different situations.

We have some success histories you can emulate by reading some of out prior posts. Check it out in the link below:



Please comment and feel free to give us your feedback.

Thursday, June 30, 2016

Mid year accounting review

Every year as you go with your business accounts, is really helpful to have all of your business accounts self audited, look for inconsistencies and/or item you might have impute in the wrong account.

Tuesday, May 31, 2016

non profits tax filing

May is here and NPOs Non profits and Foundations tax filing due date is here

Saturday, April 30, 2016

The 2015 tax season closing and the new challenges for 2016


Thankfully this 2015 tax season and its closing was not as challenging as prior years, this year tax season was easier and it run smoother than before, this year for the first time I was able to be at 2 places at the same time for practical purposes, while I was out in the field meeting clients Robert was at our office all the time meeting our appointments and taking good care of them while I could assist them remotely online.



We keep on expanding our services for our clients, this year we introduce our services for Marriage, Divorce, Audit representation, tax resolution and more to come.