Our Services

Our Services

We Offer More Than Just Taxes

Tax Preparation and Filing

Personal annual federal, state and local (if applicable) tax preparation and filing.

Payroll, W-2 and 1099 Preparation

Payroll including weekly, bi-weekly, monthly preparation, quarterly filing, and year end filing. W-2 and 1099 preparation.

Small Business Financial Plans

Small Business Financial Plans,Setting up businesses as LLC, S-corp and C-corp.

Bookkeeping

Bookkeeping via Quicken, Quickbooks, etc.

Smart Home and Security

Smart Home and Security5

Financial Planning

College savings plans, Mutual Fund Investments1, IRAs, Annuities, Managed Investments2, Non-Qualified Plans

Prepaid Legal and Identity Protection

Prepaid Legal6 and Identity Protection7

Term Life Insurance &   Home and Auto Insurance

Term Life Insurance3, Home and Auto Insurance4

Purchase and Refinance Mortgages

Purchase and Refinance Mortgages8

FAQ

Your Questions Answered

Some of my most asked questions, answered for you. Contact me with any other questions you may have or click here for FAQs answered right from the IRS.

Should self-employment taxes be paid quarterly or yearly?

Generally, if you determine you need to make estimated tax payments for estimated income tax and estimated self-employment tax, you can make quarterly estimated tax payments or pay all of the amount due on the first quarterly payment due date.

Special rules apply to farmers and fishermen. Farmers and fishermen make one required payment or pay in full with their tax return when filed by a certain date.

What software is endorsed or approved by the IRS for IRS e-file?

The IRS has partnered with many companies to provide electronic filing to the public. However, the IRS doesn’t endorse or approve any particular software for IRS e-file.

Is there an age limit on claiming my child as a dependent?

To claim your child as your dependent, your child must meet either the qualifying child test or the qualifying relative test:

  • To meet the qualifying child test, your child must be younger than you or your spouse if filing jointly and either younger than 19 years old or be a “student” younger than 24 years old as of the end of the calendar year.
  • There’s no age limit if your child is “permanently and totally disabled” or meets the qualifying relative test.

In addition to meeting the qualifying child or qualifying relative test, you can claim that person as a dependent only if these three tests are met:

  1. Dependent taxpayer test
  2. Citizen or resident test, and
  3. Joint return test

No Babysitter? No Problem!

 1 Securities offered by PFS Investments Inc. Home Office: 1 Primerica Parkway Duluth GA 30099

2  PFS Investments Inc. (PFSI) is an SEC registered Investment Adviser DBA Primerica Advisors. PFSI is a member of FINRA and SIPC. SEC registration neither implies nor asserts the SEC or any state securities authority has approved or endorsed PFSI or the contents of this disclosure. In addition, SEC registration does not carry any official imprimatur or indication PFSI has attained a particular level of skill or ability.

3  Offered thru Primerica Life Insurance Company (Executive offices: Duluth, GA)

4  Primerica Secure is a personal lines insurance referral program in which representatives may refer individuals to Answer Financial Inc., which offers insurance products and services through its licensed affiliates, including Insurance Answer Center, LLC. Not all insurance products and services are available in all states. Primerica representatives and the Secure Program ™  do not represent any of the insurers in the program. Not available in Canada, Puerto Rico and Guam

5  Home automation services (including home security) are offered through a referral arrangement by contractual agreement between Primerica Client Services, Inc. Primerica Client Services Inc., PFSL Investments Canada Ltd., Vivint, Inc and Vivint Canada Inc. 

6  Primerica Legal Protection Program legal protection services are offered by Pre-Paid Legal Services, Inc. dba LegalShield or applicable subsidiary. Primerica representatives are not attorneys, financial or estate planners or tax advisors. Services and benefit availability may vary by state.

7  In the United States, ID Theft Defense is offered by contractual agreement between Primerica Client Services, Inc and Prepaid LegalShield Inc. d/b/a LegalShield (“Legal Shield”). ID Theft Defense is a product of LegalShield, and provides access to identity theft protection and restoration services through an exclusive relationship with Kroll. Neither LegalShield nor its officers, employees, or sales associates directly or indirectly provide identity theft protection, restoration services or advice 

8 Offered through Rocket Mortgage, Quicken Loan PA  License #: 101802

Mortgage Branch Office: 7310 Tilghman St, Ste 500, Allentown, PA 18106 Representing: Primerica Mortgage, LLC, NMLS# 1723477, Pennsylvania Mortgage Broker License # 77588

EQUAL HOUSING OPPORTUNITY

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