Paying Taxes SucksHand over the debit and we will split it
The handoff is the withdrawal and the return line. This page prints no price.
Ask what to bring
Two things, and then the parts
Send the withdrawal. A screenshot is enough. Send the total tax line from the return if you have it. From those we separate income tax, Schedule SE if it is even present, and any estimate that never left.
We do not sell representation, and we do not promise the debit goes away. Can the current debit be made to vanish. No. The work is the month that sizes the next one, and the return that is built on months whose bank total and file total are the same number.
What you already sent belongs on the list too, even a rough one. Estimates, withholding, a May payment to a state. The next question is whether you want October to size the one that has not left yet.
What a good handoff looks like
Last year's business return, and the personal return if there is one. Read-only access to the books, or the last month you closed. The rough number you paid, quarterly payments included. Entity papers if the shape of the company changed, such as a formation, an S election, or a change in who owns it.
We read those before the 30 minutes when you send them ahead. The call is then about what the return should have said and what is still open, not about hunting for the file.
We will not start the next month while the bank and the file still show two different totals. That gap has to close first. If you do not want it closed, we decline the work and say so before anything is billed.
Send the debit
What left the bank, and the line on the return if you have it.
You will be talking to the Steven Palmieri practice.