Individual Tax Preparation

1040EZ, 1040A, 1040, 1040NR, 1040NR-EZ, 1040X, 1041

Business Tax Preparation

Forms 1120, 1120S, 1065, 1041, 990, 706, 709, 550.

Time To Get Paid

Get The Most From Your Tax Refund!

Business Formation

Limited Liability Company, S-Corporation, C-Corporation, Nonprofit Corporation

Bookkeeping

Quickbooks, Peachtree, Wave, Freshbooks, Xero Accounting‎

IRS & State Reporting Agent

Prepare Forms W2, 1099, 941, 940, Sales Tax , Etc.

You Earned It

Tax Payers, You Earned It, We’ll Help You Keep It!

Drop Off & Pick UP

No time? Schedule a drop off and pick it up later!

Customer verification form must accompany tax return when dropped off. Indicate on the verification form any changes in address, dependents, exemption status, etc. That could affect the preparation of the tax return. The verification form can be downloaded from resources tab >client forms and worksheets.

“Simple accounting and tax solutions in a not so simple world”

Who We Are

PLS FINANCIAL INC is based on the principle that education and understanding of your current financial situation is vital to successfully make adequate business decisions. We are a full-service tax preparation firm located in beautiful North Palm Beach, Florida. We specialize in individual and business tax preparation. We offer simple e-File and direct deposit to your bank options. Additional options include paying your tax preparation fees directly from refund. Having your refund deposited to your choice of Visa®, MasterCard®, American Express®, or receive a printed check

Other services include payroll, business formation, bookkeeping, IRS reporting, grants, and financial services catered to small businesses and individuals. We are a team dedicated to providing outstanding service to our clients because of our dedication to our simple company term “Simple accounting and tax solutions in a not so simple world”.

Tax Preparation Services

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 professional.

Here’s what you get…

  • Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Your tax return can be filed electronically so you will get a refund back quicker.
  • Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
  • We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.

Services You Can Trust

Individual Tax Preparation

Our tax professionals are proficient and versatile, keeping themselves updated to provide you with dependable and accurate solutions.

We specialize in preparation of:

  • Tax return Preparation – Federal, State
  • Resident Returns – 1040EZ, 1040A, 1040
  • Non-Resident Returns – 1040NR, 1040NR-EZ
  • Amendment returns – 1040X
  • Trust Return- 1041 

Please call us today – we’ll be happy to offer you a free initial consultation.

Drop Off & Pick Up

We offer a drop off and pickup option as a convenience to you. Customer verification form must accompany tax return when dropped off. Indicate on the verification form any changes in address, dependents, exemption status, etc. That could affect the preparation of the tax return.

Drop off pick up customers have three options:

  • Bring  your tax info to our physical location (click here)
  • Upload your tax info using smartvault system (requires valid email)
  • Fax tax info to (866) 922-5858

Drop off services can be scheduled by phone or online using appointment scheduler.  

Click Here to access our online forms 

 

Business Formation

When your company incorporates, it becomes its own legal business structure set apart from the person who founded the business. 

Drop off pick up customers have three options:

  • Bring  your tax info to our physical location (click here)
  • Upload your tax info using smartvault system (requires valid email)
  • Fax tax info to (866) 922-5858

Click Here to access our online forms 

Reporting Agent

IRS reporting agent is a service provider that’s authorized to perform certain acts on behalf of its clients.

Sale Tax Reporting

Are you planing on starting a business in a state with a sales tax? Soon you will be required to file your annual sales tax return. If you are organized, whis will require you to find  official forms, keep a good set of records, maintain a functioning calculator, and dedicate an hour or two of your time.

The return format is different in every state, but the process stay consistent from one state to state.

Business Tax Preparation

Our business tax preparation services includes the preparation of forms 1120, 1120S, 1065, 1041, 990, 706, 709, 550. 

We specialize in preparation of:

  • Partnership Returns – 1065
  • Business Returns – 1120, 1120-S & 1120-C
  • Trust Return- 1041
  • Tax Return Preparation – State, City & Local
  • Non Profit Return – 990 

Please call us today – we’ll be happy to offer you a free initial consultation. 

Payroll

When your company incorporates, it becomes its own legal business structure set apart from the person who founded the business. 

Bookkeeping

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Non Profit

This business structure provides certain benefits to organizations that service the public. Those who run Nonprofits are provided limited liability protection.

Notary Services

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