“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.
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
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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