BUSINESS TAXES
We take an active role in PLANNING your tax strategy always within the law so you can take your business to the next level. We will provide you many ways to reduce your tax bill, prepare Tax returns and Financial Statements for the purpose of getting bank loans or equity financing. We do not just fill out forms, we educate and train you to be prepared to implement a smarter tax strategy.
Online appointment slots for the 2023 tax season are full
Existing customers can contact us at info@ambrozy.com or 215-985-0106 to be added to the waitlist. Please specify your availability for scheduling, including preferred days and times. You can upload tax documents to your sharefile folder or fax them to 215-985-0108. Priority will be given to customers with tax payments due by April 15th and extensions will be filed for those expecting refunds. Rest assured, you will receive a response before the deadline. We appreciate your patience and understanding as we assist you with your 2023 tax filings.
You work hard all year running your company only to get swamped with a pile of mumbo jumbo IRS forms to complete. We're here to help. Check the list & links below & gather the information we'll need for your appointment then relax & let us clear a path through the tax jungle.
Complete & Download these forms to make your appointment quicker & less stressful.
New Business Worksheet
Complete & email us this form with your business information for your tax return
Returning Business Worksheet
Complete & email us this form to let us know any new business information for your tax return
Direct Deposit Agreement
Downloading & completing this form authorizes Ambrozy Accounting to initiate tax agency automatic deposits and withdraws from your account.
If your bank information has changed please complete the Direct Deposit Agreement so we can update your account.
Credit Card Authorization For regular and recurring work, complete and send us this form so payments can be automatically charge to your credit card.
Optional Worksheets
Below are some worksheets to help you get organized.Business Checklist
A checklist of forms and documents we will need to prepare your taxes
Self Employed Income / Expense worksheet
A pdf to help self employed individuals track income and expenses related to your business
Rental Expense worksheet
A pdf to help you keep track of income, expenses and purchases related to your rental properties
Tax related work documents
Please send your tax documents to us prior to any appointments. This will help streamline the tax preparation process. Tax documents can be uploaded to our secure online portal, faxed, or dropped off in person at our office.
Documents can be sent electronically to use our secure folder sharing web application ShareFile
If more information is needed to prepare your return, a tax preparer will get in touch with you. The timeliness of your cooperation is essential to our ability to complete your returns. Accordingly, if we do not receive information from you, it may be necessary for us to pursue an extension of the due date of your return.
Once completed, your tax return will be e-filed only upon the receipt of your signature pages and payment for services rendered.