Entity Summary Worksheet
To summarize your multimember LLC, partnership, or corporation’s financial information.
Tax Info Sheet
We’ll need these tax documents and information to file.
Rental Real Estate Worksheet
To summarize income and expenses from a rental unit
Part Year Allocations
To allocate income based on dates of income production and residences.
Freelance Worksheet
To summarize income and expenses for freelance activity (sole proprietor or single member LLC)
Schedule K-1 (Form 1041)
Reports a beneficiary’s share of income, deductions, and credits from an estate or trust for tax purposes.
Your Rights As a Taxpayer
As a taxpayer, you have the right to fair treatment, privacy, and transparency in all tax matters.
Your Federal Income Tax
Filing requirements, deductions, credits, and payment options.
Circular E, Employer's Tax Guide
Circular E (Publication 15) provides IRS guidelines for employers on payroll taxes, withholding, and compliance.
Tax Questions You Shouldn’t Miss
Have questions about your taxes? Our experts are here to help you understand deductions, refunds, and compliance — so you can file with confidence and peace of mind.
What tax services do you offer?
We provide comprehensive Tax filing services including Personal and Small Business filings, Back Taxes, audit representation, Tax advisory and Tax planning services.
How long does it take to get my refund?
Explain that refund times vary depending on factors like filing method (e-filing vs. paper), and IRS processing times.
Filing & Technology
https://IRS.gov/wheres-my-refund/
Can I file my taxes online?
Yes, we provide online platforms for easy and convenient tax filing.
Is my data secure?
EquityTax takes extreme measures in securing our clients data and personal information by utilizing advanced encryption measures including (SSL/TLS, 2FA) Also rest assured our privacy policy strictly prohibits the sharing, transferring or selling your information to third parties.
Do you offer support during tax season?
Yes Equity Tax pros are available to answer any questions or provided guidance during the tax season from the hours of 9a.m – 5p.m EST via Telephone, email,or chat.
Phone : 1-866-256-8721
Email: support@equitytax1.com
What happens if I get audited?
The IRS will notify you with a formal letter .
The IRS will request specific documents including Bank statements, Receipts, Invoices, Business records etc .
No need to panic or worry as Equity Tax has resolved many Audits for past clients throughout the years and we have former IRS agents with vast knowledge of the inner working procedures of IRS audits and rest assured we will work tiredesly to ensure an favorable outcome for any audit.
Find clear and concise answers to the most frequently asked questions about our services at Equity Tax. Whether you’re looking for guidance on tax preparation or other services, this section provides the information you need to make informed decisions. If you don’t find what you’re looking for, our team is always here to assist
How much does it cost?
Our prices vary in accordance with the complexity of your taxes:
Simple returns ( e.g., single filer with standard deduction range from 0- $50.00 in addition to a $39 .00 per State.
Business Returns will cost more in accordance with the complexity of the return.
Note: Throughout the season we will offer special promotions and discount along with coupons features.
When is the tax deadline?
Federal :
April 15, 2025
October 15 2025 for extensions ( Note: Taxes are still do by April 15, 2025 if there is a balance due).
State Tax Deadlines: Vary by State.
Do you offer e-filing?
Yes, we offer secure e-filing to the IRS.
What documents do I need to get started?
To ensure full compliance, processing and timely refunds please have State issued I D, Social Security Number and all Tax related documents including (W 2’s, 1099’s, Schedule C’s, 1095 insurance docs, etc.)
For Small Business Returns please have all 1099’S, Balance Sheets, EIN numbers owner information etc.
How can I contact you?
Please feel free to contact us at ;
Phone : 1-866-256-8791
Email: info@equitytax1.com