QTP Tax and Insurance LLC offers comprehensive financial services including tax return preparation for individuals (1040), LLCs, S-Corporations, C-Corporations, and Non-Profits. They also provide tax and business planning solutions, insurance advisory services related to the Affordable Care Act, and payroll and bookkeeping services for business clients.
The firm is committed to professionalism and care in meeting client financial needs.
Trusted partner for CPA, tax, and insurance solutions
Streamlined appointment scheduling for timely and personalized service
Comprehensive services including tax, insurance, bookkeeping, and payroll
Services
Tax Return Preparation
Preparation of tax returns for individuals and various business entities including LLCs, S-Corporations, C-Corporations, and Non-Profits.
Individual 1040 filingLLC & Partnership returnsS-Corporation returnsC-Corporation returnsNon-Profit Organization returnsIRS and state tax department representation
Tax and Business Planning Solutions
Consultancy to analyze tax and financial situations and choose the most beneficial business type, including preparation and filing of necessary documentation.
Business type analysisTax and financial situation analysisIRS and state documentation preparation and filing
Insurance Advisory Services
Guidance on accessing affordable health insurance through the marketplace under the Affordable Care Act.
Health insurance marketplace guidancePlan and provider selectionFinancial situation assessment for plan suitability
Payroll and Bookkeeping
Accounting, bookkeeping, and payroll services for business clients.
What is the 2025 tax filing deadline for individual returns (Form 1040)? +
April 15, 2025.
What is the 2025 tax filing deadline for S-Corporations and partnerships? +
March 15, 2025.
What should I do if I cannot file my tax return by the deadline? +
Apply for an extension before or on the due date. It is encouraged to apply early if more time is needed.
What rental property information is required for tax filing? +
You must report rental income and provide income and expense records, including proof of expenses for home improvement, furniture, and appliance purchases. Also notify if you purchased or sold rental properties during the tax year.
What information is required if I sold stocks or cryptocurrencies? +
You should have received Form 1099B from your broker. If not received by Feb 15th, download it from your broker's website. You must report gross proceeds, cost-basis, and net profit for each sale. For ESPPs or ISOs, provide Notice of Sale, Notice of Exercise, paystub, or other employer documents.
What forms are required to start tax return preparation with QTP? +
Form 8879 (E-File Authorization), tax service agreement, and Direct Deposit/ACH Payment Authorization. Other authorization forms may be required for some state returns.
Can QTP represent me before the IRS or state tax department? +
Yes, in addition to tax preparation, QTP can assist and represent you to work with the IRS or state tax department whenever needed.
What services does QTP offer for business clients? +
QTP offers tax return preparation for various business entities, tax and business planning solutions, and payroll and bookkeeping services.
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