Personal tax returns
Federal individual return preparation, including amended returns, based on complete client records.
Tax services
SERVICE 01Tax preparation and documentation services for individuals, businesses, and nonprofits.
EZY PZ LTD reviews client-provided records, prepares eligible federal filings and forms, and assembles tax-correspondence packages under a written scope with defined review and submission procedures.
01Problem defined
Outcome, deadline, facts, and constraints are clear.
02Work scoped
Responsibilities, exclusions, and approval points are written.
03Evidence organized
Records, systems, assumptions, and decisions remain visible.
04Handoff completed
The client receives usable work and accountable next steps.
Capabilities
Services included in a defined engagement.
Each capability may be commissioned separately or included in a coordinated scope. The engagement distinguishes professional judgment, operational implementation, client responsibilities, and matters requiring another qualified adviser.
Business tax returns
Business return preparation with schedules and financial support drawn from the records you provide.
Nonprofit filings
Preparation support for Form 990, 990-EZ, and 990-T engagements.
Extensions & e-file
Eligible extension forms, e-file authorization, filing-document organization, and submission coordination.
Business IRS forms
Help preparing EIN applications, entity elections, and address or responsible-party updates.
IRS correspondence
Organized notice-response and service-request packages with supporting documents and enclosure indexes.
Payment & collection forms
Document-preparation support for eligible installment, collection-information, abatement, lien, and appeal-related requests.
Business documentation
Limited-scope ownership, operations, and self-employment letters based on client-supplied records.
Engagement outputs
Deliverables are confirmed before work begins.
The written scope identifies the documents, analyses, filings, plans, procedures, or implementations to be completed, together with the required review and handoff.
- 01A tailored records checklist
- 02A written scope and responsibility map
- 03Prepared forms, schedules, or response package
- 04A client review and approval step
- 05Submission or mailing instructions
- 06A copy set and next-step summary
Engagement process
Structured from initial assessment through completion.
The process identifies missing facts, controls changes to scope, documents material decisions, and preserves the supporting records for the final work product.
Organize
Identify the return, form, notice, records, and deadline involved.
Review
Check what is complete, missing, or unclear before preparation begins.
Prepare
Build the filing, form, election, or response package within the written scope.
Approve & submit
You review for accuracy and authorize the appropriate filing or delivery step.
Tax insights
Understand the issue before the deadline controls the decision.
Plain-English guides built from recurring tax questions and reviewed against official IRS guidance.
Received an IRS Notice? Do These Five Things First
Do not ignore the envelope or rush a reply: identify the notice, protect the response date, compare the IRS position with your records, and preserve proof of every action.
Read the guide →Accountable Plans: Reimburse Business Expenses Without Treating Them as Wages
A reimbursement arrangement generally needs a business connection, timely substantiation, and return of excess amounts to qualify as an accountable plan.
Read the guide →S Corporation Salary vs. Distributions: Start With Reasonable Compensation
An S corporation election does not make shareholder wages optional; services performed and reasonable compensation must be analyzed before non-wage distributions.
Read the guide →Supporting resources
Inspect representative tools behind the work.
Protected previews demonstrate the structure and documentation standard. They are educational and commercial resources—not a substitute for a scoped professional engagement.
Workbook
Individual Tax Intake
Organize filing status, household changes, income sources, deductions, credits, notices, and open questions before preparation begins.
Open free PDF →WorkbookSmall-Business Tax Organizer
Create a complete annual record package for a sole proprietor or owner-led business without relying on a shoebox of statements.
Open free PDF →WorkbookTax Notice Response Workbook
Turn a tax notice into a dated issue summary, evidence index, response position, responsibility map, and controlled submission package.
Open free PDF →Scope and professional boundary
Services, limitations, and required professional review are documented.
Tax services depend on client facts, complete records, applicable law, provider qualifications, and a written engagement. Results are not guaranteed. IRS representation is offered only when accepted by a properly credentialed and authorized practitioner. Website content is general information, not legal advice.
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