Duarte & Associates offers comprehensive accounting services including tax preparation, payroll, bookkeeping, and business consulting with a focus on personalized client attention.
Duarte & Associates is a firm that focuses on individual client needs while offering a full range of professional services. They provide audit, review, and compilation services, bookkeeping, business consulting, entity selection guidance, support for buying or selling businesses, estate and trust tax preparation, financial analysis, financial statements, management advisory services, notary public services, payroll services, sales tax services, and comprehensive tax preparation and planning.
Their services are designed to minimize disruption to business operations and provide clear, concise financial reports acceptable to all outside parties.
Personalized client attention
Full range of professional services
Tailored advice to individual needs
Services
Audits, Reviews, and Compilations
Tailored financial statement processes that minimize employee time and operational disruption.
Bookkeeping/Write-Up
Comprehensive bookkeeping and write-up services for smooth financial operations.
Business Consulting
Business partnership to address problems or opportunities, including expansion, sale, or restructuring.
Business Entity Selection
Guidance on selecting and potentially changing business entities (LLP, LLC, sole proprietorship, partnership, corporation).
Buying or Selling a Business
Support throughout the buy or sell process, including valuation, vetting buyers/sellers, and due diligence.
Estate & Trust Tax Preparation
Proactive estate and trust tax structuring to minimize taxes and ensure smooth transition to heirs.
Frequently Asked Questions
How long will it take for you to prepare and file my tax return? +
Preparation time depends on the complexity of the return. Providing all relevant records at the outset can minimize delays. Generally, set up your appointment several weeks before the IRS deadline for timely filing.
Is e-filing my tax return safe? +
Yes, as long as you use reputable platforms and avoid public Wi-Fi without a VPN. Reputable platforms encrypt returns so only the IRS can access them.
What should I do if I cannot pay the full amount of tax I owe by the deadline? +
Pay as much as possible immediately, determine affordable monthly payments, and submit an installment plan proposal to the IRS. Showing commitment can minimize penalties and interest.
How long will it take to get my IRS refund? +
Electronic filings typically receive refunds within 21 days. Paper filings may take six weeks or more. Direct deposit speeds up receipt; checks add additional time.
Is getting a big IRS refund in the spring the best possible tax outcome? +
Not necessarily. A large refund means overpayment throughout the year. Adjusting withholdings or estimated taxes can provide better cash flow.
Can a person qualify for more than one tax filing status? +
Yes. For example, married couples can file jointly or separately, and unmarried individuals with dependents can file as single or head of household. Choose the status that results in the least tax.
