Tax Appointments for 2023
Beginning in 2023 you will no longer need to schedule an appointment to prepare your tax return. Please know that we are still available for appointments for consultations. In an effort to make everyone's life easier and to improve efficiency we will accept returns virtually, via our highly
encrypted online portal, or by mail. If mailing your documents, please only send copies
of your forms and ensure there is tracking on your package
Tax Preparation & Tax Planning
we1040, LLC and The Kozlowski CPA Firm, LLC offers virtual tax preparation services.
We maintain up to date on tax laws with continuing education throughout the year to help formulate
strategies tailored to your individual needs with the goal of minimizing your tax liability.
Individual Tax Returns Preparation
Business Tax Returns Preparation
State Tax Return Preparation
Partnership and LLC Filings
Tax Forms (1099s, 1096)
Advisory & Consulting services
Our team of experts are here to offer clear and concise solutions to grow your businesses.
We will work with you to help make personal and business decisions to meet your goals and avoid future challenges.
Tax Savings Strategies
Business Formation
Please note: We do not provide in-house bookkeeping services; however, we would be
happy to refer you to one of our excellent external bookkeepers.
What does Virtual tax Preparation Mean
To make your life easier we have decided to go virtual. Yes, we realize this may be a shift in the way you’ve been accustomed to
doing things but with the trajectory of our industry, tax preparation has slowly been moving to a virtual platform.
Benefits of Virtual Tax Preparation
Convenience & Flexibility – Since you no longer need to schedule your tax appointment around clients or
your tax preparers schedule, you can better control when your taxes are finalized. We
will provide a list of submission and official government deadlines so you can plan ahead.
Communication – Your online portal will provide real time information of missing or pending documents upon login.
Once documents are submitted, your tax preparer receives immediate notification of your submission.
Data Security – At we1040, LLC and The Kozlowski CPA Firm, LLC, we take data security seriously. Using a high level
of encryption technology; the same technology used to access your online banking information,
your financialinformation will be securely stored in a cloud system, providing higher protection.
Fee Structure Simple and Transparent
The Kozlowski CPA Firm, LLC & we1040, LLC prides itself on a reasonable and competitive fee structure.
Our fees are based on a combination of expertise required, complexity of service, time spent, and research
required for uncommon situations. Fees may vary depending on the intricacies of the work to be
performed and the level of organization in which the information is provided.
we1040 and Kozlowski CPA Fee Schedule (pdf)
DownloadContact US
400 South Park Avenue, Ste 230 Winter Park, Florida 32789, United States
Phone 407-381-4432 Fax 407-823-7626 Email kozlowskicpa@gmail.com
Hours
Open today | 09:00 am – 05:00 pm |
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