Advanced Insight Accounting & Tax Services is a firm that will focus on your personal and business accounting needs. Our firm offers a full range of professional accounting and tax services while providing the individual attention that you deserve. We thoroughly and conscientiously study your situation, to tailor our advice to your specific needs.

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.


Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters.

Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations.

Notary Public

A notary public can help handle various business matters, including witnessing and authenticating document execution and signatures.

Audits, Reviews, and Compilations

Our audit, review and compilation capabilities are a core part of our services.


Does your business not currently have accounting staff or a current bookkeeping system?

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity you may encounter.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— you select for your business has huge financial and tax implications.

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time.

Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making process.





2023 Personal Income Tax Returns

To avoid processing delays when submitting your tax return to the IRS, we will need certain items to comply with IRS guidelines that have been established and enforced on tax preparers before electronically filing your return:

– If claiming the Earned Income Credit or the Dependent Care Credit:

  • Your birth certificate, social security card, healthcare provider statement, daycare provider statement, insurance card, etc. would suffice as acceptable documents
  • You must have the IRS Letter documenting the 2023 Advance Child Tax Credit you received
  • Daycare provider statement that shows the provider name, address, telephone number, amount, and the name of the child
  • Noncustodial parents (where the child does not live throughout the tax year) who wish to claim their child will need to get a Form 8332 completed by the parent where the child resides to claim the dependent on their return or a signed letter each year releasing authorization to the noncustodial parent

– If your filing status is head of household, you will need to provide proof of the following:

  • Proof of residence such as mortgage statement, lease agreement, utility bill, etc.
  • Need to know how many people are in the household
  • We need to know you if you are married, divorced, or separated at the end of 2023; if you are married and filing head of household (which you are allowed to do), we will need to see proof that you have your own residence (one acceptable documentation will be lease rental agreement or mortgage statement showing the address)

– If you are claiming the Education Credit, you must present documented proof:

  • Form 1098-T
  • Documentation of spending for books and supplies (receipts)
  • We also need to know the year completed (1st year, 2nd year, etc.) as of the end of 2023

– You must have the IRS Letter documenting the 3rd Economic Stimulus Payment you received (if we do not put the correct amount in, your return will be delayed)

– If you had insurance in the marketplace for you and your family, we will need your form 1095-A. The form will be in your healthcare.gov online account under messages. These forms have been updated as of 1/5/2024 in your respective online profiles at the healthcare.gov website

– Brokerage Stock accounts (TD Ameritrade, Fidelity, Robinhood, etc.) we will need your form 1099-B from the brokerage company to record your transactions

– Cryptocurrency: If you have invested in the crypto market, you will need to report that to the IRS; on the other hand, if you sold cryptocurrency, you should receive a Form 1099-B to report those transactions

– Foreign Account Ownership: If you have any bank accounts, property, interest in any foreign assets, you will need to report it to the IRS; if the value of those assets or more than $10K US equivalent, we will need to complete an information return recording that information 

– Charitable Contributions: We need the statement from the charity to support the deduction 

– If you are a sole proprietor or a single-member LLC, we will need you to produce documentation of your business (please see attachment)

Please remember we are working by appointment only and Virtual appointments are available.

Call us to schedule your appointment at 954-720-8300.