PHONE: 607-724-3585 | EMAIL: Dan@IntegrityTax.us

OUR MISSION:

Mark 12:17 “Give to Caesar what is Caesar’s…”

 No MORE, NO LESS!

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My Name is Dan Paoletti

I am a Binghamton, NY resident with 35+ years of business and accounting experience, including 24 years as a tax professional. Licensed as an IRS Enrolled Agent since 2009 I, along with my wife, Alisa Paoletti, and our associates, Emily Allen, Gail Gunsalus, and Karen Francis, provide tax and accounting services.

Our focus is on utilizing the latest tax-saving strategies to minimize your tax liability. Located at 126 Park Ave, we ensure your tax returns comply with current regulations and stand up to audits. Our goal is to provide thorough, accurate, and audit-ready tax preparation services to our clients.

What is an Enrolled Agent?

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents, like attorneys and certified public accountants, have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

How can an Enrolled Agent help me?

Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.  Enrolled Agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.

PRINCIPLES’ THAT DRIVE US

Proverbs 11:3  “The INTEGRITY of the upright guides them.”

Proverbs 10:9  “The man of INTEGRITY walks securely, but he who takes the crooked path will be found out.”

Proverbs 13:6  “Righteousness guards the man of INTEGRITY”

Psalms 41:12  “In my INTEGRITY You uphold me…”

About Integrity Tax Service

Services We Provide

Individual Tax Return Preparation
Business Tax Return Preparation
Estate & Trust Tax Return Preparation
Audit Assistance / Representation / Tax Problem Resolution
Accounting & Payroll Services
Consulting for Small Business
Personal Financial Counseling & Management
Fiduciary Assistance & Trust Administration
Lectures & Seminars tailored to fit your group’s needs

Other Services We provide

QuickBooks Setup and Support
Notary Public
Authorized Federal & State E-File Provider – Complete Electronic Filing Services for all allowed Federal and state returns
Advanced Certified QuickBooks ProAdvisor

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What to Bring to Your Tax Engagement

New Clients

  • Driver License or another form of government picture ID.
  • Social Security Cards for all persons on your tax return. Birth Certificates for all dependents.
  • Tax return copies for the last 3 years.
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All Clients

  • Social Security Cards & Birth Certificates for new additions on your tax return.
  • A check from your bank account marked “void” or a statement with routing and account number from your financial institution, to use for electronic deposit of refunds or to pay any tax due (only if a change since the last return we did for you).
  • W2 forms and last pay stubs for each job you held during the year.
  • 1099 forms for interest, dividends, social security, investment sales unemployment, other income, etc.
  • Year end brokerage statements for stocks & mutual funds, etc.
  • Purchase & sale information on any stocks or mutual funds you sold. This information may be on your Form 1099B.
  • Self-Employment income & expense records and reports.
  • Rental income & expense records and reports.
  • Records or details of any other income received during the year.
  • Mileage Log for business, job or charitable purposes. Including ending odometer reading & total mileage driven during the year.
  • IRA & retirement statements.
  • Records of Medical expenses, Real Estate taxes & Mortgage interest paid during the year.
  • Records of cash charitable contributions made during the year.
  • Records of non-cash charitable contributions – Salvation Army, Rescue Mission, Mom’s House, etc.
  • Records of any job related expenses.
  • Form 1098T and amounts paid for higher education or trade schools. A copy of the students’ financial account from the college.
  • Child & dependent care info – payments to babysitters, day camps, child care centers. Address & Federal ID Number of your provider.
  • K1 forms for any Partnerships, LLC’s, S-Corps, Estates, Trusts, etc.
  • Records of estimated tax payments made for the tax year.
  • Agreement papers if recently separated.
  • Divorce papers if previously married.
  • Your child’s or dependent’s income information.
  • If you claim the Earned Income Credit (EIC), we need at least one proof of residency for each qualifying person on your tax return.
  • Do not let your dependent file their own tax return ahead of you. Let us  guide you on the best way for them to file.

HAVE A QUESTION? WE'RE HERE TO HELP

126 Park Ave.

Binghamton, NY 13903

Contact Us

(607)-724-3585

Dan@IntegrityTax.us

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