We provide personalized tax and financial guidance to help you stay compliant, organized, and prepared for what’s ahead. Our boutique approach ensures clear support and practical solutions for every client.
Reliable service, transparent communication, and expert financial insight tailored to your needs.
At The Profit Suite LLC, our mission is to offer a personalized consulting experience for each client. We achieve this by adopting an innovative approach to tax planning that shifts our clients’ perspectives, leading to transformative changes in their lives and communities—one tax return and one business at a time.
Since 2007, Anna has been helping businesses and individuals replace fear with strategy in their tax preparation. A graduate of CSU with a Bachelor’s Degree in Business Administration and a minor in Marketing, Anna combines expert planning with extensive knowledge to assist her clients in various areas of finance. Over the course of her career, she has empowered clients to think beyond traditional methods and set ambitious goals, such as becoming homeowners, investors, business owners, and dedicated savers. Outside of work, Anna enjoys spending time with her family, traveling, and educating her community.
Build financial confidence with clear guidance and tailored strategies designed to strengthen your future. We help you make informed decisions, stay on track, and move toward long-term financial growth with clarity and support.
Individual tax returns are generally due April 15 each year. If April 15 falls on a weekend or holiday, the deadline moves to the next business day. You can request an extension to file, but any taxes owed must still be paid by the original deadline to avoid penalties and interest.
This depends on your income, tax withholdings, credits, and deductions. A refund means you overpaid throughout the year, while owing means not enough taxes were withheld or paid in estimated payments.
Most taxpayers need: • W-2s or 1099s • Photo ID • Social Security numbers for all filers and dependents • Last year’s tax return • Records for deductions (mortgage interest, student loans, charitable donations, childcare, etc.)
Yes—if the dependent meets IRS rules related to relationship, age, residency, support, and income. Claiming dependents can unlock valuable credits like the Child Tax Credit or Earned Income Credit.
You should still file your return claiming the child but you won’t be able to do so electronically. You will need to manually file the return by mail which will trigger the efiled return to be audited. The IRS will then ask for the burden of proof from the non custodial parent.
No. Each W-2 is reported to the IRS for a specific tax year. The IRS matches your return to employer records by year, so mixing years will cause errors, delays, or rejection.
Take the first step toward clarity and confidence in your finances. We provide trusted support, personalized guidance, and solutions designed to help you move forward with ease.
