Taxes For Travel Agents

For you, the process is about as simple as it gets. As a new client, I will send you an engagement letter outlining the services we will provide for you. Once I receive that document I will provide you with an intake form. This form gives me most of the information I need to get to know you. Once I review that form, we may have a short phone call or virtual call to go over any questions either of us may have. I will then provide you with a secure portal specific to you. You can upload any and all tax documents you receive by scanning them in or using the app. After that, you are basically done! I will start working on your return and provide it to you for review and signature once complete. All done from the comfort of your home!

The easiest and most secure method is through our secure portal. Once you are a client, I will provide you with an individual link to your portal. Documents cal be uploaded to the portal by drag and drop, scanning or our integrated app.

Can people book their own travel? They most definitely can just as you can do your own taxes. The benefits of using a travel agent are very similar to those of using a tax professional. Sometimes, it's best to focus on the things that you're passionate about and have the energy and expertise to ensure it's done correctly. You focus on travel, I focus on taxes. Let's work together to keep you growing your business and providing top notch service to your clients while I provide top notch service to you.

We pride ourselves in no hidden fees and providing clear and transparent pricing. Once we know your exact situation we can provide accurate pricing before beginning any work. Enrolled Agents: As an IRS enrolled agent, we have the experience and knowledge to ensure your taxes are done right the first time. ​Tailored Tax Guidance: We understand that every travel agents tax situation is unique. This is why only take on a limited number of clients to allow us the time and effort necessary to give you the personalized approach you deserve. ​Simplified Tax Process: Our goal is to keep the process as simple as possible. Everything from submitting your documents, signing paperwork and payment is done 100% online from the comfort of your home quickly, easily and securely. ​Transparent Pricing: There are no hidden costs, only crystal-clear, flat fee pricing. You’re always in the know about what you’re paying for.

Generally speaking, the most useful documents to have available are: Copy of prior year’s return (if available) Record of wages, compensation, or tips (likely a W-2, P60, P45, etc.) Record of interest and/or dividends Record of purchase and sale of stock and/or other securities Record of sales and purchases of real estate and/or any property Record of any mortgage interest Record of distribution from pensions, annuities, profit sharing, an IRA, or other retirement accounts Record of any Social Security benefits paid to you Record of any additional income

We offer a flat rate of $487 for federal income tax return and one state return (additional state returns $85 each). This fee includes all the common schedules and forms required for your federal tax return. If your travel agency is a sole proprietor or a single member LLC that is taxed as a disregarded entity, you may not need to file a separate small business US tax return. Instead, your income can be reported as self–employment income on Schedule C, which is then included as part of your individual Federal Tax Return. If your business is a separate legal entity such as a Partnership, Corporation, or S Corporation, you may need a small business tax return. These services start at $685 and are in addition to the personal federal income tax return. Not sure which you need? Just ask!