Tax Preparation & Consulting Done Right
BOLD Tax & Consulting provides reliable, accurate, and strategic tax preparation services for individuals and businesses. We assist you in understanding your finances, minimizing tax liability, and ensuring compliance with confidence.
Peace of Mind Protection
Included With Your
2025 Tax Filing
File with Confidence. Relax with Peace of Mind
Dear Valued Client,
At BOLD Tax & Consulting, your confidence and protection are always our priority.
We are pleased to inform you that all tax returns prepared this year will include Peace of Mind Protection at the time of submission.
This added layer of protection means that if you receive an IRS audit or official tax notice, you are not facing it alone. Your filing will be supported by up to $1,000,000 in services provided by the industry’s leading tax audit defense team.
What this means for you:
- Professional representation in the event of an audit or notice
- Expert guidance and response preparation
- Reduced stress and financial risk
- Confidence knowing your return is backed by experienced professionals
Our goal is to ensure that you feel secure not only when filing your return, but long after it has been submitted.
If you have any questions about Peace of Mind Protection or would like additional details, please do not hesitate to contact our office.
Thank you for trusting BOLD Tax & Consulting with your tax needs. I look forward to continuing to serve you with excellence and integrity.
Thank you in advance for your business.
Your Partner in Financial Success
Empowering Your Financial Journey
We Go Beyond Filing Returns
BOLD Tax & Consulting offers personalized solutions that empower our clients.
We focus on proactive tax planning and year-round support.
Our experienced team ensures clear guidance and dependable results.
Meet Our Team
BOLD Tax & Consulting believes great service starts with real people who care about your success. Our team is small by design, allowing us to provide personalized attention, accuracy, and dependable support for every client we serve.
Juitana "Jae" Bible
Lead Tax Professional
Dedicated to helping individuals and business owners maximize their refunds, stay compliant and build financial confidence. She is known for her clear communication, attention to detail and commitment to protecting her clients from costly mistakes. Whether you are filing a simple return or managing a growing business, Jae works directly with you to ensure your taxes are handled with accuracy, integrity and care.
SOCIAL MEDIA
Stay Connected Through Social Media
It is very important to follow us on one or more of our social media platforms. Social media is where we provide important updates, tips, and reminders throughout the year, so you never miss key information.
SnapChat
jae.bible
Taxes Done Right, Every Time.
What to provide every Year
We understand—it can feel irritating or repetitive to provide the same forms year after year. However, these documents are required annually and play a critical role in preparing accurate and compliant tax returns.
1. Identification
Please provide one valid, unexpired government-issued photo ID, such as:
- U.S. Driver’s License
- State-Issued Identification Card
- U.S. Passport or Passport Card
- Military ID
Secondary Identification (May Be Requested)
- Social Security Card
- ITIN (Individual Taxpayer Identification Number) letter
- Birth Certificate
- Prior-year tax return
Customer Intake Form
(See Forms) A customer intake form is a document that collects essential information needed to begin services accurately and efficiently. It helps ensure we understand your personal or business details before preparing your tax return or providing financial services.
Tax Forms
- W-2 – Wage and Tax Statement
Reports wages earned as an employee and taxes withheld by your employer.
Self-Employment & Business Income Forms
- 1099-NEC – Nonemployee Compensation
Reports income earned as an independent contractor or freelancer. - 1099-K – Payment Card & Third-Party Transactions
Reports payments received through platforms such as Cash App, PayPal, Square, Stripe, Venmo, Zelle, or credit/debit card transactions. - 1099-MISC – Miscellaneous Income
Reports other types of income such as rent, prizes, awards, or royalties.
Investment & Financial Income Forms
- 1099-INT – Interest Income
Reports interest earned from bank accounts or savings. - 1099-DIV – Dividend Income
Reports dividends and distributions from investments. - 1099-B – Proceeds from Broker Transactions
Reports sales of stocks, bonds, or other securities.
Retirement & Benefit Income Forms
- 1099-R – Distributions From Retirement Accounts
Reports distributions from pensions, annuities, IRAs, or retirement plans. - SSA-1099 – Social Security Benefits Statement
Reports Social Security income received.
Other Income Forms
- Gambling Winnings (W-2G)
Reports winnings from casinos, lotteries, or other gambling activities. - Schedule K-1
Reports income from partnerships, S-corps, estates, or trusts.
Other Items
- 1095A - Marketplace Insurance
- 1098 - Mortgage Interest Statement
- 1098T- Tuition Statement
- Child Care Expense Form
- Church Tithing Form
- Solar Energy Tax Forms
Simplifying Taxes. Maximizing Returns
FORMS
After completing the forms, text Jae @ 682-256-6368 or email her at mytaxladyemail@gmail.com to inform the forms has been submitted.
*NEW CLIENTS*
Intake Form
Intake form with document (W2s etc) uploads: https://fill.formnx.com/f/bold-client-intake-form-18ob18
*RETURNING CLIENTS*
Please contact Jae, at 682-256-6368 (call or text) or email mytaxladyemail@gmail.com, to request an email invitation to update your file information and upload your tax documents. Thank you.
Business Income / Expense Form
Schedule A (Itemized Deductions) Client Approval & Responsibility Disclaimer
Tax Planning Is a Year-Round Strategy — Not a One-Time Event
Effective tax planning happens throughout the year, not just at tax time. Ongoing tax planning helps businesses reduce tax liability, avoid surprises, and make smarter financial decisions that support long-term growth.
Staying on top of your business income/expenses all year is the key to lower taxes, fewer IRS issues, and stronger financial decisions. BOLD Tax & Consulting, we help business owners build simple, stress-free systems that keep their finances organized and audit-ready.
- Get your Business EIN
- Open Business Bank Account
- Keep record of your Business Income
- Keep record of your Business Expenses
Why Getting an EIN Is Important for Your Business
An Employer Identification Number (EIN) is a unique nine-digit number issued by the IRS to identify your business for tax and legal purposes. Obtaining an EIN is a critical step in establishing and operating a legitimate business.
Key reasons an EIN is important:
Required for Tax Filing & Compliance
An EIN is necessary to file federal taxes, submit payroll taxes, and report business income accurately. Most LLCs, corporations, and partnerships are legally required to have one.
Hiring Employees
If you plan to hire employees, an EIN is mandatory to process payroll, withhold taxes, and issue W-2s.
Separates Business & Personal Finances
An EIN allows you to keep your personal Social Security number private while conducting business, reducing identity theft risk and helping maintain proper financial records.
Opening Business Bank Accounts & Credit
Banks typically require an EIN to open a business checking account, apply for business loans, or establish business credit.
Establishes Business Credibility
Having an EIN signals professionalism and legitimacy to vendors, partners, and clients, showing that your business is properly registered and compliant.
Required for Licenses & Permits
Many federal, state, and local licenses and permits require an EIN as part of the application process.
Steps in getting EIN #
1. Go to IRS.GOV
2. Select "File"
3. Select "Get an employee identification number"
4. Select "Apply for an EIN"
5. Select "Begin Application Now"
6. Answer the questions based on your business profile.
7. You will be provided your EIN. SCREEN SHOT this page to keep for your records and provide to your Tax Preparer.
Open a Business Bank Account
Why Opening a Business Bank Account Is Important
Opening a business bank account is a crucial step in running a legitimate, organized, and financially healthy business. It helps separate your personal finances from your business operations and supports long-term success.
Key reasons a business account matters:
Separates Personal and Business Finances
Keeping business and personal funds separate makes bookkeeping cleaner, reduces errors, and protects you during audits or legal disputes.
Maintains Legal Protection
For LLCs and corporations, a separate business account helps preserve limited liability protection by showing the business operates as a distinct entity.
Simplifies Tax Filing
A business account makes it easier to track income, expenses, deductions, and prepare accurate tax returns—saving time and reducing stress.
Improves Financial Organization & Cash Flow Management
Clear transaction records help monitor cash flow, manage budgets, and make informed financial decisions.
Builds Business Credibility
Paying vendors and receiving payments under the business name looks more professional and builds trust with customers and partners.
Supports Business Credit Growth
A business account is often required to establish business credit, apply for loans, and qualify for financing opportunities.
Prepares for Growth
As your business grows, a dedicated account supports payroll, merchant services, and scalable financial systems.
Business Income
Stay on Top of Your Business Income All Year Long
Tracking your business income throughout the year isn’t just good practice—it’s essential for financial success, tax compliance, and long-term growth. Waiting until tax season to review your income can lead to costly mistakes, missed deductions, and unnecessary stress.
Why Year-Round Income Tracking Matters
1. Avoid Tax Surprises
Monitoring income consistently helps you estimate taxes accurately and avoid unexpected tax bills, penalties, or underpayments.
2. Improve Cash Flow Management
Knowing what’s coming in—and when—allows you to plan expenses, pay bills on time, and make confident financial decisions.
3. Capture Every Deduction
When income is tracked regularly, expenses are easier to match and document, ensuring you don’t miss valuable deductions.
4. Stay Audit-Ready
Accurate, organized income records reduce risk and make audits or IRS requests easier to handle if they arise.
5. Support Business Growth
Clear income data helps you identify trends, set realistic goals, adjust pricing, and prepare for expansion or financing opportunities.
6. Save Time at Tax Season
Year-round tracking means no scrambling for numbers—your records are already organized and ready to file.
Best Practices for Tracking Income
- Use a dedicated business bank account
- Record income weekly or monthly
- Keep digital copies of invoices and receipts
- Use accounting software or professional bookkeeping support
- Reconcile accounts regularly
Business Expenses
Keep Track of Your Business Expenses All Year Long
Staying on top of your business expenses year-round is essential for maximizing deductions, maintaining accurate records, and protecting your business financially. Waiting until tax season to organize expenses can lead to missed deductions, errors, and unnecessary stress.
Why Tracking Expenses Throughout the Year Matters
1. Maximize Tax Deductions
Consistently tracking expenses ensures you capture every eligible deduction and reduce your taxable income.
2. Maintain Accurate Financial Records
Organized expense records support clean bookkeeping, reliable financial reports, and smoother tax preparation.
3. Protect Your Business During Audits
Proper documentation of expenses helps substantiate deductions and reduces risk if the IRS or state agencies request records.
4. Improve Cash Flow & Budgeting
Knowing where your money is going helps you control spending, plan ahead, and make informed financial decisions.
5. Strengthen Business Compliance
Accurate expense tracking supports compliance with tax laws, licensing requirements, and financial regulations.
6. Save Time and Reduce Stress at Tax Season
When expenses are tracked regularly, your books are already prepared—eliminating last-minute scrambling.
Best Practices for Managing Business Expenses
- Use a dedicated business bank account or credit card
- Record expenses weekly or monthly
- Keep digital copies of receipts and invoices
- Categorize expenses properly
- Reconcile accounts regularly
- Use bookkeeping software or professional support
What to provide at Tax Time
What Business Owners Should Provide Their Tax Preparer at Tax Time
Being prepared at tax time helps ensure accurate filing, maximized deductions, and fewer delays. Providing your tax preparer with complete and organized information allows them to work efficiently and helps you stay compliant with tax laws.
Essential Documents to Provide Your Tax Preparer
1. Business Information
- Legal business name and address
- EIN (Employer Identification Number)
- Business structure (LLC, Partnership, Sole Proprietor)
- Copies of any new licenses or registrations
2. Income Records
- Profit & Loss Statement (year-end)
- Gross receipts and sales reports
- 1099-NEC or 1099-K forms received
- Invoices or income summaries
- Records from payment platforms (Cash App, Square, PayPal, Zelle, etc.)
3. Expense Documentation
- Detailed expense report by category
- Receipts and invoices
- Mileage logs (if applicable)
- Home office expenses
- Business insurance, utilities, rent, and subscriptions
4. Banking & Financial Statements
- Business bank statements (full year)
- Business credit card statements
- Loan statements and interest paid
5. Payroll & Contractor Information
- Payroll reports and W-2s
- Payroll tax filings
- 1099s issued to contractors
- Contractor payment summaries
6. Asset & Equipment Purchases
- Dates and costs of equipment, vehicles, or property purchased
- Depreciation schedules (if available)
7. Prior-Year Tax Returns
- Previous year’s business and personal tax returns
- Carryforward information (losses, credits, depreciation)
8. Estimated Tax Payments
- Dates and amounts of quarterly tax payments made
Why Proper Preparation Matters
- Prevents missed deductions
- Reduces filing errors
- Minimizes audit risk
- Saves time and stress
- Helps your preparer provide strategic tax guidance