Contact Information:

  • Company: Samar & Co Financial Solutions, LLC (SLLC)
  • Telephone numbers: (240) 764-6400 (office – main)
  • (301) 789-6131 (cell for C. Wood)
  • (240) 755-7707 (cell for M. Allen)
  • Fax number: (888) 520-8455
  • e-mail address: samarllc11@gmail.com
  • Website: www.samarcollc.com

Mailing Address: (Do not send mail to office address)

  • P.O. Box 657, Lanham, MD 20703

Tax Preparation, Delivery and Pickup Location:

  • Office location: Weber Building
    9420 Annapolis Road, Suites 102
    Lanham, MD 20706

Office/Tax Preparation Hours: By Appointment

  • By appointment only

Start of Tax Season and eligible Tax Returns for e-file:

  • IRS begins tax season for electronic transmission on January 27th
  • Eligible Returns – 2022, 2023 and 2024 only

Filing your Tax Return:

  • For preparation by SmartVault, fax, e-mail or U.S. mail, send at any time
  • As a professional tax preparer, I am required to submit your tax return electronically unless you decide to send by mail. If so, Form 8945 must be added to your tax return to explain why you opted not to file electronically
  • There is an additional $55 fee to file your return by paper

Tax Preparation Fees:

  • Your tax preparation fees are programmed into the tax software and billed according to the forms used and complexity associated with preparation, and whether additional services are necessary, such as, Bank Reconciliations, Financial Statements, and/or Excel Spreadsheet creation or modification. Be aware that every company’s circumstance is different, therefore, all tax fees are rarely the same
  • If you are a new client and are requesting your tax fee in advance, you will be provided an estimate in a range of about plus or minus $125 of actual Tax Fee
  • Tax fees may be paid by Cash, Check, CPACharge (accepts Mastercard, Visa, Amex, or eCheck) or Zelle

Tax Preparation Process:

  • If you are a new Client, when you complete your contact information it will initiate the establishment of your SmartVault account
  • Pre-Tax Preparation – Complete Engagement Letter, Tax Prep Questionnaire, Due Diligence Questionnaire (if necessary), Non-cash Contributions spreadsheet (if necessary)
  • Client Tax Documents – Upload into SmartVault, or schedule an office appointment, office drop off, US mail, or fax
  • Tax Preparation – Tax Comparisons and Draft Tax Returns are created from Client documents, deposit or Tax Fees are due to continue to next step
  • Review Tax Preparation – By phone, Zoom or Office visit, discuss Tax Comparisons and/or Draft Tax Returns, make necessary adjustments and corrections
  • Finalize Tax Preparation– Complete Tax Returns (adjust if necessary) and obtain signatures before transmission, e-file to IRS and applicable state, provide soft copy to taxpayer(s) by placing in the SmartVault
  • Preparation Refund Options – Electronic filing with check by mail or direct deposit into your bank account, or paper check by U.S. mail
  • Preparation Bonus – Referral Plan of $25 per completed personal returns and $50 per completed business returns for anyone you refer to SLLC
  • Final payment and signatures are required before e-filing tax returns. TAX RETURNS WILL NOT BE FINALIZED, TRANSMITTED OR DELIVERED WITHOUT PAYMENT
  • Traditional tax packet with hard copies will be provided post tax season for returns prepared during the last 4 weeks of the tax season

TAX PREPARATION FOR CORPORATIONS, LLC’S & NON-PROFITS

  • January 2nd – 31st – SLLC will work with Corporations (Type C and S), LLCs and Non-Profits to complete Books and Records which includes Bank Reconciliations, QuickBooks, and/or Excel Spreadsheets.
  • January 20th – Generate W-2’s and 1099’s, 941’s, 940’s, and state withholding reconciliation filings
  • January 31st – Business deadline to generate and distribute W-2’s and 1099’s. Complete Books and Records
  • February 1st – Complete Books and Records for businesses
  • February 28thth – SLLC will work to complete Business Tax Returns
  • March 1st – SLLC will begin processing Tax Extensions for all Corporate and LLC Tax Returns (6 months until Sept 15th)
  • March 15th – Corporate (Type C & S) and certain LLC Income Tax Returns Filing Deadline, and last day to file for an extension until September 15th
  • April 15th – Annual Reports and Personal Property Tax Returns due for Businesses, and last day to file for an extension until June 15th
  • May 1st – SLLC will begin processing Tax Extensions for all calendar year Non-Profit Organizations (6 months until November 15th)
  • May 15th – Calendar year Non-Profit Organizations tax filing deadline, and last day to file extension until November 15th
  • June 15th – Personal Property tax extension deadline
  • September 15th – Corporate and certain LLC income Tax Extension filing deadline
  • October 15th – Single member LLC tax extension filing deadline
  • November 15th – Non-profit tax extension filing deadline
  • December 15th – NO MORE e-FILING ACCEPTED BY IRS or YOUR STATE AFTER THIS DATE for Corporate, Partnership, LLC and Non-Profit tax returns, electronic filing closed by IRS for remainder of the year, everything will re-open in January 2026