What we are, and what we aren't

Soarx Tax & Advisory LLC is a New Jersey limited liability company based in Teaneck, NJ. It's a tax return preparation and bookkeeping practice. We prepare federal and state tax returns, keep and clean up books, move businesses onto Xero, and help owners read their numbers.

The returns are prepared by Qeihan Anderson, the founder. He is a tax return preparer and holds a Preparer Tax Identification Number (PTIN) issued by the IRS. A PTIN is an annual registration that anyone paid to prepare federal returns must have. It isn't a license or a qualification, and we don't present it as one.

Qeihan is not a Certified Public Accountant and not an Enrolled Agent. Soarx is not a CPA firm and is not licensed by any state board of accountancy.

That means we don't provide attest services: no audits, no reviews and no compilations of financial statements. Those can only be issued by a licensed CPA firm. When we say books are "audit ready" we mean your records are organized and reconciled so an auditor or lender can work with them. It doesn't mean we have audited anything.

The financial statements that come with our bookkeeping are prepared from your books for your own use. They are not audited, reviewed or compiled under CPA standards, and any financial analysis we do alongside them is not a formal valuation.

We are not a law firm either, and nothing we do is legal advice.

Qeihan is an unenrolled preparer. Under IRS rules, representing a taxpayer before the IRS, meaning handling an audit, a collection case or an appeal on your behalf, is for CPAs, Enrolled Agents and attorneys. So we don't negotiate with the IRS or a state tax agency for you, and we don't speak for you in an examination.

We prepare and file your returns. For late years, we prepare the missing returns and draft the reasonable cause statement that goes with them. You sign and send that statement as your own request.

Back-year filings and penalty notices can turn into a case that needs a representative. We prepare the late returns and draft the reasonable cause statement. If a letter has arrived, or the file needs someone to represent you before the IRS, we tell you on the first call that you need an Enrolled Agent or tax attorney.

If your matter is already an open audit or collection case, that is work for an Enrolled Agent or tax attorney, and they would work under their own agreement with you.

We don't guarantee a refund, a tax saving, a filing position being accepted, or any response from the IRS or a state agency. Penalty relief, including relief for reasonable cause, is decided by the IRS alone. A well-prepared return and a clear statement can help your case.

You stay responsible for the accuracy of the information you give us and for the returns filed in your name. A client relationship starts only once we accept the engagement and the scope, timing and fee are agreed in writing.

The pages on this site, including the LLC check and the guides, explain how the rules usually work. They aren't tax, legal or accounting advice for your situation, and reading them doesn't make you a client. Tax rules change and depend on your facts, so we review your situation directly before any work begins.

Federal returns can be prepared for clients anywhere in the US and abroad. A PTIN is what the IRS requires for that. New Jersey has no separate preparer registration.

A few states run their own preparer rules, including New York, California, Oregon, Maryland, Connecticut and Nevada. New York requires paid preparers to register (NYTPRIN) before preparing New York returns. We prepare federal and New Jersey returns, and we don't prepare New York returns at the moment. For any other state, ask us first.

Section 7216 of the Internal Revenue Code makes it a federal crime for a tax preparer to knowingly or recklessly use or disclose your tax return information without your consent, except where the law allows. We use your information to prepare your returns and do the work you hired us for. We don't sell it, and if we ever need to use or share it for anything else, we ask for your signed consent first.

Tax preparers also count as financial institutions under the Gramm-Leach-Bliley Act (GLBA). The FTC Safeguards Rule that comes with it requires a written information security program: someone responsible for it, controls on who can see client data, and a plan for what happens if something goes wrong. We handle client data with attention to Section 7216 and GLBA-aligned practices.

Please don't send tax documents, ID copies or bank details by ordinary email. We'll set up a secure way to share them when your engagement starts.