Form 1040
Tax preparation
Federal and state individual income tax returns, prepared with attention to every applicable deduction and filed within statutory deadlines.
Conyers, Georgia
Accurate returns.
Organized books.
Lancer Advisory Group provides individual tax preparation and monthly bookkeeping to Rockdale County and the greater Atlanta area, plus Georgia notarial services. Fees are established before any work begins.
ATP Accredited Tax Preparer
PTIN Registered with the IRS
Notary Commissioned in the State of Georgia
Div. A division of Lancer Holdings
§ 01 — Services
Services and applicable fees
Fees are determined by the specific forms and services your matter requires. Nothing is bundled. An estimate may be generated below in under a minute.
GA Notary
Notary & loan signings
Georgia-commissioned notarial acts, including affidavits, powers of attorney, real estate closings, and general acknowledgments.
Monthly
Bookkeeping
Ongoing recordkeeping for individuals and businesses. Accounts reconciled, transactions categorized, and statements delivered each month.
§ 02 — Process
The engagement proceeds in two meetings
The initial meeting is consultative. Preparation follows receipt of your documentation, and the completed return is reviewed with you prior to filing.
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Meeting one
Consultation
We review your circumstances via Google Meet, determine which forms your return requires, and establish the fee. No work commences until that fee has been approved.
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Between
Documentation and preparation
You submit your W-2s, 1099s, identification, and prior-year return. Preparation and review are typically completed within two to five business days.
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Meeting two
Review, execution, filing
The completed return is reviewed with you in full. You execute Form 8879 electronically, remit payment, and the return is transmitted. You receive a copy and written confirmation upon IRS acceptance.
§ 03 — Frequently asked questions
Common questions
Tax preparation
W-2 forms, valid photo identification, Social Security cards for yourself and any dependents, and the prior-year return where available. The complete list applicable to your circumstances is confirmed during the consultation.
No. The initial meeting is consultative: we review your circumstances and establish the fee. Preparation begins once your documentation has been received, and the completed return is reviewed with you in a second meeting prior to filing.
Most individual returns are completed within two to five business days of receiving complete documentation. Returns involving multiple schedules may require additional time. You will be advised of the expected timeline in either case.
The IRS issues most electronically filed refunds within 21 days of acceptance. Refund status may be tracked at irs.gov/refunds using your Social Security number, filing status, and expected refund amount.
All documentation is handled confidentially and transferred through secure channels, consistent with IRS standards for paid preparers. Client information is never sold or disclosed to third parties.
Cash, Zelle, Cash App, and major debit and credit cards are accepted. Payment is due prior to transmission of the completed return.
Notary services
A valid, unexpired government-issued photo identification, such as a driver's license or passport. Every signer named on the document must be present at the time of signing.
At an agreed public location within Conyers, Covington, or Lithonia, such as a library or similar setting. For hospital, nursing home, and correctional facility signings, we travel to the facility directly.
Rockdale County and the surrounding metro Atlanta area, including Covington, Lithonia, and Stonecrest. Additional travel fees may apply to locations beyond this range.
Yes. Weekend and holiday signings carry a flat $20 surcharge in addition to the standard rate. Advance scheduling is recommended.
Yes. Divorce filings, escrow packages, and comparable documents are handled at a flat rate of $60 to $150, depending on length and complexity. Please contact us before scheduling so the document type can be confirmed.
Yes. As I-9 forms do not require a notarial seal, they are completed as an authorized representative service at $25 to $60 per form. This service is available to employers requiring local verification of employee documentation.
Bookkeeping
Reconciliation of your connected accounts, categorization of transactions, ledger upkeep, and a profit and loss statement and balance sheet each month. Your records are also kept in order for year-end filing.
By whether the books are personal or business, and by your average monthly transaction volume. We review a recent statement together to establish the correct tier before any agreement is signed.
Engagements are month to month. An engagement letter sets out the scope and fee, and either party may conclude the arrangement with 30 days' notice.
Bookkeeping, continued
Yes. Cleanup is a one-time project billed per month of backlog — $95 per month for personal records and $175 per month for business records, subject to a $200 minimum. The exact figure is confirmed in writing after your records are reviewed. Your ongoing retainer begins once the books are current.
No. Bookkeeping and tax preparation are billed separately. Maintained books make filing considerably more straightforward, and clients on a retainer arrive at tax season with everything in order.
Bookkeeping begins with a conversation rather than an online booking, as the scope varies considerably between clients. Call 470-344-5470 or write to contact@lanceradvisory.com, and we will review your accounts and provide a written proposal.
§ 04 — Client portal
Documents and status in one place
Upon engagement, your documentation and filing status are maintained in a secure client portal rather than distributed across email correspondence.
Submit documentation
Transmit W-2s, 1099s, and supporting records securely, without attaching sensitive files to email.
Access your meeting
Your Google Meet link is issued upon scheduling and remains accessible in the portal for the duration of the engagement.
Monitor filing status
Review the status of your return at each stage, from document review through IRS acceptance.
The client portal is currently in development. Access details will be provided together with your appointment confirmation.
In development