Tax Prep, Consulting, Extensions, Govt Resources, Fees
Tax Services are easy as 1, 2, 3
- Submit an Individual or Business, Trust, Estate Questionnaire.
- Submit Documents.
- Review, Sign, Pay, and
E-files.
Appointments are available for discussion or reviews
Tax Prep Services
Step 1
Submit Client Questionnaire
Required for All Clients
Tax Prep Starts After Submission of Client Questionnaire
Step 2
Submit Documents
and or
Schedule a Telephone, Video, or In-Person
to Prepare or Review your Tax Returns.
Remote Clients must first Submit Documents and Questionnaire, or Appointment May Be Canceled
Step 3
Returns Filed
Submitted to you for review and signature via;
Docusign (On-Line Clients),
Mail, or In Person.
Once Signed and Invoice Paid,
Returns are E-filed by CFS.
If E-filing not possible, Returns are Mailed by You.
Tax Consulting Services
prepares Individual, Business, Corporate, Partnership, Non-Profit, Trust, Estate, Expatriate, and Gift Tax Returns. We also offer:
- Tax Planning
- Tax Certification Letters
- Govt. Payment Plan Applications
$200 per hour
$60 per 15 mins
Consultation fees may be applicable towards related work requested within 30 days of Consultation
Extensions
Individual Extension fees are $40
Submission Deadline April 15
Expires October 15
Business Extension fees are $200
Submission Deadline March 15
Expires September 15
Trust / Estate Extension fees are $200
Submission Deadline April 15
Expires October 15
“Extension Fees” paid are applicable towards the costs of the subsequently prepared tax returns
The government grants an Extension to “File” if you apply before the Deadline, but there are No Extensions to “Pay.” If you owe taxes, the government calculates the failure to pay penalty and interest back to the original filing due date. If you believe you will owe taxes, CFS advises you make an “estimated tax payment” to the government with the Extension application(s). You may use the links below to make your estimated tax payment(s).
Government Resources
Fees
Fees are based on client organization of information, tax forms used, expertise required, and time to complete services. We accept cash, check, money order, MasterCard, Visa, Discover, PayPal, CashApp, or Zelle. Payment is due at the time of service; however larger engagements require a deposit to begin.
Tax Preparers are registered with the IRS, and California Tax Education Council ![]()







