Individual Returns are Due April 18

Individual Returns are Due April 18

Share Docs from Any Device

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Sign, Pay On-Line, & Direct Deposit

Sign, Pay On-Line, & Direct Deposit

3/15/23 Corporate due date

Tax Services are easy as 1, 2, 3


  1. Submit an Individual or Business Questionnaire.
  2. Submit Documents.
  3. Review, Sign, Pay, and E-files.

Appointments are available for discussion and or reviews


Tax Services

Step 1

Submit Questionnaire

Authorizes a free SmartVault Account that can be used in Step 2

Step 2

Submit Documents using SmartVault, Mail, Fax, or Drop Off

We Do Not Open E-Mailed Documents

Drop-Off Mon-Sat, 9am-5pm

Step 3

Prepares Tax Returns or contacts you with Questions

Tax Returns sent to you for Review & Signature

Sign, Pay, E-files

for Tax Prep Questions

or

to Meet In-Person

click below

Telephone & Video Clients

1st Submit Documents, or Appointment May Be Canceled

Telephone

GoToMeeting Video

In Person


Tax Services

prepares Individual, Business, Corporate, Partnership, Non-Profit, Trust, Estate, Expatriate, and Gift Tax Returns. We also offer tax consulting including:

  • Tax Planning
  • Answer IRS/FTB Notices
  • Offers In Compromise
  • Tax Certification Letters
  • Estimated Tax Payments
  • Payment Plan Application
  • Non-Profits
  • Corp, S-Corp, LLC
  • Audits & Penalties

$175 / 1 hr Consultation

$50 /15 min Consultation

“Consultation” and “Quick Question” fees may be applicable towards subsequent related work requested within 60 days of initial consultation

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, Cash App, or Zelle.


Tax Preparers are registered with the IRS, and California Tax Education Council