Individual Returns are Due April 18

Individual Returns are Due April 18

Share Docs from Any Device

Video Conferencing

Sign, Pay On-Line, & Direct Deposit

Sign, Pay On-Line, & Direct Deposit


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 Preparation Services


When Tax Returns are Complete

You review, Sign, Pay, & E-files

Appointments are for Reviews


submitting documents, returns are complete,

to ask Questions about your return,

or to Meet In-Person

Telephone & Video Clients

1st Submit Documents, or Appointment May Be Canceled


GoToMeeting Video

In Person


Individual Extension fees are $25

Deadline was 5PM April 18

Expires October 15, 2023

Business Extension fees are $150

Deadline was 5PM March 15

Expires September 15, 2023

Trust / Estate Extension fees are $150

Deadline was 5PM April 15

Expires October 15, 2023

The government will grant an Extension to “File” if you apply before the Deadline, but there are No Extensions to “Pay.” If you owe a tax liability the government calculates the failure to pay penalty and or interest back to the original filing due date. Therefore, CFS advises clients make an “estimated tax payment” to the government with the Extension application if they believe they will owe when the return is filed.

Tax Consulting Services

$175 / 1 hr Consultation

$50 /15 min Consultation

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

Tax Consulting fees paid to CFS may be applicable towards subsequent related tax preparation work.


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