Individual Returns are Due April 18
Individual Returns are Due April 18
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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
- Submit an Individual or Business Questionnaire.
- Submit Documents.
- Review, Sign, Pay, and E-files.
Appointments are available for discussion and or reviews
Tax Services
Step 1
Submit Questionnaire
Required Each Year
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 