How We Do Business
- By Appointment
- By Email
- Out of State Tax Returns
We see clients by appointment only. Your tax issues are reviewed and discussed with your Tax Preparer in a personal interview. Information is kept confidential and the results are usually known by the end of the interview.
We are first and foremost concerned with preparing your Tax Return correctly and affordably. That's our job. Your job is to compile all the necessary information before you come in. This way we can give you the results instantly by the end of your appointment.
If you don't know what to bring in, please refer to the Complimentary Forms & Worksheets we have developed for you. Briefly, bring in this year's forms such as W2s, Form 1099s and Mortgage Statements. Also bring in a list of all the usual deductions that you have taken in the past. Refer to you last year's Tax Return as your reminder.
Make an appointment once you have everything together. See Contact Us.
Our office will arrange a half hour interview to go over things. If your situation is more complex or you are bringing in more than one Tax Return, please let us know and we will arrange more than a half hour.
Once you are here, we'll review your forms, records and information and tabulate the results. If you are happy with the results, we're done with the exception of filing the Tax Return. If not happy with the results we can discuss other possible deductions that may have been missed.
After you are completely satisfied with the exactness of Tax Return and the results, a Tax Return will be filed with the Internal Revenue Service (IRS) and another with the state tax authority (Franchise Tax Board in California). This is usually done electronically but filing a paper Tax Return is your option.
If you have agreed to file electronically, we will send your Tax Return to you via email along with 2 Authorization forms – one for the Federal (IRS) Tax Return and one for the State (FTB or other state authority). These forms give us authorization to send the Tax Returns to the respective tax agencies. Instructions will be included.
If you want to file a paper return, we can mail the Tax Return to you or you can pick them up from our office. Instructions on where to file and when will be included.
Email: you can contact us anytime via email. You can ask questions that have quick responses. However, we may ask you to schedule an appointment, either in person or by phone, if the issue requires a discussion.
You can ask for appointments or Extensions or other assistance. Forms, notices and documents can be forwarded to our office via email.
Out of State Tax Returns: although we are based in southern California, we can prepare any state Tax Return. Many clients move into California and we can prepare a return in the state that you moved from. Some clients have moved out of California and have chosen to continue to have their Tax Returns done here.
Regardless of the circumstance, we can prepare out of state Tax Returns. This is not limited to Personal tax Returns. We can also assist in filing Corporate and Partnership Tax Returns.
Your information can be mailed or emailed to our office. We suggest you can call (818) 835-5724 to set up a phone appointment to go over the details of your tax year.
Thanks so much for being there and providing such great service.
“We've had Steve do our taxes for YEARS and today my wife had an issue, but no worries. He helped her with his kindness and made my wife smile. The service is always great. He and his staff are very nice and thoughtful. Thanks so much for being there and providing such great service.”
I Couldn't Be Happier.
“I always get prompt attention and I'm in and out with no hassles. Prices are reasonable and he's a very sweet guy. I would definitely recommend him to anyone who loves excellent customer service at affordable rates.”
He explained our tax questions in a friendly and understandable manner.
“Steve was recommended by a friend of ours who has been using him for years. We were very happy with his professionalism. He explained our tax questions in a friendly and understandable manner. Very happy !”