For those of us who don’t have all the answers, these thoughts are encouraging: DON’T BE AFRAID TO ASK THE QUESTIONS. It’s our job as your trusted tax professionals to find the answers for you, which will then allow you to make an informed decision on your tax matters.
Step 1: Getting Ready
Preparing your taxes can be taxing – not to mention exhausting! Fortunately, there’s some tricks to making tax time a little less frustrating. Gather all your tax documents.
This will include your W2s, any interest statements, stock trades, IRA contributions, and so forth. What documents you will need depends on your particular situation.
Did you buy or sell stocks last year? If so, get out your trade confirmations. Did you buy or sell a house? Get out your escrow statement or closing papers. Did you take classes? Find a statement from your college showing tuition and fees you paid. Use the provided checklist and check off the documents that you will need for your tax situation.
Step 2: Setup an Appointment
Give us a call or click on the CONTACT button below and book an appointment online. Bring in all your tax documents and let us make the process of filing your taxes less “taxing” for you. (951) 200-3675
Make sure your tax preparer is lega
l and in good standings. Here are a few TIPS on what to look for.
While taxes are not always logical, we strive to provide tax information in such a way that is easy to understand. Our goal is to be your single, comprehensive destination for tax help and information. This makes it easier for you to file, and pay the lowest tax legally possible.
Our tax professionals has more than a decade of combined tax and personal finance experience. We are here to make the process of filing less taxing for you.
Discount on tax prep for Veterans, Return Filers and Senior Citizens!!
BE AWARE Of SCAMS
The IRS will never
- Call to demand immediate payment using a specific payment method such as a prepaid debit card, gift card or wire transfer. Generally, the IRS will first mail a bill to any taxpayer who owes taxes.
- Threaten to immediately bring in local police or other law enforcement groups to have the taxpayer arrested for not paying.
- Demand that taxes be paid without giving taxpayers the opportunity to question or appeal the amount owed.
- Call unexpectedly about a tax refund.
ALERT
If you file on paper, it may take 6 months or more to process your tax return. For service delay details, see Status of Operations. Taxpayers and tax professionals are encouraged to file electronically.
Make Sure Your Tax Preparer is Certified
If you pay someone to prepare your tax return, the IRS urges you to choose that preparer wisely. Taxpayers are legally responsible for what’s on their tax return even if it is prepared by someone else. So, it is important to choose carefully when hiring an individual or firm to prepare your return. Most return preparers are professional, honest and provide excellent service to their clients.
Here are a few points to keep in mind when choosing someone else to prepare your return:
- Check the person’s qualifications. Ask if the preparer is affiliated with a professional organization that provides its members with continuing education and resources and holds them to a code of ethics. New regulations require all paid tax return preparers including attorneys, CPAs and enrolled agents to apply for a Preparer Tax Identification Number — even if they already have one — before preparing any federal tax returns in 2011.
- Check on the preparer’s history. Check to see if the preparer has a questionable history with the Better Business Bureau and check for any disciplinary actions and licensure status through the state boards of accountancy for certified public accountants; the state bar associations for attorneys; and the IRS Office of Professional Responsibility for enrolled agents.
- Find out about their service fees. Avoid preparers who base their fee on a percentage of your refund or those who claim they can obtain larger refunds than other preparers.
- Make sure the tax preparer is accessible. Make sure you will be able to contact the tax preparer after the return has been filed, even after the April due date, in case questions arise.
- Provide all records and receipts needed to prepare your return. Most reputable preparers will request to see your records and receipts and will ask you multiple questions to determine your total income and your qualifications for expenses, deductions and other items.
- Never sign a blank return. Avoid tax preparers that ask you to sign a blank tax form.
- Review the entire return before signing it. Before you sign your tax return, review it and ask questions. Make sure you understand everything and are comfortable with the accuracy of the return before you sign it.
- Make sure the preparer signs the form and includes their PTIN. A paid preparer must sign the return and include their PTIN as required by law. Although the preparer signs the return, you are responsible for the accuracy of every item on your return. The preparer must also give you a copy of the return.