A. Step 1:Please contact us via email first with your basic information and what type of services you are looking for. If we are able to take you on as a client, we will provide you a fee estimate.
Step 2: If you are okay with the fees we will give you access to our secured portal where you can upload all your tax documents (any format). We will then review the documents and email you if we see any documents missing. For new clients, we will also send a link to collect the full or partial fees and we will true up this payment against our the final invoice once the return is prepared and before it is filed. Often times clients have a habit of not providing all the data at the time of getting the quote but we charge our fees based on the actual documents and not by the information provided by the client at the time of getting the quote.
If you contact us within the last week of the tax filing deadline, we do collect full fees before we even start the work . This fees is for our time and is non refundable whether you decide to use our services or not
Step 3: We will then schedule session via Zoom or Google Hangouts to review, finalize and file the tax return. We will can upload a draft copy of the return before the appointment for review upon payment of our fees. Jino Joseph meets with all the clients and not the staff who prepares the returns
A. You can refer the link below to gather relevant tax documents. If you have covered California please make sure you upload all 1095-A and CA state form for preparing the return. Please refer to this checklist
A. It could be a variety of reasons. Most common ones are:
Remember: A bus must accept everyone who is waiting at every bus stop. A CPA or a Tax Professional is NOT a bus.
We DO NOT offer free consultation services at any time. If you would like to get free tax consultation, you can call IRS at (800) 829-1040
Our consultation fees are :
Tax consultation - $300 / hour (Min $200/ half hour )
We collect the non refundable fee upfront prior to the appointment
A. Please don't waster our time. Try online software like Turbo Tax , it is FREE!
A. We prepare tax returns for clients from all over the US. Due to Covid, we are only taking Zoom/Google Meet appointments even for local clients. No in person appointments at all. So your location doesn't matter
A. Unfortunately, not possible. Even car dealers are not giving discount these days!. So please don't waste both our time .
A. Sorry! We do not refund any of our fees. Our fees are for our time whether or not you file with us.
A. If it simple, please prepare it yourself. This way, you can save our fees.
Q: I have already prepared my tax return thru a software or another firm. Could you review my return for any errors?
A: Sorry, we don't offer this service.
A: We can only provide a quote once we have all your business bank and credit card statements. Please contact support at jinocpa.com for a quote
A: Yes, absolutely. Our fees for Small Business Setup Services starts with $500 (includes EIN number, Filing all necessary forms with secretary of state for business formation and IRS filings)
A: We are glad to assist you if you we both think we are the right fit each other. Please contact us and we can have a quick call to see if are able to work together. Remember we only take very limited new Individual clients to our practice.
A: You can always cancel your appointment with us anytime.
A: Yes, we do offer representation services for additional fees, Our audit engagement starts with retainer of $1500 which we will collect upfront.
Once scheduled the estimated tax payments, we cannot cancel it at from our end. You may cancel the payments by calling them as below