Read Our Frequently Asked Questions

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:

1. We are not too fond of your bargaining skills. 
2. Too aggressive on claiming certain deductions which we are not comfortable with
3. Not being organized at the appointment and takes too much time for completing the return
4.  Personalities doesn't seem to fit based on prior year experience
5.  Makes multiple changes to the numbers and especially close to the tax filing deadline 
6. Constantly texting us with simple questions which you can find yourself on google. I will block such folks

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. 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. FinCEN gives automatic 6 months extension till Oct 15th.