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.
Step 3: We will then schedule session vial 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 conducts the Zoom meeting with all the clients
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.
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 - $250 / hour (Min $150/ half hour )
Please contact us for all other fees questions
We will send you a link to pay our fees upfront before setting up a consultation 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, we have a set fees and don't offer discounts. Please don't waste both our times .
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
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: You can always cancel your appointment with us anytime.
A: Yes, we do offer representation services for additional fees