Tax Prep Services

Tax Prep

Step 1

Questionnaire

ALL Clients Must Complete a Questionnaire to Begin Tax Prep

Questionnaire Submission Starts Tax Prep

Step 2

Submit Documents

Existing clients electronically submit documents here:

New Clients allow 24 hrs. for SmartVault “Activation” email

Clients can also request:

Step 3

Review & Sign

Review & Sign electronically using Docusign;

or Physically Sign;

or Request a Meeting to Discuss

After You Sign, e-files

or You Mail Returns

Returns Prepared

prepares Federal and State returns for individuals, corporations, partnerships, trusts, and estates. represents clients before the IRS and States for tax returns, we prepare.

Preparers are bonded and registered with the IRS and California Tax Education Council.

is skilled in Expatriate Tax Prep including foreign income exclusion, tax credits, and treaties.

Consultation

answers Quick Questions and Consultations, which fees are applicable for 30 days towards related services

Prior to consultation submit documents, if applicable.

Pricing

Fees are based on completeness and organization of information submitted, forms used, expertise required, and time to complete the work.

Extensions

Extensions are for time to file, not time to pay. Unpaid taxes begin to accrue interest and penalties from the original due date.

Corporate calendar year taxes are due March 15, regardless of when the tax return is filed. Extension of time to file calendar year corporate tax returns expire September 15 of the tax year.

Individual, trust, estate, and partnership taxes are due April 15, regardless of when the tax return is filed. Extensions of time to file individual, trust, estate, and or partnership returns expire October 15 of the tax year.

Fiscal year filers must file within 3 months after the end of the “fiscal tax year”, and fiscal extensions expire 6 months after the return original due date.

Expats are given an automatic filing extension until June 15 of each year.

Government Resources