THE TAX PREPARATION PROCEDURE

Step 1.   SEND ME YOUR INFORMATION.   

• Fill out my questionnaire.  To receive a questionnaire please click here. You may order an electronic questionnaire or a paper questionnaire. If you wish we can meet and I will then obtain the necessary information from you.

• Fax or mail me copies of W-2's, 1099's (from banks, brokerage houses, etc.).  If you are a new client, I will need a copy of last year's return.  Depending on your situation, I may need some additional items.  I will let you know if I do.

Step 2.   YOUR TAX RETURN IS PREPARED.   

• After initial input, all work is carefully reviewed, and I search for as many tax savings as possible.  Questions are primarily resolved by E-mail.

Step 3.   YOUR RETURN IS FINALIZED.  

• I will email you a .pdf (Abode Acrobat) copy of your tax return to review.  Once you have approved the return, there are 4 possible ways to finalize your tax return:

1. Electronic filing.  Any refund should be received a few weeks sooner by e-filing.   The procedure is simple.  Once your return is finished, I fax you a signature authorization form, which you sign and fax back to me.  I do the rest.  You may keep the .pdf copy of the tax return for your records. 

2. PDF copy to e-mailed to you:  I can e-mail you a .pdf copy of your tax return with full instructions to assemble, sign and send it in.

3. Paper return sent to you.  Your finished return would be mailed (or sent by FedEx) to you, along with copies for your records, and full instructions where to sign and send it.

4. Office visit.  If you are in the San Diego area, you are welcome to make an appointment to come to my office to finalize your tax return.  You would need to bring your original W-2's (if applicable), and a check for my fee, if you had not yet paid.  I will either e-file the returns or mail them for you.

Step 4:             PAYMENT OF FEE.

• I accept the cards below which are  processed by paypal using secure encryption on this website. Please click on the image below to make a payment. 

            

• You can also pay by cash, personal check (drawn on a US bank), Moneygrams and bank drafts  (Thomas Cook/Western Union), and bank wire transfer. 

Step 5:            MAKE ARRANGEMENTS TO DO A TAX PLAN FOR THIS      

                        YEAR AND REDUCE YOUR TAX LIABILITY EFFECTIVELY 

                        NEXT YEAR

 

 

Telephone 858.752.1726

Rancho Bernardo, Escondido, Coronado, Mission Valley, Point Loma, Carlsbad, La Jolla, San Diego