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:
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.
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.
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.
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
