Bronze (non-homeowner) individual tax filing

$250.00

For individual or married couple who is an employee, each with 1 job for the tax filing year.  Your benefits are outlined under the description below.

  • Price may vary by $50
  • Any 2 of W2, 1099-R or 1 SSA-1099, (each additional =$5)
  • Any 2 of 1099-Int., 1099-G, or W-2 G (each additional =$2)

A retainer of $250 is required. 

 

For credit or debit card, clients are charged a 3% payment processing and administration fee on all payments.  The fee is calculated as a percentage on top of the payment you are making. For example, if you make a payment of $1,000, Gardena Financial will charge an additional $30.00 fee for processing the payment.

Drop off cash in an envelope to our office, anytime 24/7.  Be sure to include your name.

1.  Make check payable to Gardena Financial Tax

2.  Drop off in an envelope to our office, anytime 24/7.  Be sure to include your name.

1.  Log on to you bank

Chase QuickPay

Wells Fargo Zelle

Citi Zelle

Other bank is listed on Zelle

2.  Input the $250 retainer fee and my email 

1.  To save you money, it is best to use Zelle.

2.  For credit or debit card, clients are charged a 3% payment processing and administration fee on all payments.  The fee is calculated as a percentage on top of the payment you are making. For example, if you make a payment of $1,000, Gardena Financial will charge an additional $30.00 fee for processing the payment.

Benefits include:

  • Electronic submission of Form 1040 and CA 540
  • Get a checklist to accurately gather your documents
  • Your own personalized folder to securely & easily upload and download documents
  • Help with determination the deductible expenses (incidental)
  • A quick audit of last year tax return for missed deduction or credit (incidental ONLY)
  • Help with identifying tax reduction strategy (incidental)
  • Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)
  • Free basic financial guidance (incidental ONLY, does not involve planning)

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