Silver (homeowner) individual tax filing
$475.00
For individual or married couple who is an employee, each with 1 job, itemized either for Federal, California or both for the tax filing year and with dependent. Your benefits are outlined under the description below.
- Benefits
- 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)
- Home mortgage deduction
- Property tax deduction
- Medical expenses deduction
- Charity deduction
- 1 dependent ($40 +$15 each additional)
- Child tax credit and dependent care deduction
- Charity deduction
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.
2. Drop off in an envelope to our office, anytime 24/7. Be sure to include your name.
1. Log on to you bank
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.
- 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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