Smart

Tax Preparation

 We’re not just a number cruncher.   Let’s prepare your tax, then reduce it with proper planning.

You are looking to hire us  because you:

  • Save time  (IRS estimated nearly 20 hours)
  • Don’t want to trigger an audit
  • Know Enrolled Agent is a federally licensed tax advisor, empowered to represent you before the IRS and other tax agencies
  • Want to benefit from money-saving tax planning engagement
  • Want to address your tax issues with us
  • Don’t want to waste time calling the IRS
  • Don’t want to keep up with complicated tax code
  • Want the peace of mind

Don’t risk getting audit.  Save time and money by selecting a service plan below.

Not ready?  See what hundreds of happy clients are saying on Yelp.com

 

Bronze Individual Tax Preparation

Target audience: Married couple or single with a W-2 job

Our Service includes:

1.  Electronic submission of Form 1040 and CA 540

2.  Get a checklist to accurately gather your documents

3.  Your own personalized folder to securely & easily upload and download documents

4.  Help with determination the deductible expenses (incidental)

5.  A quick audit of last year tax return for missed deduction or credit (incidental ONLY)

6. Help with identifying tax reduction strategy (incidental)

7.  Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)

8.  Free basic financial guidance (incidental ONLY, does not involve planning)

9. Rental owner, business owner, and other tax situation (see add-on feature bottom of page)

 

Still not ready, read what clients are saying on Yelp.com

Silver Individual Tax Preparation

Target audience: Homeowner single or married couple with a W-2 job

Our Service includes:

1.  Electronic submission of Form 1040 and CA 540

2.  Get a checklist to accurately gather your documents

3.  Your own personalized folder to securely & easily upload and download documents

4.  Help with determination the deductible expenses (incidental)

5.  A quick audit of last year tax return for missed deduction or credit (incidental ONLY)

6. Help with identifying tax reduction strategy (incidental)

7.  Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)

8.  Free basic financial guidance (incidental ONLY, does not involve planning)

9.  Home mortgage interest deductions and real estate taxes (Schedule A)

10.  Rental owner, business owner, and other tax situation (see add-on feature bottom of page)

 

Gold Individual Tax Preparation

Target audience: Homeowner(or not) married couple with kids

Our Service includes:

1.  Electronic submission of Form 1040 and CA 540

2.  Get a checklist to accurately gather your documents

3.  Your own personalized folder to securely & easily upload and download documents

4.  Help with determination the deductible expenses (incidental)

5.  A quick audit of last year tax return for missed deduction or credit (incidental ONLY)

6. Help with identifying tax reduction strategy (incidental)

7.  Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)

8.  Free basic financial guidance (incidental ONLY, does not involve planning)

9.  Home mortgage interest deductions and real estate taxes (Schedule A), if applicable

10. Child tax credit and dependent care deduction

11.  Rental owner, business owner, and other tax situation (see add-on feature bottom of page)

 

Platinum Individual Tax Preparation

Target audience: Pre-retiree or retiree, homeowner married couple with no dependent  

Our Service includes:

1.  Electronic submission of Form 1040 and CA 540

2.  Get a checklist to accurately gather your documents

3.  Your own personalized folder to securely & easily upload and download documents

4.  Help with determination the deductible expenses (incidental)

5.  A quick audit of last year tax return for missed deduction or credit (incidental ONLY)

6. Help with identifying tax reduction strategy (incidental)

7.  Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)

8.  Free basic financial guidance (incidental ONLY, does not involve planning)

9.  Home mortgage interest deductions and real estate taxes (Schedule A)

10. Child tax credit and dependent care deduction

11.  Rental owner, business owner, and other tax situation (see add-on feature bottom of page)

 

Add-on Individual or Business Tax  

Target audience: Add-on case by case

Individual Tax

You own a small business but also need help filing your individual tax.

Rental (Sch. E)

You rent out your real estate.

Business Consulting

You have a small business and help to consult related to accounting.

Tax Planning

You want projection for next year.

Special Tax Situation

You have special tax situation with your business

Tax Problem

You got audited and need help resolving it.