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Welcome to Tax Preparation Today!

About Robert

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As a CTEC Tax Prepare with over ten years of professional experience, I work hard to maximize your tax savings with professional tax preparation services. My mission is to provide one on one personalized tax service. It is my belief that Accuracy, Integrity and Quality of Service, are of the utmost importance. No two clients are the same, and each client has different needs. I genuinely care about making life easier for my clients. While many of my clients are in Southern California, I prepare taxes in all fifty states.

Tax Services

You can count on me for professional, timely and reliable services, which include the following:

  • Tax Preparation Services
  • Review and Preparation of Prior-Year tax Returns
  • Tax Amendments
  • Tax Extensions
  • Out-of-State Return
  • Authorized IRS E-file Provider
  • Offer in Compromise
  • Preparation and filing form 1099-MISC
  • Partnership & Corporation

FEDERAL RETURN

DEDUCTIONS

What To Bring

To expadite service and to ensure a quick and accurate return please have the following items available.

If you are a new client, please enclose or bring last year's tax return.

CLIENT TAX ORGANIZER
CLICK IMAGE TO DOWNLOADClient Form 2
    DOCUMENTS
  • W2's
  • 1099-Misc (for non-employee compensation, rents and royalties)
  • 1099-Int (for interest paid to you)
  • 1099-Div (for dividends you received)
  • 1099-B (for proceeds of sale of stocks, bonds, securities)
  • 1099-G (for unemployment, state tax refunds or other government payments.)
  • 1099-R (for income from retirement accounts)
  • Social Security income (Form SSA-1099)
  • Tuition Statement (Form 1098-T)
    INFORMATION
  • Changes made to name, address, marital status, dependency, etc.
  • Alimony received
  • Mortgage Interest (Form 1098)
  • Records of Taxes Paid: real estate, personal property taxes, auto registration taxes, etc. along with tax forms
  • Student Loan (including $ amount of interest paid) (Form 1098-E)
  • Health insurance policy for the last year (as penalty will apply if you were not insured)
  • Cancellation of Debt (Form 1099-C)

Pricing

For pricing and to set up an appointment, please contact Robert.

I accept all forms of payment including PayPal, Venmo and all major credit cards.

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Call me now

TO GET STARTED!

Testimonials

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