Frequently Asked Questions

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Does your preparer return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right tax preparer, the answers to all these questions should be a resounding "Yes!"

Enrolled Agents are individuals licensed by the federal government to represent taxpayers before the Internal Revenue Service.  Enrolled Agents specialize in taxation.  Enrolled Agents' expertise is in the constantly changing field of tax law. Additionally, they are the only representatives for taxpayers who receive that right from the U. S. government. (CPAs and attorneys are licensed by the states.)

As described above, Enrolled Agents specialize in taxes.  Therefore, they are experts in tax. A CPA offers a full range of accounting functions from auditing & attestation, accounting systems, business valuation, management consulting, forensic accounting, information systems consulting, and information systems in addition to taxation.

If you are knowledgeable with the most recent tax laws and have a fairly simple return, this can be a good option for you.  However, if your tax situation has changed recently, or if you aren't familiar with tax law, you may be missing deductions and spending more time and money than if you hired an Enrolled Agent.  

Our fees are based on the complexity of the return.  This means that if you have a simple return, you are charged less than someone with a more complicated return.  Fees start at $150 and increase as the complexity and time involved to prepare the return increases.  Our average client charge is between $500 and $800.  If you call the office at (650) 576-7352 and provide more information, we can give you a price estimate for your tax situation.

Yes!  We offer E-filing for both Federal and State (all-states) returns at no additional charge.

Call the office at (650) 576-7352.  We can answer any remaining questions you may have, and assess your individual tax situation.  We will then find an appointment time that works for the both of us.  You will receive (via e-mail, fax, or US mail) a pre-appointment checklist/questionnaire with information you will need to bring with you to the appointment.  During the appointment, we will go over the information you bring, making sure we have all the pertinent information to complete your tax return.  That is all you need to do!  We will then complete your tax return for your review and upon your approval and signature, e-file the return, or you can mail it directly to the IRS.