Frequently asked questions
Quick answers about appointments, documents, deadlines and what to expect.
Do I have to come into the office?
No. In-person meetings are available by appointment Monday–Friday, and virtual appointments by phone, Zoom, Teams or FaceTime are offered evenings and weekends. Documents can be uploaded securely and returns are signed electronically.
How do I send you my tax documents safely?
Please use the secure ShareFile upload link on the Client Resources page. You can also drop documents off at the office reception area Monday–Friday, 8:30–1:00 and 2:00–5:00, excluding holidays.
What should I bring or send for my appointment?
Start with the Tax Organizer Packet and the Client Questionnaire. They walk you through income documents (W-2s, 1099s, K-1s), deductions, life changes and anything new this year.
When do I need to get my information to you?
For nonextended individual returns, the last in-person appointment is March 20 and the last virtual appointment is March 24. Returns not completed for signing by March 31 will be extended. See the Tax Calendar for every key date.
If you file an extension, do I still owe money in April?
An extension is an extension to file, not to pay. Between April 1 and 15, I work up your tax liability figures to make sure you have sufficient withholding or estimated taxes paid in.
I got a letter from the IRS or Franchise Tax Board. What now?
Don’t panic and don’t ignore it. Send me a copy. As your advocate, I can respond, negotiate with and represent you before the IRS and the California Franchise Tax Board.
Do you work with clients who live outside California?
Yes. Many clients continue working with me after moving out of state, thanks to secure upload, virtual meetings and electronic signing.
Can you help me choose the right business structure?
Yes. I help new and growing businesses evaluate whether a sole proprietorship, LLC, partnership, S corporation or C corporation best fits their goals, then prepare the returns.
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