2025 Tax Info

This includes federal form 1040 and one state return, most commonly California form 540.

Any-time access to your secure client portal to upload or download copies of your tax documents or tax returns.

This helps you accuratly estimate your quarterly taxes by applying Safe Harbor Rules, ensuring you meet IRS requirements, with adjustments based on any expected changes in income and deductions and avoid underpayment penalties.

Quarterly emails featuring links to our latest blog posts and top tax news headlines, along with full print copies mailed to the address we have on file.

This is a personalized, guided explanation of your tax return, delivered through a secure video. Your preparer records a walkthrough of the return, highlighting key elements, addressing questions, and providing expert insights unique to your situation.

Starting September 30, 2025, the IRS requires all federal tax payments to be submitted electronically. This ensures you stay compliant with all payment deadlines, helps you avoid penalties, and makes managing your tax obligations straightforward. All payments are set up electronically using secure, IRS- and FTB-approved methods for each required quarter. Plus, you’ll receive an email reminder 10 days before each payment is processed and, after our year-end meeting, your fourth quarter estimate will be customized to reflect your updated tax situation.

Starting September 30, 2025, the IRS requires all federal tax payments to be submitted electronically. For clients who owe a balance upon filing, we facilitate a seamless, secure electronic payment of your tax due at the time your return is submitted. This service eliminates the risk of late payments and penalties by ensuring your balance is paid automatically.

This is a up tp 30-minute in-person, Zoom, or telephone call with your tax preparer to discuss the forms you've provided to complete your tax return, if you've had any significant changes, list any missing documents, and finally the timeline for return completion.

This service provides access your tax preparer for quick, general questions throughout the year. This feature is designed for non-computational inquiries, such as clarifications on tax regulations or general guidance, ensuring you have expert support when you need it.

We provide assistance with IRS or FTB notices related to tax returns prepared by our firm, ensuring prompt and professional support to address and resolve any concerns effectively.

Your tax preparation service plan now includes access to multiple consulting and advisory services. Clients may select any two options from the following: Tax Reduction & Optimization, Milestone and Goal Planning, Retirement Goal Setting, or Estate, Trust, and Trustee Support. Additionally, clients can request a consult for a custom topic tailored to their specific needs.

Your tax preparation service plan also supports integrating tax strategies with your financial planning team. We work alongside your wealth or financial advisor, ensuring your tax and financial goals are aligned for a consistent, client-focused experience. This approach creates a unified strategy, maximizes planning opportunities, and supports your unique needs in both tax and financial areas.