Acerca de
The 2024 Tax Filing Season
Streamlining Your Process: Exciting Updates for the 2023 Tax Year!
Embracing Change for Improved Services
​
We're enhancing our engagement process for the 2023 tax year. Embracing simplicity and transparency, Apple Blossom Tax Service introduces changes, including the convenience of auto-billing, streamlining your financial interaction. Embracing change for enhanced service, our evolving approach meets rising tax preparation complexity with efficiency. We schedule work to improve service, turnaround times, and maintain a balanced workflow, embracing extensions a norm for comprehensive tax management for those who chose.
​
Below is a brief explanation of our 2024 Apple Blossom Tax Service Engagement Process:
December
Client Engagement
We will send engagement letters via email for electronic signature through DocuSign. Due to limited capacity, your service slot is confirmed only upon signing the engagement letter. If you did not receive your engagement letter by December 15th, please call the office.
Introducing Auto-Billing
To optimize the effectiveness of our billing and payment procedures, we introduced an auto-billing system starting January 1, 2024. This change is designed to streamline the fee collection process, freeing up valuable staff time for an enhanced focus on providing top-notch tax preparation services to you.
​
Your trust and business hold immense value for us, and we are committed to making this transition smooth for you.
​
We appreciate your cooperation in choosing your preferred payment method and indicating your decision when signing the Engagement Letter. Furthermore, please be aware that prepayment for services is also a welcome option.
2024 Tax Season with Apple Blossom Tax Services. Dive into our step-by-step guide for smooth document submission and expert tax preparation
Key Reminders:
Sign Engagement Letter:
Your service slot is confirmed only upon signing the engagement letter due to limited capacity.
Complete your Organizer:
Filling out the organizer thoroughly aids our preparers immensely, particularly the questionnaire and estimated tax payments.
Adhere to Deadlines:
To maintain our quality of service and schedule time for your returns, it's crucial to stick to the communicated deadlines.
Late Submissions:
Documents received past deadlines necessitate an extension, which does not increase your audit risk.
Let’s Work Together
Get in touch so we can start working together to get your extension filed!
Or send us a message.
COMPLIANCE
Federal and State Tax Preparation
15-minute tax document review with your assigned tax preparer
Digital Document Storage
Estimated Tax calculation for 2025 based on Safe Harbor Rules, and 2024 Income
This helps you estimate your quarterly taxes by applying Safe Harbor Rules, ensuring you meet IRS requirements and avoid underpayment penalties.
This includes federal form 1040 and one state return, most commonly California form 540.
This is a 15-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.