Frequently asked questions
Quick answers to some of your most common questions about our services.
FAQ
What services do you offer?
We provide a full range of tax advisory services including individual and business tax preparation, tax planning, retirement & estate tax planning, and bookkeeping services.
Who do you work with?
We work with individuals, families, small business owners, self-employed professionals, high net worth individuals, and retirees. Whether your taxes are simple or complex, we tailor our services to your specific situation.
What are your costs?
Tax returns are billed by the form and vary depending on the complexity of your return and the services required. We believe in transparent pricing and will discuss fees upfront so there's no surprises. For the pricing of our other services, please reach out for more information.
Do I need to be local to San Diego to be a client?
No. While most of our clients are based in Southern California, we work with clients from across the US through our secure online portal, email, phone, and video meetings.
What documents will you need from me?
Common documents include W-2s, 1099s, prior-year tax returns, income & expense records, and any tax notices you've received. Once you become a client, we'll provide a personalized checklist based on your needs every year before tax season.
When should I schedule my tax appointment?
We recommend scheduling your tax appointment as early as possible, especially during tax season.
Privacy Policy
Your privacy is important to us. Read the following privacy policy.
We collect nonpublic personal information about you from various sources, including:
* Interviews regarding your tax situation
* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to safeguard your personal information.
We collect nonpublic personal information about you from various sources, including:
* Interviews regarding your tax situation
* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to safeguard your personal information.