• Choose the option
    that's best for you

  • What We Offer


  • Electronic Filing
    by email or FAX
    From $300
  • Telephone Conference
    From $350

WARNING! WE WILL NOT BE AVAILABLE ON THE LAST DAY OF THE TAX FILING SEASON, OCTOBER 15, 2014. THE LAST DAY TO ELECTRONICALLY SEND US INFORMATION TO FILE A TAX RETURN BEFORE THE DEADLINE IS THE DAY BEFORE, OCTOBER 14, 2014!

THE LAST DAY WE CAN RECEIVE PHYSICAL DOCUMENTS IS OCTOBER 4, 2014

ALSO BE SURE TO NOTE THE ADDITIONAL FEES WE CHARGE ON AND AFTER OCTOBER 1, 2014

 

OUTSIDE OF THE PRIMARY TAX SEASON, PHONE APPOINTMENTS ARE AVAILABLE BY CALLING OFFICE MANAGER LYNN KELLY AT 800-259-3372.

WE ALSO HAVE THE ELECTRONIC TAX PREPARATION OPTION WHERE TAX RETURNS ARE COMPLETED BY FAX OR EMAIL WITH NO APPOINTMENT - WITH FEES STARTING AT ONLY $300.

EVEN A COMPLEX TAX RETURN (SALE OF A RENTAL, SUBSTANTIAL RESTRICTED STOCK OR OPTION TRANSACTIONS FOR EXAMPLE) CAN BE COMPLETED THROUGH A PHONE OR ELECTRONIC FILING.

WARNING

CONTRARY TO WHAT YOU MAY BELIEVE, THE TIME PERIOD WITH THE HIGHEST PRESSURE IS NOT PRIOR TO THE APRIL 15TH REGULAR TAX FILING DEADLINE, BUT PRIOR TO THE FINAL EXTENDED FILING DEADLINE OF OCTOBER 15TH. THIS IS BECAUSE THE PENALTIES AND INTEREST FOR PAYING LATE FOLLOWING THE REGULAR APRIL 15TH DEADLINE ARE RELATIVELY SMALL WHEN EXPRESSED AS A PERCENTAGE OF THE AMOUNT OWED (THEY CAN STILL BE SUBSTANTIAL IF THERE IS A LARGE BALANCE DUE). BY CONTRAST THE FAILURE TO FILE PENALTIES INCURRED FOR A FILING BEYOND OCTOBER 15, 2014 FOR THE 2013 TAX YEAR CAN BE VERY SEVERE. AN EXTENSION TO FILE CANNOT PROTECT A TAXPAYER FROM THESE LARGE PENALTIES AFTER THE OCTOBER 15, 2014 DEADLINE.

FOR TAX RETURNS WITH COMPLETE DOCUMENTATION SUBMITTED ON OR AFTER OCTOBER 8, 2014 WE CHARGE AN EXTRA $200.

BECAUSE OF THE TIME LIMITS INVOLVED, EACH YEAR WE CHARGE AN EXTRA $100 FOR TAX RETURNS WITH COMPLETE DOCUMENTATION SUBMITTED ON OR AFTER OCTOBER 1ST AND BEFORE MIDNIGHT, OCTOBER 7TH FOR THE 2013 TAX YEAR.

WE WILL COMPLETE YOUR TAX RETURNS BEFORE THE OCTOBER 15, 2014 EXTENDED DEADLINE IF WE HAVE YOUR COMPLETE INFORMATION BY OCTOBER 14TH. IN ORDER TO ACCOMPLISH THIS YOU SHOULD USE OUR CHECKLISTS TO ENSURE WE ARE NOT MISSING INFORMATION. AS IS OUR POLICY WE WILL NOT ACCEPT RESPONSIBILITY FOR INACCURATE OR MISSING INFORMATION CAUSED BY FAILING TO USE OUR CHECKLISTS.

IN ADDITION, AFTER SEPTEMBER 30TH, PAYMENT OF OUR FEES BY CASH OR CREDIT CARD IS REQUIRED. WE DO NOT ACCEPT CHECKS FOR ANY 2013 TAX RETURN A CLIENT WANTS TO HAVE FILED ON OR BEFORE OCTOBER 20, 2014.

2014 FINAL FILING EXTENDED DEADLINE DATES

SEPTEMBER 30, 2014 - LAST DAY TO SUBMIT COMPLETE INFORMATION TO OUR OFFICE FOR A 2013 TAX RETURN WITHOUT AN ADDITIONAL $100 OR $200 FEE.

SEPTEMBER 30, 2014 - LAST DAY TO PAY OUR FEES USING A PERSONAL CHECK IF FILING ON OR BEFORE THE OCTOBER 15, 2014 DEADLINE IS DESIRED. ALL PAYMENTS MUST BE BY CREDIT CARD OR CASH AFTER THIS DATE UNTIL OCTOBER 20, 2014.

OCTOBER 1, 2014 TO OCTOBER 7, 2014 - AN ADDITIONAL FEE OF $100 WILL APPLY TO TAX RETURNS FOR WHICH COMPLETE INFORMATION IS RECEIVED ON ANY OF THESE DATES. PAYMENT MUST BE BY CREDIT CARD.

OCTOBER 8, 2014 TO OCTOBER 14, 2014 - AN ADDITIONAL FEE OF $200 WILL APPLY TO TAX RETURNS FOR WHICH COMPLETE INFORMATION IS RECEIVED ON ANY OF THESE DATES. PAYMENT MUST BE BY CREDIT CARD.

OCTOBER 12, 2014 - THIS IS THE LAST DAY WE WILL GUARANTEE THE FILING OF ANY 2013 TAX YEAR RETURN WHERE COMPLETE INFORMATION HAS BEEN RECEIVED. BUT DEPENDING ON INDIVIDUAL CIRCUMSTANCES WE WILL GUARANTEE A FILING BEFORE THE DEADLINE ON A CASE BY CASE BASIS.MOST RETURNS WILL BE READY TO FILE. BEFORE THE DEADLINE. PAYMENT MUST BE BY CREDIT CARD.

OCTOBER 14, 2014 - THE LAST DAY TO SUBMIT TAX DOCUMENTS ELECTRONICALLY TO US FOR TAX PREPARATION TO BE COMPLETED BEFORE THE DEADLINE. NOTE THE DEADLINE IS ACTUALLY THE NEXT DAY, OCTOBER 15, 2014 AND WE WILL NOT BE AVAILABLE. PAYMENT MUST BE BY CREDIT CARD.

OCTOBER 15, 2014 - THIS IS THE ACTUAL LAST DAY TO FILE A TAX RETURN. BUT WE WILL NOT BE AVAILABLE! IF YOU ABSOLUTELY MUST WAIT UNTIL THE VERY LAST DAY TO FILE YOUR TAX RETURNS YOU MUST SEEK THE SERVICES OF ANOTHER TAX PROFESSIONAL!.

 

IF YOU REQUIRE OTHER ARRANGEMENTS - WE ARE EXTREMELY FLEXIBLE -OR YOU WOULD LIKE A PHONE APPOINTMENT CONTACT OFFICE MANAGER LYNN KELLY AT 800-259-3372 AND DIAL EXTENSION ZERO

 

 

The primary focus of our law practice is tax-litigation. Because of this we bring a range of experience difficult to find in an ordinary tax preparation firm. This is why we include full legal representation to our tax clients for examinations (audits). Also included is second level administrative representation in pre-litigation appeals cases, in the event we believe the results of an audit were inadequate. If, and only if, a client actually becomes the target of an action by a government tax agency we charge a small co-pay which is a fraction of our usual retainer for this level of legal services.

Unlike most tax preparers and definitely unlike "do it yourself" software, we do not abandon our clients after "filling in the blanks" on a tax return. Nor do we sell "audit insurance," a product of dubious value which may or may not adequately represent your interests in the event of scrutiny by the government. We do not charge a co-pay unless a client actually needs representation.

Finally, we are very selective in our clientele. We prepare only individual income tax returns, and look for clients who want these returns prepared not only with integrity, but with a thoroughness designed to reduce tax liability to the greatest degree legally possible. Because we are tax litigators, and must justify any position we take with valid law when facing IRS and DOJ attorneys, not to mention federal judges, we must know the law far better than any non-attorney tax preparer. It is not uncommon for such preparers to "make it up as they go," willing to tell a client anything to make them happy, no matter how illegal or improper, in order to keep their business.

More information about about our attitude and philosophy may be found by clicking HERE.

FOR A PAPERLESS FILING SEND US YOUR TAX INFORMATION BY EMAIL OR FAX

If you are just too busy to worry about finding time to have your taxes prepared... Just send us your tax information and we send it back to you completed. We have provided a complete checklist so you will know exactly what information to provide us. There is no appointment involved. Just click the button for complete details.

If, like many hundreds of our clients you would rather not deal with the hassle of finding time to drive to an office and sit waiting for your tax return while there are a thousand better things you could be doing, then just email or fax the information as described in the DETAILED EXPLANATION link below at least 24 HOURS before your phone conference. It doesn't matter how complex your tax return is, as long as we have all the information we need in advance AND you use our checklists.

CALL OFFICE MANAGER LYNN KELLY AT 800-259-3372 EXTENSION ZERO. ONLY LIMITED OPPORTUNITIES REMAIN FOR TELEPHONE APPOINTMENTS.

IMPORTANT! PLEASE READ THIS DETAILED EXPLANATION (LINKS BELOW) OF WHAT TO SEND..

CLICK FOR HTML OR PDF VERSION OF WHAT TO BRING

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We know that many clients prefer a face to face conference when discussing a tax situation. We offer a 30 minute appointment in Stockton for clients with straightforward tax issues, and an hour appointment for those clients who may have a more complex situation.

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Make an Online Appointment CLICK THE "BOOK NOW" BUTTON TO MAKE A STOCKTON OFFICE APPOINTMENT WITH KEVIN OR TIM.

IF YOU CANNOT FIND A SUITABLE APPOINTMENT TIME, CALL LYNN KELLY AT 800-259-3372 EXTENSION ZERO OR EMAIL lynn@timkelly.com AND MAKE SPECIAL ARRANGEMENTS.

IMPORTANT! PLEASE READ THIS DETAILED EXPLANATION OF WHAT TO BRING.

CLICK FOR HTML OR PDF VERSION OF WHAT TO BRING

FOR A MAP TO OUR STOCKTON LOCATION, CLICK HERE.

For a week each year we move our operation to a professional location in the City of Roseville, to enable clients to see us for whom the Stockton Office may be inconvenient. These appointments are all 45 minutes long, so that if a client with complex matters wants to come to Roseville, it may be necessary to submit information in advance.

FOR 2014 ROSEVILLE APPOINTMENTS ARE AVAILABLE FROM

MONDAY, FEBRUARY 17TH TO SATURDAY, FEBRUARY 22ND

Make an Online Appointment CLICK THE "BOOK NOW" BUTTON TO MAKE A ROSEVILLE OFFICE APPOINTMENT WITH KEVIN OR TIM.

IMPORTANT! PLEASE READ THIS DETAILED EXPLANATION OF WHAT TO BRING. CLICK FOR HTML OR PDF

FOR A MAP TO OUR ROSEVILLE LOCATION AT THE ROSEVILLE HOMEWOOD SUITES CLICK HERE.