AS OF TODAY THERE ARE NO OFFICE APPOINTMENTS REMAINING. PHONE APPOINTMENTS ARE AVAILABLE ON A LIMITED BASIS BY CALLING OFFICE MANAGER LYNN KELLY AT 800-259-3372.
WE HAVE THE ELECTRONIC TAX PREPARATION OPTION COMPLETED BY FAX OR EMAIL WITH NO APPOINTMENT - WITH FEES STARTING AT ONLY $300.
WE WILL COMPLETE YOUR TAX RETURNS BEFORE THE APRIL 15TH DEADLINE IF WE HAVE YOUR COMPLETE INFORMATION BY APRIL 13TH. IN ORDER TO ACCOMPLISH THIS YOU MUST USE OUR CHECKLISTS TO ENSURE WE ARE NOT MISSING INFORMATION. IF YOU ARE UNABLE TO USE OUR CHECKLISTS PLEASE FILE AN EXTENSION AND CONTACT US LATER IN THE YEAR.
IF YOU REQUIRE OTHER ARRANGEMENTS 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
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.
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 firstname.lastname@example.org 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
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.