OUR ELECTRONIC TAX PREPARATION OPTION IS COMPLETED THROUGH OUR SECURE CLIENT PORTAL WITH NO APPOINTMENT.
TO MAKE AN ELECTRONIC APPOINTMENT, HOVER OVER THE ELECTRONIC FILING TAB TO LEARN MORE ABOUT THESE CHOICES
STOCKTON OFFICE AND TELEPHONE APPOINTMENTS FOR TAX YEAR 2021 BEGIN IN JANUARY 2022 AND ARE NOW AVAILABLE
The primary focus of our law practice is tax-litigation. Because of this we bring a range of experience unmatched by an ordinary tax preparation firm. This is why, for only a small co-pay, 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. For the most part, 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.
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 Guide to a Telephone Conference link below at least one week 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.
TELEPHONE CONFERENCE APPOINTMENTS FOR TAX YEAR 2021 BEGIN IN JANUARY OF 2022 AND ARE NOW AVAILABLE
We know that many clients prefer a face to face conference when completing their annual tax returns. 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.
STOCKTON OFFICE APPOINTMENTS FOR TAX YEAR 2021 BEGIN IN JANUARY OF 2022 AND ARE NOW AVAILABLE
Because of the substantial logistical problems created by the pandemic along with substantially higher costs, we will not have any appointments in Roseville in 2022. All in-person appointments will be in our Stockton office.