Tax Filing

Accounting & Tax

About

Federal and California income-tax preparation for individuals and small businesses runs through Tax Filing, a consultant-model office on Thorn Street in a residential pocket of Hillcrest south of University Ave. Engagements cover 1040 and Schedule C returns, 1099 and K-1 reporting, quarterly estimates, and IRS notice response, with complex controversy matters escalated to a tax attorney through referrals to Allison Soares, Attorney at Law when examinations move beyond the document-request stage. A toll-free intake line supports remote clients alongside by-appointment meetings at the 160 Thorn Street suite. Retirement-contribution timing gets coordinated with an advisor at Edward Jones - Financial Advisor: Emily M Shipcott before the current-year filing closes, syncing IRA and SEP deposits with the final return. The most involved work centers on multi-year back-filing packages combined with penalty-abatement requests for taxpayers who need to get current before a mortgage or visa application closes.

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