California Teachers' Tax Service

Accounting & TaxOwner Verified

About

California Teachers' Tax Service has specialized in educator tax preparation from its Park Plaza Drive suite in La Mesa since 1968. Educator-specific deductions — including unreimbursed classroom supply expenses under IRC Section 62(a)(2)(D) and union-dues treatment under California Schedule CA — require the same income-source documentation that Daniel Cohen, Attorney At Law may reference in employment-related matters. The women-owned firm holds IRS Registered Tax Return Preparer credentials, providing year-round tax planning that addresses CalSTRS pension contribution timing, 403(b) salary-reduction agreements, and Roth conversion ladders for retiring district employees. Individual returns for non-educators round out the practice, covering Schedule C self-employment filings, rental-property depreciation, and California itemized-deduction adjustments. CalSTRS Defined Benefit and Supplemental plans create multi-layered retirement-income scenarios that intersect with the coverage reviews coordinated through Andy Popka - State Farm Insurance Agent for clients balancing pension income against gap-period insurance needs. Most complex engagements involve dual-pension households with overlapping CalSTRS and CalPERS benefit streams, Government Pension Offset calculations, and Windfall Elimination Provision adjustments to Social Security.