5 Things to Avoid when filing Taxes

1. Utilizing the wrong form and/or filing status. Be careful to know which forms and status to file with.

2. Lack of organized documents. This can lead to missing crucial parts to file your taxes correctly! Have your backups and forms organized.

3. Under reporting expenses. This will cause you to pay more taxes than you might need to!

4. Under reporting income. Don’t do this! Depending on the situation, it can open up room for audits as the government has a way to track income.

5. Last minute panic! Plan ahead and don’t leave it until the last second! No need to panic when it’s planned out.

When in doubt, we advise you to always consult with a professional tax preparer!

Need help? Contact us anytime. Let’s chat!

How can I get my taxes done?

A simple question we get asked frequently and it’s really quite simple.

Once you have all your documents ready, please mail them physically or electronically (PDFs please). We can also pick them up from you if you’re a San Diego local (whatever is most convenient).

If you’re unsure what to send us, we can chat on the phone and/or send you a list of all documentation needed.

If you’re a new client, please provide us a copy of your last year tax return, so we don’t miss a thing!

As soon as we get the information needed, the processing time is typically a week. If your case is complex or more information is needed, we will contact you.

After your taxes are ready, you will receive a DocuSign and then they’re sent! After that, you’ll receive a copy of them from us for your personal records.

That’s it! Really quite simple and we’re here every step of the way.