Tax Planning and Advisory

Our tax preparation fee varies depending on multiple factors, including how complicated your taxes are and whether you are filing as a business or an individual. During our initial consultation, our tax specialist will try to get to know your tax situation in order to understand your needs and provide a cost estimate.

Call us at 760-517-8017 or email tito@trueedgetax.com to schedule a consultation with us.

In order for us to properly assess and prepare your taxes, we’ll need the following documents:

• Proof of your and your family’s identity
• Social Security documents
• Income statements such as W-2s and MISC-1099s
• Tax forms that report other types of income, such as Schedule K-1 for partnerships, S corporations, and trusts
• Tax deduction records
• Expense receipts

Rest assured that we will inform you of the documents you need to bring prior to your consultation.

In order for us to properly assess and prepare your taxes, we’ll need the following documents:

• Employer Identification Number (EIN) or Social Security Number
• Previous year’s tax return
• Financial business reports
• Business tax forms
• Asset information
• Loan information
• Income statements
• Expense receipts
• Tax deductible records
• Payroll records
• Inventory total
• Stocks and bonds information

Rest assured that we will inform you of the documents you need to bring prior to your consultation.

You can request for copies of your tax returns by calling us at +1760-517-8017.

Refunds are usually issued within 21 days of filing your taxes electronically or 42 days of filing paper returns. Rest assured that we will track your tax refund status and notify you once it is issued.