TAX ADVISORY FOR INDIVIDUALS & SMALL BUSINESSES
Our office is open for appointments Monday through Thursday from 9:00 am to 5:00 pm and Friday from 9:00am to 1:00pm. We have more options for appointments upon request. We can be contacted by phone 858-274-9093, email taxman.tax@gmail.com or fax 858-431-4026.
Book your appointment directly from our website: www.taxmantax.com very simple and easy. We will also be calling to schedule appointments and sending you reminders by text.
Our Tax Appointments are 90% virtual, completely by phone. It’s necessary for us to get all your data to us one week before your appointment. Send to us by email text or fax or you also can drop things off at the office
We also book In-Office Appointments, Which may be appropriate for new clients or complicated situations, please let us know your preference.
No Appointment is necessary if you choose to send us your data and have us do the rest.
Clients that schedule appointments less than ONE WEEK of a deadline will be charged a rush fee. Average time to process returns depends on the complexity and time of year information is provided.
Please check your email, text messages, and voicemail, we may be waiting on more information from you.
Referrals We are very appreciative for all the referrals last year. We welcome new clients and appreciate the confidence you have in us by referring friends, family and coworkers.
Other Services
We also have “Taxwatch”. If you appoint us as your tax representative, we will monitor your IRS tax correspondence and notices by having an extra copy sent to us. We can then handle IRS questions before a minor issue becomes a problem. There is a $100.00 charge per year for this service. If you do not have “Taxwatch”, We charge a rate of $150.00 per hour for ongoing representation work, and $300.00 per hour for IRS audits and appearances.
Important Dates to Remember in 2023:
January 31: Deadline for those who are required to issue and send out W2s or 1099s. March 15: Partnership and S-Corps Returns due or file extension. April 18: Individual, Corporations and Fiduciary Returns due or file extension. May 15: Non-Profit Organizations September 15: Partnership & S-Corps returns due when extension filed by 3/15. September 30: Fiduciary Returns due when extension filed by 4/18. October 16: Individual & Corporation Returns due when extension filed by 4/18. November 15: Non-Profits Returns when extension filed by 5/15.