Maximize your tax savings with our Tax Preparation Service! Our real estate tax experts can save you

time and money by maximizing your deductions and filing your return electronically.

 

What are some questions that I should ask my tax preparer?
  1. Do they have qualified staff that is both knowledgeable and efficient?
  2. Will they understand the best way to legally leverage all deductions?
  3. Do they understand the GO Zone accelerated depreciation benefit?
  4. Will they be available when tax filing season is over?
  5. Will they help me out if I get audited?
Who is the service provider?
Phil Martin, E.A.
Performance Tax & Business Services, Inc.
12668 Hoover Street
Garden Grove, CA 92841
Tel: (714) 698-2580
Fax: (714) 698-2582
taxman@onlinetaxpreparer.com
How does the Tax Preparation Service work?
  1. After you sign up, you will receive a tax organizer by e-mail with specific instructions on how to fill it out.
  2. At that time you will be given a client reference number to identify yourself.
  3. All supporting documents needed to prepare the returns will be requested from you via e-mail. You then will copy and mail them to Performance Tax & Business Services (PTS).
  4. PTS will contact you by e-mail to set up a phone appointment to go over your completed tax returns.
  5. Only at that time will you be asked for your Social Security numbers.
  6. Your return will be electronically filed when the electronic filing authorization forms are signed and returned and the tax return preparation fee is paid.
  7. The final return arrives in the mail on a CD.
  8. The organizer and returns are then managed within a secure document management system at Performance Tax & Business Services.
How much does it cost?
  • Form 1040 with Schedule A (Itemized Deductions) $250
  • Rental Property (Includes Set-Up & Depreciation) $70 each
  • Schedule C: Business $135
  • Schedule D: Capital Gains $30
  • Form 8283: Non Cash Contributions $30
  • Child Care $30
  • Form 2106 (Employee Business Expense) $30
Other charges may apply for work not listed. Should you need additional information on fees please contact us for a quote.
Additional benefits
  1. Returning clients receive a $35 discount.
  2. Free audit protection for any mail in audits. In person audit 20% discount.
  3. Free review of your last three years tax returns.
  4. Free half hour phone consultation on any tax issues or questions.
  5. Free written correspondence for any Federal or State tax issues.
 
 
 
Home | Features | Bookkeeping Services | FAQ | Privacy Policy | Terms of Service | Member Login | Sign Up

© 2004-2012 PropertyTracker.com