Best Accountants in Stockton, CA

Yes! Through our portal we can upload your returns and other documents you provided (such as W2s). You can then download them anytime you wish to save or print. Ask for the electronic copy during your appointment so there will not be a charge to upload it later.

The Internal Revenue Service can audit back three years, and the State of California Franchise Tax Board can audit back four years. Both agencies can go back additional years, should they desire, if they find errors on the returns they audit and wish to inspect prior years for the same issues. In the case of fraud or suspicion of fraud, both agencies can go back an unlimited number of years. For these reasons, we suggest you keep all records required to support your tax returns for at least four years past the date of filing. Because certain items have an impact on tax returns far beyond this time span, any items being depreciated, as well as records supporting assets, such as your house, should be kept until at least four years beyond the filing date for the year in which you dispose of the item. If you have any carry forward net operating losses or credits, you should keep all returns and records supporting these figures for at least four years past the filing date of the last return to claim any of these figures.

Yes! We literally have clients all over the world! Many we have never met with face-to-face. We correspond via our portal and email, and we do phone appointments. We are looking at adding services such as GoToMeeting and/or Skype to be able to do more virtual appointments.

Yes! We have many clients for whom we only do their California Sales tax returns. California Sales Tax returns can be complicated, especially if you operate in more than one community. We are very knowledgeable about the California Sales Tax laws. In the event that the California Board of Equalization selects you for an audit, we can also represent you.

Yes! Contact us for a free checklist for starting a business! We offer a free one-hour consultation to help you determine the best choice of entity, and we will help you determine the feasibility of your business ideas. Be prepared: We are going to tell you the truth, and what you need to hear. We are not just going to tell you what you want to hear, because that is not going to help you. We want to see you succeed, and you cannot succeed if you are not getting the right information!