Taxes
California residents need to file state and federal tax returns when they have any significant taxable income. Even if the government doesn't require you to file, the forms could allow you to benefit from a refund or refundable credit. Be sure to consider hiring a professional preparer when you decide to complete a tax return for any reason.
We're offering tax help for individuals, families, businesses, tax-exempt organizations and others – including health plans affected by coronavirus.
The 2021 Economic Impact Payments Are Now on the Way
We're now sending the 2021 Economic Impact Payments in accordance with the American Rescue Plan Act of 2021, signed into law on March 11, 2021.
Didn't Get the First and Second Payments? Claim the Recovery Rebate Credit.
If you didn't get the full amount of the first and second Economic Impact Payments you were eligible for, claim the Recovery Rebate Credit on a 2020 tax return. Even if you aren't required to file, you must file a 2020 tax return to claim the Recovery Rebate Credit.
For status updates and information provided by the IRS.
Major Advantages
State and federal tax rules have become quite complex. You could spend numerous hours researching them, performing financial calculations, filling out forms, and checking your work for mistakes. On the other hand, a professional can complete these tasks for you and free up a considerable amount of time in your life. He or she will also provide accurate answers to a wide range of tax-related questions.
A skilled preparer can prevent errors that would trigger a penalty or audit. This expert knows how to complete a return as efficiently as possible, potentially enabling you to benefit from more deductions and credits. While professional tax services don't absolutely guarantee an audit-free year, you can rely on an expert to help answer any questions the Internal Revenue Service may ask.
Getting Started
When you know an experienced preparer is handling your return, you'll probably worry less and avoid stress. You won't have to wonder if you followed every instruction correctly or put each number in the right place. However, you still need to collect the appropriate documents so that your tax expert will have all of the necessary financial information.
What to bring to your visit:
- 1099-MISC forms
- Deductible receipts
- Investment income data
- Important statements
- W2 income forms
If you decide to hire a California professional, turn to the skilled preparers at the Christopher Zepeda Agency. Our friendly staff offers comprehensive state and federal tax services. We strive to complete each return with 100 percent accuracy and zero errors. You can also depend on our professionals to finish time-sensitive tasks promptly. Please call or visit the Christopher Zepeda Agency office today to learn more.