Online Tax Organizer
Please provide us the basic information about your tax return.
We are committed to ensuring that your information is secure. Please check our Privacy Policy
FAQ
What do you need to file taxes?
Every taxpayer’s situation is unique, and thus it is impossible to list all the items one must bring in for a tax appointment for every type of tax situation. When in doubt, bring the item in question to your tax appointment.
Do I need a tax appointment?
We would like to sit down and talk with you. The interview process may take from 30 minutes to 1 hour depending on your sources of income and deductions.
What do I do if a financial institution requests my tax information?
If you need us to send your W-2 forms or tax return(s) to someone else, i.e. a bank, financial advisor, etc., please call our office so we can have you sign the disclosure form. This applies to any type of communication with anyone other than you. You can find the Disclosure/Consent form on our website under Miscellaneous Forms.
Why should I choose you over your competitors?
Applied Bookkeeping & Tax Services are a team of talented bookkeepers and tax professionals with good work ethics, proactive attitude and strong client focus. We will always give that little bit extra personal care to put a smile on your face. We are confident that you will be delighted for choosing our bookkeeping & tax preparation service.
How do you guarantee my data security?
We have implemented very detailed and elaborate measures for your data protection, privacy and confidentiality. All our systems and servers are protected by bank level systems and firewalls. Our fool proof measures ensure 100% data security.
What do I do if there is bad weather or I want to change my appointment?
When we setup your appointment our scheduling system sends you an appointment confirmation email, within that email there are two options to either reschedule or cancel your appointment. Alternatively, you can call our office so we can either reschedule your appointment or come up with a different arrangement that will serve your needs. If you are concerned you may not be able to keep your tax appointment due to bad weather or sickness (or you just want to be in the comfort of your home), please call our office and drop off all your tax information before the day and time of your appointment. If you drop off your tax information before your appointment, we will be able to work on your tax return during the originally scheduled time. You can also reference the Instructions for Drop Offs checklist which you will find on our website.
How can I pay for my tax return?
We can take just about anything except foreign currency! Seriously though, we can accept the following forms of payment:
- Cash
- Checks
- Credit Cards
- Debit Cards
What if I don’t have the money to pay for my return upfront?
We try to make our fees as reasonable as possible, but we understand when times are tough. We give our clients the option to have your fees taken out of your refund automatically for a small fee . You can then have your refund put on a Visa prepaid debit card to spend anywhere that accepts Visa. This is yet another convenience factor we offer our clients!
Download Tax Preparation & Other Checklists
Before your appointment for Tax preparation, bookkeeping, entity formation or payroll please download the Checklist and bring everything that apply to your appointment.
What our client say about us…
Best staff that know how to care for consumers and know how to get their job done properly.
Would give 6 star if I could. Kind, courteous and most professional from the moment we walked in.
I’ve visited applied office today … Their services are amazing.
This accountant was very thorough and took time explain why he needed certain documents as well as completely redoing all of our paperwork due to a 220.0O omission on my part
Latest News & Articles
California 2023 New Year Update: Equal Employment, Leaves, Privacy Protections, and Minimum WageDecember 26, 2022 - 3:14 pm- Income Tax Checklist for the 2022 Tax YearNovember 1, 2022 - 6:37 am
- End-of-Year Tax Tips for 2022October 28, 2022 - 8:50 am
- File ERTC – Get Your Refund NowOctober 28, 2022 - 6:31 am
- When are 2023 My Taxes Due?October 21, 2022 - 7:22 am
