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More about tax preparation
The various types of San Diego tax preparers—including San Diego CPAs—bring different levels of knowledge and skills to tax preparation. The articles below offer tips and resources to help you choose the right tax preparation service for you.
TAX PROFESSIONAL INFORMATION
What is a tax professional?
Tax professionals have the skills, credentialing, and experience to help you prepare your taxes. They make a point of staying current on the frequently changing tax policies and regulations governing the calculation and filing of taxes. Consult the full article to find out how the differences between various tax professionals can impact your tax return and how much you might owe or receive as a refund when
What is a CPA (certified
Many accountants work within businesses in areas such as payroll accounting or cost accounting. Accountants who want to offer their services to the public at large must be licensed by the states where they live. This licensing usually requires that the candidate be examined and credentialed by the American Institute of Certified Public Accountants. To find out more about CPAs, see the article
CPA VETTING GUIDE
How to find a good CPA for
Before offering their services to the public, CPAs must demonstrate their knowledge and skills to the American Institute of Certified Public Accountants (AICPA). They also must be licensed in their respective states or territories. But how can you find out before meeting with them if they are licensed and their license is up-to-date? Check out the article before for ideas about vetting this and other aspects
of a CPA.
EA AND CPA PRIMER
EA vs. CPA tax professionals: what’s
Looking for facts about EAs and CPAs? Check out the primer below to learn about the differences between these tax preparers and find out how they line up with your specific tax situation and needs.
CONSIDERING TAX DOCUMENTS
What documents do I need to bring to my tax preparer?
Preparing your taxes often involves several documents: your tax return, of course, but also income statements like Form W-2 or Form 1099. It may also require proof of your identity, and the identities of your family members. You might need receipts and other evidence of payment to support some tax deductions, including Form 1098, your Mortgage Interest Statement. Here’s a quick overview of documents you might need
at tax time.
TAX ATTORNEY DESCRIPTION
Everything you need to know about
a tax attorney
Attorneys who specialize in the interpretation and application of tax policies and laws are known as tax attorneys. Tax attorneys can perform a number of services for individuals, businesses, and organizations. These can include the preparation of tax returns and providing tax planning guidance. To find out more, read the article linked below.
File taxes from your home in San Diego
Link up with TurboTax Live experts and CPAs for your best
Looking for tax help from a San Diego CPA? The knowledge and advice you need to file the best possible tax return is as near as your smartphone, tablet, or PC. Using one-way video, you can speak with TurboTax Live tax experts and CPAs right from the comfort of your home in San Diego. You’ll receive tax advice that will help you get all the tax credits and deductions you deserve to maximize your refund. For even greater convenience, you can have a dedicated tax expert do your taxes for you when you opt for Live
Impeccable standards you
One of the best things about TurboTax Live tax experts and CPAs is that each one is comprehensively vetted and has the ability and know-how to help you with your taxes. The TurboTax Live network consists of experienced tax experts and state-licensed and approved CPAs. They are well equipped to help you reduce your tax liability and file your return
Focused on your
Possessing high levels of tax knowledge and professional experience, TurboTax Live tax experts and CPAs have a gift for identifying the tax benefits that apply to your circumstances—tax breaks that can lower your tax bill and get you the largest refund possible. You can get help filing your taxes from real tax experts without leaving home to visit a San Diego CPA. Your TurboTax Live tax experts will zero in on your tax filing status—single, married, head of household—your claimable dependents, and even the basis of your income—employed, self-employed, or owner of a San Diego small business. They connect these details to tax regulations to produce the best outcome for you. They can even do your taxes for you, start to finish, when you upgrade to Live
Built for your convenience
Everyone has different preferences, so we built TurboTax Live so you can access it wherever and however you want. You can schedule your call for your convenience and connect with the internet-enabled device you prefer—smartphone, tablet, phablet, or PC. Whenever you connect, you’ll always have access to your TurboTax account. Inquire as much or as little as you like, in one session or even several. TurboTax Live is built for your convenience. A dedicated tax preparer can even prepare, sign, and file your taxes for you when you opt for Live
Available at the level
Just as TurboTax Live tax experts and CPAs adjust to your tax situation, so does the product. Depending on the tax forms you need to file, you can choose from Live Basic, Deluxe, Premier, or Self-Employed. No matter which product you choose, you’ll enjoy unlimited, seamless access to the advice, answers and filing assistance available from our network of tax experts and state-examined CPAs. Not only will they answer your questions, but a dedicated tax expert can even prepare your taxes for you, when you choose Live
A guarantee you can count on
From how you connect to the level of assistance you require, TurboTax Live flexes to your needs. We guarantee that the ideas, answers, and advice we provide to you will be 100% accurate. No matter where in the San Diego area you live—from Escondido to National City, from El Cajon to La Jolla, and all other areas in and around America’s Finest City—you can trust the quality, integrity, and accuracy of the tax filing assistance you get from TurboTax Live tax experts and CPAs.