April 27, 2015
Skylar Dubrow, CPA
Blog
If your tax returns have been filed (as most of our clients’ have), I do hope you’ve taken the ripe chance afforded to you to scrutinize your year, and your financial health. And, even if you’re on extension, it’s good to pause here before summer and consider where you’re headed — financially, and otherwise.
So, I thought that this could be the perfect time to help our Thousand Oaks tax preparation clients through a little check-up.
Read MoreApril 20, 2015Skylar Dubrow, CPABlog
This is never a very fun “holiday”, but it’s worth marking every year.
Friday, April 24th is our National “Tax Freedom Day” — that’s the date by which you’ve finally worked enough days just to pay off your taxes for the year. The rest of the year is your “take home” pay, as it were. 🙁
This date includes payroll taxes,
Read MoreApril 13, 2015Skylar Dubrow, CPABlog
The loudest thing I want you to hear from this post is this: THANK YOU for your trust, Thousand Oaks.
Our primary work for this tax season has just about wrapped up.
But notice I said “primary”, there … you see, unlike some tax professionals, we make it a point to do a bit more than simply “fill out forms”
Read MoreApril 6, 2015Skylar Dubrow, CPABlog
This has been an intense tax season.
For those of us in the tax professional community, there have been emails, message board postings and blog posts flying about the difficulties that many have been facing with regards to all of the additional paperwork called for in the ACA (“Obamacare”) regulations — not to mention the normal round of new tax law changes that we saw.
Read MoreMarch 30, 2015Skylar Dubrow, CPABlog
I’ve heard rumors that (for some unknown reason) many people don’t like to file taxes?
It appears that most folks do NOT like to fill out reams of paperwork only to finally discover how much money they are really giving to the IRS!
This, of course, is why we work so hard — to make this process as painless as possible,
Read MoreMarch 23, 2015Skylar Dubrow, CPABlog
Spring has officially sprung and we’re working like busy bees on client tax returns these next few weeks before April 15th, and I would like to say: if you have not yet done so, we need to get your information to complete your return as soon as possible.
This has been a very busy season … so as much as you can enable us to do our work on your behalf,
Read MoreMarch 16, 2015Skylar Dubrow, CPABlog
Brackets, brackets, brackets.
Depending on when you read this, you may have already filled yours out (or it may already be busted!). Billions fly around every year (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know.
You know what else is a big part of this season?
Read MoreMarch 2, 2015Skylar Dubrow, CPABlog
I wrote this piece a couple months ago to my business clients and colleagues, whom I keep in touch with outside of these “Personal Strategy Notes”, and I felt that as we turn the corner into March (and we’re staving off the lions, hoping for lambs), it was something that ALL of my contacts should hear.
It’s about how we process the world around us.
Read MoreFebruary 23, 2015Skylar Dubrow, CPABlog
As I’m sure you’ve heard me say before, it’s a good idea to check the accuracy of those tax statements you receive in the mail.
Well, on Friday the 20th (Friday afternoon being the perfect time for dumping this junk into the media), those of us who were paying attention found out that almost 1 million taxpayers who purchased Obamacare health insurance (the Affordable Care Act) don’t have to bother —
Read MoreFebruary 9, 2015Skylar Dubrow, CPABlog
The tax world was roiling late last week over some fraud detected from within TurboTax.
Here is the story: http://onforb.es/1DNkQot
Essentially, the makers of the software detected a level of fraud occurring in state tax return submissions that made them decide to completely shut down submission of those returns for a period of time. Eventually, they determined that the apparent source of the fraud was outside of their system,
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Preparing a correct and accurate tax return is our priority. We proudly stand behind our work and if a mistake does happen that is our fault, we will immediate correct the mistake and gladly refund your money if requested.
If any penalties or interest are incurred due to our mistake, we will do everything we can to fix the problem and cover any penalties should they arise.
We feel so confident in our processes to account for all deductions and uncover hidden deductions that we guarantee that you will pay the lowest amount of taxes legally possible. We spend a good amount of time correcting and fixing other so called tax pros mistakes and oversights.
We are so committed to giving out clients the best service. We do this by taking thte time to understand our clients situation and asking the right questions to make sure every deduction is accounted for. And remember we work for you, NOT the IRS.
Not only do we prepare an accurate tax return, we will inform you of tax saving strategies and best record keeping practices should we see fit.
Starting January 1, 2017, all our returns come with our “Silver” Stress Free Audit Insurance, FREE with paid tax preparation. Our Silver package includes our full support when handling IRS and State Notices for the 2016 tax year. If you receive a notice, send it to us and we will work with you to organize the required documentation and we will respond to the IRS on your behalf.
“Many tax experts are predicting an increase in IRS audits (because of the system automation), as well as an increase in audits by the state”
Our Gold Package adds our representation for an actual IRS audit for the current year. Whether it be an “audit by mail”, or an actual audit at one of the IRS locations, we will work with you to compile all the necessary documentation and represent you in front of the IRS for no additional charge. Our fees to represent our clients in an audit scenario can range from $1000- $2500 & up depending on time and complexities.
Our Gold option is an optional add on service & not included with regular tax preparation. Gold protection covers the current tax year only regardless of when you get audited.
The IRS and state authorities are behind in auditing tax returns and matching reporting documents to tax returns.They are currently working on 2012 & 2013 years.
Our Platinum level package covers you for a period of 7 years. It Is just like our Gold package, but it includes the currtent year and 6 prior years. We will provide audit coverage for prior years tax returns, even if we did not prepare them.
How is that for taking care of our clients! Once the Platinum level package is purchased, only the gold level will be required in future years as the previous years have been protected by the one time Platinum purchase.