AccuBooks Tax - Services

Tax Services

Individual Tax Returns (Federal and State)
Multi-State Tax Returns
Electronic Filing
Amended Tax Returns
Foreign Bank Accounts Filing Requirements (FBAR)
Business (Sole Proprietorships, Partnerships)
Trusts
Estates
Non-profits

Tax Planning and Consulting Services

Retirement
Change in filing status (marriage, divorce, death, children)
Other situations (sale of residence or capital assets, education, job change, etc.)

Representation before the IRS and FTB

Tax agency correspondence
Correspondence audits
I do not currently support in-person tax agency return audits.

Notary Services
I offer Notary services in the local area of Arroyo Grande and vicinity.

Notarial acts require personal attendance.
Standard fees apply per signature notarized.
Additional costs apply for ancillary services (travel, copies).

Feel free to contact this office about situations not specifically identified above.

PRIVACY POLICY
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Safeguarding Taxpayer Information

Safeguarding taxpayer information is a top priority for the Internal Revenue Service and for this practice. Taxpayer information is information furnished in any form or manner by or on behalf of taxpayers for preparation or filing of their returns. Providers must safeguard taxpayer information from unauthorized disclosure, use and destruction. As required, security systems are in place to prevent unauthorized access by third parties to taxpayer accounts and personal information.
Read more here.