YOU'VE GOT BETTER THINGS TO DO WITH YOUR TIME
We'll do your taxes.
439 N. El Camino Real Ste B, San Clemente, CA 92672 • • 949-271-1200
cSAN CLEMENTE'S BEST, LOCAL, FRIENDLY, YEAR-ROUND TAX EXPERTS
relaxed atmosphere - confident professionals
tax season has been extended to july 15, 2020
we offer social-distancing tax preparation
drop-off, email or upload your documents
Monday-Friday 9-6, Saturday 9-5
OUR
SERVICES
INDIVIDUAL TAXES
Tax Preparation:
Single
Married filing jointly
Married filing separately
Head of household
Dependents
IRS/Franchise Tax Board
Received a letter?
Payment Plans
Individual Tax Planning
Prior Year Filing
IRS Tax Resolution
BUSINESS TAXES & SERVICES
Tax Preparation:
S Corporation | C Corporation
LLC
Partnerships
Trusts
Non-Profit
Self-Employed
Payroll Service
Bookkeeping
Set-up
Clean-up
Reconciliations
Reporting
Profit & Loss
Notary
Sales Tax Help
BUSINESS BUILDING
Business Structure
Entity Type and Set-up
Financial Organization
Cash Flow Assessment
Best Practices
Mastermind
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Webinars & Training
Fresh Ideas for Your Business
Workshops
Marketing & Small Business
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San Clemente Voice where Vicky is a Co-host.
Having earned an Enrolled Agent certificate from the IRS, allows me to expand the ways in which I can help our clients. Creating long lasting relationships that are based on the highest levels of professionalism, good old fashion hard work and exceptional customer service are my cornerstones.Education and sports have been a big part of my life. As a teacher, coach and administrator I developed valuable skills such as active listening, clear communication and creative problem solving. My areas of expertise include small business, real estate and rental properties. It is important to make sure my customers are not only well informed but understand their tax situation in order to make the best financial decisions to support their goals.
What can I say, I love numbers! There is just something about them I find fascinating. For many years, as I travelled the world, first as a retail buyer and then in sales and importing of consumer goods, I got used to working with really big figures. These experiences helped form my knowledge of business and entity structure. I had to keep great records and became adept at bookkeeping and corporate tax returns. Growing up the son of a banker, I guess it was inevitable that I would end up in a business using my attraction with numbers and taxes to help people with theirs. There are always changes to the tax laws and I enjoy helping people understand (and improve) their individual situations. I still enjoy travelling (after tax season, of course) but it’s much more fun to lay on the beach in Mexico than walk through the factories in Asia.
Sharing ideas with small business owners is one of my great joys! In representing taxpros+, I get to do just that! We are very active members of the business community where I have the privilege of being an Ambassador for the Chamber of Commerce, Board Member of the Downtown Business Association and Co-creator and Co-host of San Clemente Voice podcasts. People venture into business for different reasons but don’t always know what they've gotten themselves into! This is where I love meeting people, right in whatever part of the journey they are on. The variety of experience, lessons and knowledge which I have gathered over the years is what shapes my ability to offer creative, thoughtful and authentic feedback to those willing to take an honest assessment of where they are and where they want to be. Join my monthly Mastermind Group! Shop Local - Support Local!
Jean
The newest member to this great team! Born and raised in San Clemente, I am more than happy to help others succeed in this amazing city. My accounting degree from California State University San Marcos and now having become a CRTP, allows me to help clients with their income taxes and their bookkeeping. I enjoy being organized and learning new things every day, which is definitely needed in the tax and bookkeeping world. On my time off, I love playing and watching soccer! Se Habla Español
Helpful
RESOURCES
HELPFUL TAX LINKS
BUSINESS TAX LINKS
Frequently Asked
QUESTIONS
How much do you charge?
We aren’t sky high like some firms nor are we dirt cheap. We tend to land somewhere in between. Tax preparation is not just entering numbers in boxes. We have spent years studying and completing tax returns so we know the right questions to ask to help maximize your refund or minimize what you owe. We explain to you, simply and clearly, what goes into your tax return and alert you on upcoming changes to watch out for. The price you pay for preparation and filing of your return is just the beginning of the value we provide. We are open year-round to help you with tax planning or as questions or situations arise. We want you to think of us as part of your financial power team, helping you get where you want to go, successfully.
What's new for 2020?
This is a BIGGIE!: California continues the Individual Health Care Mandate Penalty: Open enrollment runs Oct. 15, 2019 - Jan. 31, 2020. If you do not obtain eligible health insurance for 2020, you will be subject to a penalty of $695 per adult and $347.50 per child or 2.5% of your annual household income (whichever is greater). This is assessed and collected when filing your 2020 taxes in 2021 on your California Form 540. There is some good news here! California has increased the income limits to qualify for premium assistance so you may now be eligible to have a portion of your premium covered by the state!
Withholding will now be calculated using the Percentage or Wage Bracket Method: One of the biggest changes, beginning with the 2020 Form W-4, is that employees will no longer be able to request adjustments to their withholding using withholding allowances. Instead, employees will use the new Form W-4 to provide employers with amounts to increase or reduce taxes and amounts to increase or decrease the amount of wage income subject to income tax withholding. The withholding tables have been revised to include three filing statuses: single, married filing jointly, and head of household.
Contributions to 401(k)'s and HSA's are increasing for 2020: Individuals can contribute $19,500 to a 401(k), up $500 and for HSA's the increase is $50 for an individual to $3,550 and $7,100 for families which is a $100 increase.
A new form 1040-SR has been drafted: It is intended for those 65 and over. If married, both spouses must be 65 or over and may not itemize. The font size is supposed to be larger and easier to read.
Can you help me with a letter I got from the IRS?
Yes! Even if it is a result of taxes you filed yourself or somewhere else.
Can you help me file several years’ worth of taxes?
Absolutely! We get this question a lot so don’t think you are alone. If you have missing documents, we can help you get transcripts from the IRS and take it one step at a time.
What is an Enrolled Agent?
You may have noticed that Brenda is an Enrolled Agent. This certificate is given by the IRS to individuals who have demonstrated their high tax knowledge by passing a three-part examination. Commonly referred to as an EA, someone with this certificate can represent a taxpayer before the IRS in matters of audits or to negotiate for taxpayers when large sums of money are due.
Is Social Security income taxable?
It depends. Actually, this is the answer to many tax questions. Depending on how much other income you have, up to 85% of your Social Security can be taxable income.
Is unemployment income taxable?
Yes... It is just like earning wages. Worker’s Comp. is not normally considered taxable. However, there are some employer provided insurance programs that may be considered taxable income.
Will the IRS ever call me?
First contact from the IRS should always be a letter sent via regular mail. Technically, they will call you if you have asked them to in response to a such a letter. No doubt you may have received one or more (many more in some cases) of those crazy calls saying they are coming to arrest you or our favorite, “a serious matter has been pressed upon your name.” HANG UP! Beginning 2018, the IRS did authorize certain collection agencies to call on their behalf. The names of those specific agencies may be found at
Can I deduct my horse?
Okay, this isn’t really a FAQ, but the answer is yes, only under certain circumstances. And yes, we have done it!