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FREQUENTLY ANSWERED QUESTIONS
At TaxPros in San Clemente, we understand that navigating tax preparation and estate planning can raise a lot of questions—whether you're filing as an individual, running a business, or looking for guidance from a trusted tax or estate planning consultant.
That’s why we’ve put together answers to some of the most common questions we receive about our services, pricing, filing deadlines, and more. Our goal is to make the process as clear and stress-free as possible, so you can move forward with confidence.
If you don’t see your question here, feel free to reach out. Our experienced team is always happy to help.
HOW MUCH DO YOU CHARGE?
We believe in fair, transparent pricing. We’re not a high-end boutique firm, and we’re not a bargain operation — we tend to land comfortably in the middle.
Tax preparation is more than entering numbers into boxes. It reflects years of training and experience, knowing the right questions to ask, helping maximize refunds or minimize what’s owed, and explaining everything clearly so there are no surprises. Our preparation fees are based on the forms required and the overall complexity of the return, and we always confirm pricing after reviewing documents and before filing.
We are also open year-round. Support outside of tax preparation — such as responding to tax letters, tax planning, and addressing questions or situations as they arise — is provided on a consult basis and billed accordingly.
This approach allows us to be available when you need us, while keeping preparation fees fair and focused.
We’d be happy to be part of your financial power team.
CAN YOU HELP ME FILE SEVERAL YEAR'S 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 Jean, JJ and Zach are Enrolled Agents. This certificate is given by the IRS to individuals who have demonstrated their high tax knowledge by passing an extensive 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.
DOES THE 'BIG BEAUTIFUL BILL' LEGISLATION ELIMINATE SOCIAL SECURITY TAXES?
No, the "Big Beautiful Bill" (also known as the "One Big Beautiful Bill") does not eliminate taxes on Social Security benefits. While the bill does include a temporary tax deduction for seniors, it does not remove the existing taxation of Social Security benefits. Specifically, the bill includes a $6,000 deduction for individuals over 65 with incomes below $75,000, which can offset taxes on Social Security income for some, but it does not eliminate taxes on Social Security for everyone.
DOES THE 'BIG BEAUTIFUL BILL' ELIMINATE TAXES ON OVERTIME OR TIPS?
Under the proposed bill, overtime pay and tips would be treated as tax-deductible income, meaning workers could subtract those amounts from their taxable wages for federal income tax purposes. However, not all workers would be eligible. The bill caps the total overtime deduction at $12,500 per individual ($25,000 for a joint return). It also limits eligibility to individuals with adjusted gross incomes up to $150,000 (or $300,000 for joint filers) and phases out the deduction by $100 for every $1,000 of income above those thresholds.
These earnings would not be completely tax-free. The exemption applies only to federal income tax. Federal payroll taxes—which fund Social Security and Medicare—would still apply. Workers may also still owe state and local income and payroll taxes depending on where they live.
Finally, these deductions would begin in 2025, but they are temporary and currently scheduled to expire after December 31, 2028.
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 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 www.irs.gov.
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