Welcome to Tax Season 2018-2.0 (Extension Filers)!

I am glad you FINALLY decided to make the SWITCH to AAR3 Tax & Accounting Services, and for all of my returning clients welcome back!

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Let's do this!

This page is designed to provide you with the basic information needed for us to engage in 2018.  Please contact me immediately with any questions.

The AAR3 Tax & Accounting Services Advantage:

  • I provide upfront pricing for most services
  • I am open all 12 months of the year
  • I listen and take time to understand your unique needs and concerns
  • You can always call or text me with immediate questions and issues
  • You deal directly with me and not my staff
  • I store the documents you submit
  • I offer free E-filing
  • For current clients, I do not charge for quick and reasonable questions during the year
  • Once you join the AAR3 Tax & Accounting Services family, you are part of my crew!

I offer numerous ways for you to submit documents.  Please choose the method that works best for you!

Ways to Submit Documents:

  • Client Portal:  A more secure way to submit documents!
  • Email: Season 2018!
  • US Mail:  AAR3 Tax & Accounting Services, PO Box 547, Brentwood, CA, 94513
  • Face-to-face appointment:  Call or text me @ (510) 593-8768 to schedule an appointment

No two Taxpayers have the same filing situation! Preparing your tax return is a document driven process, these are some of the general items I will need.

Typical Documents I Need to Prepare Your Tax Returns:

  • Primary Documents: W-2s, 1099s, Mortgage Interest Statements, Donation Details, Simple P/L for Business/Rentals, K-1s,  etc.
  • Last Filed Tax Return:  Federal and State (New clients only)
  • Every Taxpayer's situation is unique; please call me for a customized list

Is there anything else you need to know?

Useful Tax Season Information:

  • The IRS officially opens for E-filing starting Monday, January 29, 2018
  • Tax Day #1 is Tuesday, April 17, 2018 (No extension)
  • Tax Day #2 is Monday, October 15, 2018 (With extension)
  • Check your IRS refund status: Click Here
  • Check your FTB refund status: Click Here

I am very excited to assist you this year, and I look forward to speaking with you soon!

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