Welcome to Tax Season 2019-2.0 (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 2019. Please contact me immediately with any questions. Please Note I have moved to a new location and I do not take drop-ins. Please call/email/text me to schedule a face-to-face appointment.
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!
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 Tuesday, January 29, 2019
Tax Day #1 is Monday, April 15, 2019 (No extension)
Tax Day #2 is Tuesday, October 15, 2019 (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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