Dollars and Sense, a California income tax preparation service, will guide you through the maze of tax laws. We are experts at tax preparation, and can help you maximize the deductions for which you are entitled.
To get started, please download and complete the Tax Organizer and checklist tax preparation form. This will help you (and us) to gather and arrange the correct information for easy and accurate tax preparation.
- 2007 Tax Organizer and Checklist (pdf, 47kB)
- 2008 Tax Organizer and Checklist (pdf, 47kB)
- 2009 Tax Organizer and Checklist (pdf, 47kB)
- Tax Planning Form (pdf, 573kB)
Once complete, please call us for an appointment. We will sit down, review your answers and find ways to fulfill your tax obligation while also minimizing your tax burden.
Our focus is tax avoidance, the legal process of finding ways to minimize your taxes. (The illegal version is called tax evasion) Most people are entitled to more deductions than they are aware. As experts in tax preparation, we know what questions to ask you in order to determine your greatest benefit.
Dollars and Sense is an IRS and FTB approved Electronic (e-file) Return Originator (ERO). Our Enrolled Agents can help you with...
- Tax Planning
- Tax Preparation
- Specialty tax issues: foreign earned income exclusions, short sale and foreclosure 1099-C and A
- Electronic Filing Prior Year Returns
- Amended Returns
- Representation in front of the IRS
- Issue resolution with IRS and FTB
- Power of Attorneys
- Offers in Compromise
- Abatement of Penalties
- Partnerships
- LLC's
- S and C Corporations
- Nonprofit Incorporation
- 501(c)(3) tax exemptions
- Sole proprietors
- Landlords
- Self-Employment
- Estimated Taxes
- Incorporation
- 1031 Exchanges
- AMT (Alternative Minimum Tax) Issues