Tax Services by Cindy Maddox

Many of you have known me for years as I have been preparing individual and small business tax returns for over 20 years. I know that each of you have different priorities and tax situations. That’s why I work with you on a personal level to determine the best solutions for your unique needs. No tax situation is beyond my seasoned expertise. My goal is to always make tax time as painless as possible for my clients. Together we can achieve the best possible results. Contact us today to get started!



Go ahead and take some time to view 2022 Tax changes and beyond!

Our Services

What we can do for you

Individual Tax Prep

Documents can be emailed, or faxed via my secure Efax account(see info below). To: Documents can be mailed, **emailed, or faxed to my secure Efax account.

**please email me when you are ready to send me your documents so I can send you a link to my secure portal.

Business Tax prep

I prepare Federal and (All) States Business Tax returns. Whether you are a Partnership, an LLC, a Corporation, or an S Corp, I can handle it. Effective tax preparation and planning can help you to minimize your tax liability. Staying on top of the latest federal, state and local tax legislation (PPP, SBA Grants, Tax Credits and other opportunities) can reduce Federal, State or local tax liabilities.

Bookkeeping

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping utilizing my QuickBooks to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Compliance Services

I am here to assist you year around in any compliance issues you may have. Whether it is un-filed returns for past years (federal, state, or local), variance letters received regarding discrepancies, or amended returns to report corrections, we can do what it takes to clear everything up. My fees for these services are on a case-by-case basis, reasonably priced. My goal is to give you "Peace of Mind" with settling these issues.

Tax Resources

Finding what you're looking for on the Internet can be a daunting task. I’ve made it a little easier by selecting a few of my favorite sites. Click on the link and find what you need.

The Internal Revenue Service: www.irs.gov
Downloadable tax forms and publications as well as a lot of great tax information.

Social Security Administration: www.ssa.gov
Learn how the Social Security Administration can help with your retirement, Medicare, disability, survivorship and other benefit questions.

U.S. Small Business Administration: www.sba.gov
You don't need an MBA to use the SBA. This site outlines everything in plain English. The SBA site contains a wealth of information for entrepreneurs and small business owners.

Franchise Tax Board (FTB) - State of California website: www.ftb.ca.gov

“Where’s my refund?”: www.irs.gov/refunds

TURBO SCAN APP: https://apps.apple.com/us/app/turboscan-document-scanner/id1017559099#?platform
If you do not have a scanner may I suggest downloading the TurboScan app on your phone. I use it all the time. It is quick, convenient, easy to use, and it’s FREE!

E-File/Paper Returns

E-File:

  • Fees must be paid before the tax returns are electronically transmitted.
  • Refund are usually directly deposited into your bank account within 2 weeks (must provide full bank acct # & routing #)
  • Refund mailed to your home in within approximately 3 weeks.
  • E-Filing your Federal and CA return is FREE! Multi State returns are xtra.

Paper returns: Occasionally tax returns do not qualify to be electronically filed. When this is the case I will prepare the return(s) and mail it(them) to you. Once received you will need to sign the return(s) and mail to the designated government agency (I will provide the pre-addressed envelope). You will need to mail the return(s) with some kind of proof of mailing. Refund Checks are usually mailed to your home in 4-6 weeks.



Appointments

Unfortunately, due to Covid restrictions I am not offering “in person” appointments at this time. Here is how we (you and I) will work together to get your taxes completed quickly, accurately, and with the best possible outcome:

New clients: Please fill out the Client Information form (see Forms below)

  • ✔ Gather together all you tax documents: W2’s, 1099’s, interest income, dividend income, sale of proceeds, profit & loss for self-employed, K1’s, mortgage interest statements, etc.
  • ✔ Provide me with any filing status change, address change, job change, or changes/additions to dependents.
  • ✔ Mail, **e-mail, or fax your document to me. I will reply that I received your documents. If you do not receive a reply, please call or text me so I can assure that I received your email.
  • ✔ We will communicate via email, text, or phone regarding your tax status and whether more info or documentation is needed. I will also be available to schedule Zoom meetings for those situations that need face to face contact.
  • ✔ After your tax returns are ready for completion, I will contact you again via email, text, or phone, and discuss the results. This is where you will need to verify your address and bank info for direct deposit.
  • ✔ Once the return is completed: I will email your signature forms to you, with a pay pal invoice for my fee.
  • ✔ Once I receive the signed forms and my invoice has been paid, I will e-file your tax returns.

**please email me when you are ready to send me your documents so I can send you a link to my secure portal.

Forms



8816 Foothill Blvd #103-118, Rancho Cucamonga, CA 91730

cindymaddox@yahoo.com

(626)643-9853

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