The Tax Pros

WELCOME

We will maximize your return


We are a team of tax professionals located in San Diego, California, experienced in personalized tax preparation services for individuals and small businesses on a cost-effective basis. We know where to be aggressive, and which deductions and planning opportunities apply to your unique tax situation.



Office

TAX SERVICES

We will maximize your return


Income tax return preparation and compliance include, but are not limited to:
  • Individuals
  • Sole Proprietorship

Federal and all 50 state returns
Tax minimization strategies for individuals & businesses
Tax research and analysis for complex transactions
Tax implications of financial decisions
Tax projections

INTRODUCTORY PRICING

Free consultations
Competitive pricing
Federal & 50 states
W-2's, 1099's, etc.
Drop-off / Mobile services
Free E-File

NOW OPEN

HOURS OF OPERATION


Monday - Friday: 10am - 7pm
Saturday: 10am - 5pm
Sunday: by appointment only



Map

ABOUT US

Get to know the team


THE TAX PROS is, first and foremost, a client service organization. Our commitment to providing the finest quality of professional tax service and implementing a proactive approach in maximizing our clients' returns distinguishes us from other firms. We know where to be aggressive and which deductions and planning opportunities apply to your unique tax situation.

We offer the technical expertise, business expertise and objectivity to effectively deal with the challenges of today’s rapidly changing economic and political environment. We integrate our knowledge and personalization to customize our business and advisory services for each client situation to ensure the optimum result on a cost-effective basis.

Our company was founded on the principle of offering the community year-round professional tax preparation service that goes above and beyond expectations. We build customer trust on the foundation of fiduciary duty and ethical business practices that puts our clients first. Let THE TAX PROS assist you in ensuring you pay the lowest tax liability possible, now and in the future.
Office

CHECKLIST

Complete list of items to bring


Basic Icon

BASICS

    Last year's Federal & State tax returns
    Voided check for direct deposit of refund
    Copy of Social Security Card(s): You, spouse & all dependents
    Income/Wage statements
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HOMEOWNERS

    Mortgage interest year-end statement
    Home equity year-end statement
    Property tax information
    Purchase & home improvement info (if you sold your home)
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STUDENTS

    All receipts related to education costs [tuition, books, supplies, course materials, etc.] + 1098-T form
    Student loan information
    Grants & scholarship information
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BUSINESSES

    Income & expense reports
    Mileage logs for autos
    Receipts for business assets purchased
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WORK-RELATED RELOCATIONS

    Receipts for all moving expenses if you have moved 50+ miles
Form Description Price
1040 EZ
Up to 2 W-2s $60
+ $10 for each add’l W-2
1040
Up to 2 W-2s $120
+ $10 for each add’l W-2
W-2G
To report gambling winnings and any federal income tax withheld from winnings + $30 for each W-2G
1099-G
To report the amount of refund, offset, and credit of state income tax + $20 for each 1099
1099-R
To report a distribution from pension, annuity, IRA, and/or retirement plan + $20 for each 1099
2106
To report unreimbursed business expenses + $10
2441
To report dependent care + $40
3903
To report moving expenses due to change in principle work place + $50
8863
To report education credits + $40
SCH A
To report itemized deductions + $50
SCH B
To report interests and/or ordinary dividends + $40
SCH C
To report sole proprietorship Starting at $280
SCH D
To report capital gains and losses + $50
SCH E
To report rental real estate + $100 for initial property
+ $75 for each add’l property
EIC/CTC
To report Earned Income Credit and Child Tax Credit + $20

RESOURCES

Information to get you started


FEDERAL


Internal Revenue Service (IRS)
Comprehensive website for federal tax information -- forms, e-services, news, etc.

Electronic Federal Tax Payment System (EFTPS)
Online payment service for all federal income taxes.

ARTICLES


Frequently Asked Questions (FAQs) [IRS.gov]

CALIFORNIA


Franchise Tax Board (FTB):
Comprehensive website for California tax information -- tax forms, e-services, news, etc.

FTB - "My Account"
View prior years CA withholding, payments or refunds, & current account balance.

FTB - "Web Pay"
Free online payment service for CA personal income taxes.