Fernando E Ruedas Botello

Serves Fullerton, CA

35244

Hired 10 times

2 employees

5 years in business

$80/hour

5.0

This pro accepts payments via Cash, Credit card, and Zelle.

Next Service

Hours

Sun 10:00 am - 5:00 pm

Mon 10:00 am - 5:00 pm

Tues 10:00 am - 5:00 pm

Wed Closed

Thurs 10:00 am - 5:00 pm

Fri 10:00 am - 5:00 pm

Sat Closed

Introduction

Mr. Fernando E Ruedas Botello has been serving clients in the financial services industry for over 15 years. Mr. Ruedas has been dedicated to tailoring his services to client’s needs and supplying the highest level of personalized service. He strives and pledges his commitment to earn his client’s business and respect each time they decide to do business with him or refer others to engage in the services he offers. Mr. Ruedas has helped many hundreds of small business owners succeed in starting and growing their own business by providing affordable and timely services. His goal is to provide a one-of-a-kind top-quality experience for everyone who meets him. Mr. Fernando Ruedas is available and ready, contact him and let him know how he can meet your unique needs. Fernando E Ruedas Botello| Enrolled Agent| Enrolled Agent Number: 00144894-EA|Intuit Certified Bookkeeping Professional| QuickBooks ProAdvisor| 3281 E Guasti Rd Ste 732 Ontario, CA 91761

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

The prices are subject to change based on the number forms and if it’s a business, trust, estate, or an exempt organization. I always add value to my client and love being of service.

What is your typical process for working with a new customer?

I Use a checklist. The checklist consists of the following. All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided from the payer. Form 1095-A (for health insurance purchased through a public exchange/marketplace), Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage). If you are a new client, provide copies of last year’s tax returns. The completed Individual Income Tax Organizer. Note: If you choose not to fill out the organizer, you must at least answer the “Yes” or “No” questions under “Questions — All Taxpayers.” Copy of the closing statement if you bought, sold, or refinanced real estate. Mileage amounts for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage. Detail of estimated tax payments made, if any. Income and deductions categorized on a separate sheet for business or rental activities. List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions. Copy of all acknowledgement letters received from charitable organizations for contributions made.

What education and/or training do you have that relates to your work?

BA Business Administration from the University of California at Riverside Admitted To Practice Before The IRS IRS Licensed Enrolled Agent QuickBooks Pro Advisor Online Intuit Professional Bookkeeper

How did you get started doing this type of work?

My partner Kelly Porter, has had her firm for over 5 years and I felt in love with the business.

What types of customers have you worked with?

I have collaborated with different clients. 80% percent of my clients are new businesses and businesses that need help with tax resolution services. For example, client’s that owed more than 10k to the IRS, State of California FTB, EDD, and CDTFA.

Describe a recent project you are fond of. How long did it take?

Successfully negotiated a tax resolution 193k back taxes case against the IRS. The taxpayer had previously paid thousands of dollars to a tax resolution company to help with the IRS debt. Unfortunately for the taxpayer the company was more concerned with making the most money. I took over and in less than 2 months I got the job done. There are red flags I learned from what dishonest tax resolutions firms do. Please contact me if you have any questions.

What advice would you give a customer looking to hire a provider in your area of work?

Please check their credentials and get different opinions from other tax clients. Make sure the person you’re speaking with will be doing the job. There are firms that outsource the work to other individuals and thus increase the price. That’s very popular in bookkeeping and tax resolution.

What questions should customers think through before talking to professionals about their project?

Find out the times and make sure they can add value and not just input data. Also ask questions as a good tax professional loves the subject and should be able to answer your questions. If they get annoyed the odds are higher that you’re speaking with a dishonest salesperson and their goal is to get the most of your hard-earned money.