Tax Genius

Serves Paramount, CA

35244

Hired 704 times

2 employees

7 years in business

Not yet available

4.9

This pro accepts payments via Apple Pay, Cash, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

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Introduction

At Tax Genius, we're dedicated to our clients and staying current on confusing new tax laws. Over 25 years of experience in individual and small business income tax preparation. Authorized IRS E-file Provider, Itemized Deductions, W-2, Self-Employed-1099. Rapid Refund- $1,500 Cash Advance option available. Appointment required for office visits. Also can prepare returns remotely by uploading documents through Tax Genius app or secure email portal.

Q&A

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

Pricing is affordable and varies depending on complexity of the tax return. Prices start at $249 for most returns

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

We’re dedicated to our clients and staying current on confusing new tax laws. We’re always ready for the toughest situations.

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

Over 20 years of experience in income tax preparation. Authorized E-file Provider, Itemized Deductions, W-2, Self-Employed-1099. Rapid Refund- $1,500 Cash Advance option available.

How did you get started doing this type of work?

Working with customers to maximize their refund and finding all deductions is our number one priority

What types of customers have you worked with?

Individual Returns, Self-Employed, Small Business Returns, LLC's, Partnerships

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

Most taxes can be done in person or remotely. Specializing in current and prior year tax returns , extensions, and amendments.

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

Make sure your tax preparer is an authorized e-file provider through the IRS.

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

-All Income Documents: Copy of Last Year’s Tax Return(Form 1040), Employer (W2), Self-Employment (1099-MISC,Schedule C), Social Security(SSA-1040)/Retirement, Dividends (1099-DIV), Interest (1099-INT), Stock or Mutual Fund sale (Schedule D), Rental Property*(Schedule E), Unemployment(1099-G). Small Business Income and Expenses. -Health Insurance Verification: For Taxpayer(s) and Dependents -Expense Documents: To Support Filing (1098-Mortgage Interest Statement, Child/Adult Care, Charitable Contribution Statements, ,etc.)