Complex Tax Filing
Tax Filing
Service Description
Submit an on-time tax return before filing deadlines. Extension filing is included and free of charge. Pre-requisites: - Have all W-2s , Tax Transcripts, and 1099s as needed - If itemizing deductions, submit all receipts and associated Real Estate Documents - Prepare all required Social Security Numbers if claiming dependents - Show proof of identification via Photo-ID - Previous Tax Return - Prepare bank account and routing numbers + credit/debit card for payment Agenda: - Create FreeTaxUSA Account - Educate client on Deductions, Credits, and potential Strategies - Submit Tax Return - Discuss Tax Strategy for next tax year What is a Complex Tax Return? - Unlimited amount of dependents - More than 1 Primary Residence - More than 1 Rental Property - More than 1 Simple Business - More Than 1 Complex Business a. S-corp or C-corp b. Complex partnership c. Late on any Estimated Quarterly Taxes - 1 or more Complex Business Structures discussed above
Cancellation Policy
To cancel or reschedule, please notify me 24 hours in advance via any means of communication. 100% Accuracy Guarantee If TaxVet makes an error on your tax return, we will fully reimburse you for any resulting penalties and interest. To qualify for the TaxVet's 100% Accuracy Guarantee, the error must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after October 15, 2025. 100% Satisfaction Guarantee I am so certain you’ll be satisfied with the tax preparation services at my office, you only pay us if you accept your return.** **By authorizing TaxVet to assist in filing your tax return or by taking the completed return to file, you are accepting the return and are obligated to pay all fees when due. Tax Audit Refund Policy Unfortunately, there will be no refund policy for Tax Audit Representation UNLESS my express representation has been shown and proven to further negatively compromise your pre-existing tax conflict For example: IRS conducts routine audit on your small business in which you have satisfied all tax compliance beforehand. My representation in front of any IRS officer levies additional audit surveillance for the same case, penalties, and/or interest due to my potential incompetence. The research, time commitment, and liability required to represent an individual in an IRS Audit are extensive and are subject to the posted rate in our services and fees.
Contact Details
4086417657
taxeswiththien@gmail.com
Cabrillo Avenue, San Jose, CA, USA
