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(707) 861-0191
SONOMA TAX
SERVICES:
Included in Service:
- Dedicated Tax Professional – Enrolled Agent / CPA / or CTEC to work with you from start to finish.
- All Your Questions Answered – Guarantee.
- Tax Return Acceptance By The State & IRS Guarantee
- We offer in-person office meetings, Zoom, Texting, and phone consultations.
- Meet your dedicated Tax Professional In-Person as many times as you need.
- Max Refund Guarantee*
Included in Service:
- Dedicated Tax Professional – Enrolled Agent / CPA / or CTEC to work with you from start to finish.
- All Your Questions Answered – Guarantee,
- Tax Return Acceptance By The State & IRS Guarantee
- We offer in-person office meetings, Zoom, Texting, and phone consultations.
- Meet your dedicated Tax Professional In-Person as many times as you need.
- Max Refund Guarantee*
Included in Service:
- Dedicated Tax Professional – Enrolled Agent / CPA / or CTEC to work with you from start to finish.
- We Deal with the Federal Government.
- We File & Serve Your Documents if needed.
- Meet with your specialist as much as you need to.
- Coordinate & keep your application on track.
- All Your Questions Answered – Guarantee,
- Handle frustrating administrative work With The Government.
- We Guarantee Acceptance By The Federal Government.
- We Finish Your Application from Start to Finish.
FREQUENTLY ASKED QUESTIONS:
If I owe the IRS or the State of California, what are my payment options and payment plans available?
Payment Options for the IRS:
- Online Payment: Use IRS Direct Pay or pay by debit/credit card through a third-party processor.
- Payment Plan: Set up an installment agreement if you can’t pay the full amount at once.
- Check or Money Order: Mail a check or money order with your tax return or a payment voucher.
- Phone Payment: Pay by phone using the IRS pay-by-phone service.
Payment Options for the State of California:
- Online Payment: Use the California Franchise Tax Board (FTB) website to pay online.
- Payment Plan: Request a payment plan for larger balances, allowing you to pay over time.
- Check or Money Order: Send a check or money order with your tax return or a payment voucher.
- Phone Payment: Pay by phone using the FTB’s phone payment service.
Payment Plans:
- IRS Payment Plans:
- Short-Term Payment Plan: Pay your balance within 120 days without a setup fee.
- Long-Term Payment Plan: Monthly payments over a longer period; a setup fee applies.
- California Payment Plans:
- The FTB offers flexible payment plans based on your financial situation, allowing monthly payments.
Additional Help
Sonoma Tax Services can assist you with all of these payment options and plans. Clients are welcome to come to the office for in-person support in navigating the process effectively. If you have more questions or need further assistance, feel free to ask!
If you work in cash or get paid in cash, it’s important to keep good records for tax purposes. Here’s a list of paperwork you should consider bringing:
Documentation for Cash Income:
- Income Records:
- A log or ledger documenting all cash income received, including dates, amounts, and sources of income.
- Invoices or receipts for services rendered (if applicable).
- Bank Statements:
- If you deposit cash, bring bank statements to show deposits and identify cash income.
- Expense Records:
- Receipts for business-related expenses to claim deductions.
- Invoices for any supplies or services you purchased for your work.
- 1099 Forms (if applicable):
- If you received cash payments from a business or client that totals $600 or more, they might issue you a Form 1099-NEC.
- Tax Returns:
- Previous year’s tax return for reference, especially if you are filing taxes as a self-employed individual.
- Business Licenses or Permits:
- Any licenses or permits relevant to your work, if applicable.
Additional Considerations:
- Record Keeping: Maintain a consistent record of cash income and expenses throughout the year to simplify tax filing.
- Consultation: If you’re unsure about what to bring or how to document cash income, consider consulting with a tax professional for personalized advice.
Additional Help
Sonoma Tax Services can assist you over the phone or in the office with all services related to cash income documentation and tax filing. If you have more questions or need further assistance, feel free to ask!
How much time does it take to get my refund?
Estimated Refund Times:
- E-Filed Returns:
- If you e-file your return and choose direct deposit, you can typically expect your refund within 21 days from the date the IRS accepts your return.
- Paper Returns:
- If you file a paper return, it may take 6 to 8 weeks to receive your refund.
- State Refunds:
- State refund times can vary. Generally, e-filed state returns are processed faster, while paper returns may take longer. Check your state’s tax authority website for specific timelines.
Factors Affecting Refund Time:
- Errors or Inconsistencies: Mistakes on your return can delay processing.
- Additional Reviews: If your return is selected for review, it can take longer to process.
- Claiming Certain Credits: If you’re claiming certain tax credits, such as the Earned Income Tax Credit (EITC), refunds may be delayed until mid-February.
Additional Help
Sonoma Tax Services can assist you with tracking your refund and addressing any questions you might have over the phone or in the office. If you have more questions or need further assistance, feel free to ask!
When do you charge for tax preparation?
Information about Tax Preparation Charges
At Sonoma Tax Services, we typically charge for tax preparation based on the complexity of your tax situation. Here are some common factors that can affect the fee:
- Type of Tax Return: Individual, business, or specialized returns may have different pricing.
- Complexity: Returns with multiple sources of income, deductions, or credits generally require more time and expertise, resulting in higher fees.
- Additional Services: Services such as bookkeeping, audits, or consulting may incur additional charges.
Additional Help
Sonoma Tax Services can provide a detailed quote based on your specific needs. Feel free to reach out to us over the phone or visit our office for personalized assistance!
What are the different types of ways filing your tax return? Married, Single……Filing Jointly?
1. Single
- For individuals who are not married, legally separated, or divorced as of the last day of the tax year.
2. Married Filing Jointly
- For couples who are married and choose to file a combined tax return. This status often provides access to higher income thresholds and more tax benefits.
3. Married Filing Separately
- For married couples who choose to file their tax returns separately. This might be beneficial in certain situations, such as when one spouse has significant medical expenses.
4. Head of Household
- For unmarried individuals who pay more than half the cost of maintaining a home for themselves and a qualifying person, such as a child or dependent.
5. Qualifying Widow(er) with Dependent Child
- For individuals whose spouse died within the last two years and who have a dependent child. This status allows for the same tax benefits as married filing jointly.
Additional Help
Sonoma Tax Services can assist you in determining the best filing status for your situation and help with all aspects of filing your tax return. Feel free to contact us over the phone or visit our office for personalized assistance!
I am a first time home buyer, what documents or forms do I need to bring to my free consultation?
If you’re a first-time homebuyer preparing for a consultation, here’s a list of documents and forms you should consider bringing:
Documents for First-Time Homebuyers:
- Identification:
- A government-issued ID (e.g., driver’s license or passport).
- Financial Information:
- Recent pay stubs (typically covering the last 30 days).
- W-2 forms or 1099s from the last two years.
- Bank statements (covering the last two to three months).
- Tax returns from the last two years.
- Credit Information:
- A copy of your credit report (if available) or knowledge of your credit score.
- Proof of Additional Income (if applicable):
- Documentation for any additional income sources (e.g., bonuses, alimony, child support).
- Debt Information:
- Details on any outstanding debts (e.g., student loans, credit cards).
- Budget and Savings:
- A summary of your monthly budget and savings plan for a down payment.
- Pre-Approval Documents (if applicable):
- Any pre-approval letters from lenders.
Additional Help
Sonoma Tax Services can assist you with navigating the documentation process and provide guidance tailored to your situation. Feel free to reach out to us over the phone or visit our office for personalized assistance!
What types of child credits are available for taxpayers with children?
Here’s a list of the types of child-related tax credits available for taxpayers with children:
1. Child Tax Credit (CTC)
- A credit available for each qualifying child under age 17. As of recent tax years, the maximum credit has been $2,000 per child, with up to $1,600 being refundable for low-income taxpayers.
2. Additional Child Tax Credit (ACTC)
- A refundable credit for individuals who qualify for the Child Tax Credit but do not receive the full amount. This can provide a refund even if you owe no tax.
3. Child and Dependent Care Credit
- A credit for expenses related to the care of a child (under age 13) while you work or look for work. The amount of the credit is based on your qualifying expenses and income.
4. Earned Income Tax Credit (EITC)
- A refundable tax credit for low-to-moderate-income working individuals and couples, particularly those with children. The amount of the credit varies based on income and the number of qualifying children.
5. Dependent Exemption
- While no longer available as a personal exemption, children can still be claimed as dependents, which may provide tax benefits through various credits and deductions.
Additional Help
Sonoma Tax Services can assist you in determining which credits you qualify for and help you maximize your tax benefits. Feel free to reach out to us over the phone or visit our office for personalized assistance!
I have taken money out of a 401(k) for school, an emergency, and/or to buy a house. What forms do I need?
If you’ve taken money out of a 401(k) for school, an emergency, and/or to buy a house, here are the forms and documentation you may need:
Forms and Documentation:
- Form 1099-R:
- This form reports distributions from retirement accounts, including 401(k) withdrawals. You should receive this from your plan administrator.
- Withdrawal Documentation:
- Keep records of the withdrawal amount and the reason for the withdrawal, especially if you’re claiming a penalty exception (like for a first-time home purchase or educational expenses).
- Proof of Expenses (if applicable):
- For educational expenses, have receipts or invoices for tuition and related costs.
- For home purchases, documentation like a purchase agreement or closing statement can be helpful.
- Form 5329 (if applicable):
- If you owe a penalty for early withdrawal (before age 59½) and don’t qualify for an exception, you may need to file this form to report the penalty.
- Tax Returns:
- Keep a copy of your tax return for the year in which you made the withdrawal, especially if you reported the distribution.
Additional Help
Sonoma Tax Services can assist you with understanding the implications of your 401(k) withdrawal and help you prepare any necessary forms. Feel free to reach out to us over the phone or visit our office for personalized assistance!
What is the Earned Income Credit, and what forms do I need to bring in?
The Earned Income Credit (EIC) is a refundable tax credit designed to benefit low-to-moderate-income working individuals and families, particularly those with children. It helps reduce the tax burden and can result in a refund, even if you owe no taxes.
Eligibility Criteria:
- You must have earned income from employment or self-employment.
- Your income must be below a certain threshold, which varies based on filing status and the number of qualifying children.
- You must meet specific age, residency, and filing status requirements.
Forms and Documentation to Bring:
- Form 1040:
- This is the main tax return form you’ll be filing.
- Schedule EIC:
- If you have qualifying children, this form helps you calculate the credit.
- Proof of Earned Income:
- W-2 forms from your employer.
- 1099 forms if you are self-employed.
- Social Security Numbers:
- For you, your spouse (if filing jointly), and any qualifying children.
- Tax Returns:
- Copies of your previous year’s tax return for reference.
- Other Income Documentation:
- Any additional income statements if applicable, such as unemployment benefits or other sources.
Additional Help
Sonoma Tax Services can assist you in determining your eligibility for the Earned Income Credit and help you prepare the necessary forms. Feel free to reach out to us over the phone or visit our office for personalized assistance!
What is the Child Care Credit and Dependent Care Credit, and what forms do I need?
Here’s an overview of the Child Care Credit and the Dependent Care Credit, along with the forms you may need:
Child Care Credit (Child and Dependent Care Credit)
The Child and Dependent Care Credit is a tax credit that helps working parents pay for childcare expenses while they work or look for work.
Eligibility Criteria:
- You must have incurred childcare expenses for children under age 13 or for a disabled dependent.
- The care must allow you (and your spouse, if filing jointly) to work or look for work.
- You must have earned income.
Forms and Documentation to Bring:
- Form 1040:
- The main tax return form where you will report the credit.
- Form 2441:
- This form is used to calculate the Child and Dependent Care Credit and must be attached to your Form 1040.
- Childcare Provider Information:
- Name, address, and Social Security number (or Employer Identification Number) of the childcare provider.
- Documentation of the amount paid for childcare expenses.
- Proof of Work:
- Any documents that show your employment status, such as pay stubs or employer letters, if needed.
Additional Help
Sonoma Tax Services can assist you in understanding the Child and Dependent Care Credit and help you prepare the necessary forms. Feel free to reach out to us over the phone or visit our office for personalized assistance!
Other Services:
About Us
State & IRS Approved Tax Preparation
We work directly with the Federal and State Court EVERYDAY. We have the relationships and experience with the California State Franchise Board & the IRS to get you the best possible results for your case. Money-Back Guarantee *Restrictions Apply.
- Relationships and experience with the Court to FINISH your case.
- Money-Back Guarantee *Restrictions Apply
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Our Services
Why Work With Us
#1 Sonoma County Tax Company -Working Local in Sonoma County for 50 years.
Dedicated Tax Team
Your Team: CPA, Tax Professionals, Enrolled Agent, Financial Planner, and more.
More comfortable meeting in person? Please come to our office and meet with your specialist.
Your Team has worked on Over 1000 Tax cases.
We know the process. Professional & Efficient.
Power full Team
The Sonoma County Pro Tax Team
Amy Locknich
Tax Assistant/ Tax Law Paralegal
Robert Plains
Certified Financial Analyst/ Tax Specialist
Troy Smith
Senior Tax Law Specialist/ Enrolled Agent/ IRS Tax Preparer / Accountant
Ciara Kappern
Chief Financial Officer
Testimonials
What Clients Say About Us
Your Trusted Partner for California and IRS Tax Issues
“Troy Smith, a tax specialist at Sonoma Tax Services, was a lifesaver when I faced overwhelming tax challenges with the IRS and state regulations. Sonoma Tax Services has built a strong reputation as the go-to provider for tax preparation and resolution in California. The professionals here are well-known and respected in the community, and even the IRS representatives recognize their expertise by name.
Their commitment to helping clients navigate complex tax issues—from filing returns to resolving disputes—sets them apart. With a focus on minimizing tax liabilities and ensuring compliance with both federal and state requirements, Sonoma Tax Services is dedicated to making the tax process as smooth as possible for everyone. You can trust them to be your reliable partner in managing your tax concerns efficiently and effectively.”
Peter Norton
Sonoma County Resident
Save Money and Time with Sonoma Tax Services
“Save money and hire Sonoma Tax Services. My entire tax resolution process was handled efficiently in just a few months. After spending a significant amount on other tax advisors, I finally reached out to Sonoma Tax Services—and I’m so grateful I did! Their expertise helped me navigate my tax issues with the IRS and California’s tax regulations, allowing me to save both time and money. Trust Sonoma Tax Services to guide you through the complexities of tax preparation and resolution.”
Helen Newberg
Cotati, CA
Expert Support from Sonoma Tax Services
“Ben Smith, my tax advisor at Sonoma Tax Services, helped me resolve my complex tax issues with the IRS and California’s tax authorities. Thanks to his expertise, I successfully navigated my tax obligations and minimized my liability. Words can’t express my gratitude and appreciation for the professional services I received. Sonoma Tax Services truly stands out for their commitment to client success and their comprehensive approach to tax preparation and resolution.”
Shannon Newberg
Santa Rosa, CA
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Exceptional Service from Sonoma Tax Services
“My tax advisor at Sonoma Tax Services handled all the necessary paperwork for my tax resolution, ensuring I met all deadlines and requirements. With their help, I was able to resolve my IRS issues efficiently and with minimal stress. Job well done, and thank you, Sonoma Tax Services, for your exceptional support during a challenging time!” – Serena Bader
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