I launched Secure Taxes in 2004 and in that time I have grown from having one staff preparer to four. By being well staffed I am able to offer my clients timely and efficiently prepared returns. Tax work for both the Federal and CA returns are billed by the form - a basic fee schedule is available on request. Other entity work and out of state returns are charged at our current hourly rate of $170 per hour.
For consultation and tax planning the hourly rate applies. Clients may be secure in the knowledge that their returns have been prepared accurately since all returns are reviewed by a second tax professional before they are provided to the client. Our office is protected by an alarm system, nightly we lock-up client files and our server is turned off nightly and locked in a separate room.
We do not put any information regarding our clients in the trash we use an on site shredding service. 8 years experience with the Internal Revenue Service - Federal Instructor, Office Auditor and Taxpayer Service Specialist.
For consultation and tax planning the hourly rate applies. Clients may be secure in the knowledge that their returns have been prepared accurately since all returns are reviewed by a second tax professional before they are provided to the client. Our office is protected by an alarm system, nightly we lock-up client files and our server is turned off nightly and locked in a separate room.
We do not put any information regarding our clients in the trash we use an on site shredding service. 8 years experience with the Internal Revenue Service - Federal Instructor, Office Auditor and Taxpayer Service Specialist.
Services
Secure Taxes Incorporated provides the following services to individuals, small business, rental owners, trusts and estates.
Additionally we offer notary services to our clients.
At Secure Taxes Incorporated, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing regulatory environment.
At Secure Taxes Incorporated, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to meet your financial goals.
Additionally we offer notary services to our clients.
At Secure Taxes Incorporated, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing regulatory environment.
At Secure Taxes Incorporated, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to meet your financial goals.
Have you just started a new business?
Did you know expenses incurred before a business begins operations are not allowed as current deductions?
Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins.
However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
Did you know expenses incurred before a business begins operations are not allowed as current deductions?
Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins.
However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
The $5,000 deduction is reduced by any start-up or organizational costs which exceed $50,000.
Following are some generally recognized financial planning tools that may help you reduce your tax bill.
Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
Health Savings Accounts (HSAs) - If you have a high deductible medical plan you can open an HSA and make tax deductible contributions to your account to pay for medical expenses.
It's possible there could be additional extensions, so check with your tax advisor for the latest information.
Individuals must pay the third installment of 2021 estimated taxes, if not paying income tax through withholding (Form 1040-ES).
Calendar-year corporations need to pay the third installment of 2021 estimated income taxes.
Calendar-year S corporations must file a 2020 income tax return (Form 1120S) and pay any tax, interest and penalties due, if an automatic six-month extension was filed.
Individuals must pay the third installment of 2021 estimated taxes, if not paying income tax through withholding (Form 1040-ES).
Calendar-year corporations need to pay the third installment of 2021 estimated income taxes.
Calendar-year S corporations must file a 2020 income tax return (Form 1120S) and pay any tax, interest and penalties due, if an automatic six-month extension was filed.
These calculators have been provided as a resource for you to help plan your financial matters.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice, or supplement the advice of a professional advisor.
There is not and can not be a guarantee of their applicability or accuracy in regards to your individual circumstances.
All examples are hypothetical and are for illustrative purposes.
You are encouraged to seek personalized advice from qualified professionals regarding all personal finance issues.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice, or supplement the advice of a professional advisor.
There is not and can not be a guarantee of their applicability or accuracy in regards to your individual circumstances.
All examples are hypothetical and are for illustrative purposes.
You are encouraged to seek personalized advice from qualified professionals regarding all personal finance issues.
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