Karen is a registered tax preparer with the California Tax Education Council (CTEC) and is bonded. Karen has been in business for over 37 years and has extensive experience in tax preparation, bookkeeping and payroll services. Karen also specializes in small business, corporations and partnership tax returns providing consultation for start up companies.
Marcy is a registered tax preparer with the California Tax Education Council (CTEC) and is bonded. Marcy has been employed with KLP Tax for over 20 years and has been preparing returns for over 14 years. In addition to being a tax preparer Marcy maintains the role of office manager and payroll manager. Tracy is a dedicated KLP Tax employee with excellent attention to detail and professionalism which makes her an asset to KLP Tax as our payroll administrator.
Ricky Has been at KLP Tax for over 20 years. Ricky is our office administrator, tax auditor, and marketing manager. Ricky assembles our tax return packages for our clients. Ricky also handles all of our shipping and mailing of documents to our clients making sure they get their information securely.
Marcy is a registered tax preparer with the California Tax Education Council (CTEC) and is bonded. Marcy has been employed with KLP Tax for over 20 years and has been preparing returns for over 14 years. In addition to being a tax preparer Marcy maintains the role of office manager and payroll manager. Tracy is a dedicated KLP Tax employee with excellent attention to detail and professionalism which makes her an asset to KLP Tax as our payroll administrator.
Ricky Has been at KLP Tax for over 20 years. Ricky is our office administrator, tax auditor, and marketing manager. Ricky assembles our tax return packages for our clients. Ricky also handles all of our shipping and mailing of documents to our clients making sure they get their information securely.
Services
KLP Tax provides tax preparation services for individuals, corporations, partnerships and estates.
We prepare your return as if it were our own, taking care to double check everything we do to ensure accuracy.
We are an e-file provider and e-file the returns that we prepare, which provides you with the fastest refund.
When Filing your own return, you may overlook deductions that can benefit you, so come see us and let us take the burden off your shoulders.
In addition to preparing your tax return, we provide tax planning for all of our clients to help minimize tax liabilities.
We prepare your return as if it were our own, taking care to double check everything we do to ensure accuracy.
We are an e-file provider and e-file the returns that we prepare, which provides you with the fastest refund.
When Filing your own return, you may overlook deductions that can benefit you, so come see us and let us take the burden off your shoulders.
In addition to preparing your tax return, we provide tax planning for all of our clients to help minimize tax liabilities.
KLP Tax provides full payroll service your way.
We will provide your payroll to suit your needs as we can prepare checks, stubs or direct deposits if you prefer to write you own checks.
We will prepare both state and federal quarterly reports and handle the payments of your employer tax liabilities on your behalf.
Services also include preparation of year end reports and printing your W-2's and 1099's.
In order to make things more convenient for you, you can come in, fax or email us information.
We will provide your payroll to suit your needs as we can prepare checks, stubs or direct deposits if you prefer to write you own checks.
We will prepare both state and federal quarterly reports and handle the payments of your employer tax liabilities on your behalf.
Services also include preparation of year end reports and printing your W-2's and 1099's.
In order to make things more convenient for you, you can come in, fax or email us information.
Information about health coverage for yourself, your spouse (if married filing jointly) and form 1095-A if you had covered California.
A copy of your federal and state income tax returns for the prior year or last 3 years (New Clients Only).
A non-expired government issued Photo ID, and Social Security cards for yourself, spouse and dependents.
Forms 1098, property taxes paid, DMV tag renewal license fee, charitable contributions, required and not reimbursed employee expenses, and all other itemized deductions if applicable.
A copy of your federal and state income tax returns for the prior year or last 3 years (New Clients Only).
A non-expired government issued Photo ID, and Social Security cards for yourself, spouse and dependents.
Forms 1098, property taxes paid, DMV tag renewal license fee, charitable contributions, required and not reimbursed employee expenses, and all other itemized deductions if applicable.
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