Yes, we offer tax planning services to help minimize your tax liability and maximize your tax savings.
You can schedule an appointment by calling our office or filling out the contact form on our website.
We provide tax services for personal, a variety of businesses including sole proprietorships, partnerships, LLCs, S-corporations, and C-corporations. We also provide services for estates, trusts and non-profits.
As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.
For most returns, people will need their ID, W-2's, and banking information. For detailed returns, you will need to bring all related tax documents. We've created a list of required documents - What to Bring to your Tax Appointment.
If you are booking an appointment with Tax Cottage and we completed your taxes for you, then you do not need to bring a copy of your tax returns. If you are a new client or filed elsewhere last year, then you will need to bring a copy of last year's tax return.
To check the status of your Federal return, you can check the IRS website at https://www.irs.gov/.
For the state of California, you can check your refund status at https://www.ftb.ca.gov/