|FREQUENTLY ASKED QUESTIONS|
What do I bring to my first meeting?
How long should I keep my tax returns?
The IRS may go back three years or two years from the time a return is filed. California and most states may go back four years. Sometimes a specific form from a prior year needs to be referenced to properly prepare a future year. If you are uncertain as to whether to keep a specific year, you may want to keep all tax returns indefinitely.
Where do I send my estimated tax payments?
All California residents, send your IRS payments to:
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