O Mailing Address (Note: This is NOT the location of the office!) N 222431 Antonio Parkway, Suite B160-482 Rancho Santa Margarita, CA 92688 The office is located in Trabuco Canyon, CA. Contact us for specific address information. FAX NUMBER (877) 794-9998 Personal and reliable full-service tax preparation for the general public, but specializing in occupations in public safety & service, health care, and education industries.
Services include:
Our goal is to ensure each client gets the maximum legal deduction possible. Every client receives personal, friendly and reliable services. The greatest compliment we can receive is a referral by our clients to their friends and family members.
Find us on Facebook! For updates on relevant tax season information, you can follow us on Facebook. Send a friend request to Eleanor Kim Tax. USE THE WORKSHEETS! The worksheets have been revised and are in FILLABLE-PDF FORMAT! There is a GENERAL INFORMATION WORKSHEET that is for use by ALL taxpayers, as well as specialized deductions worksheets for various occupations. These deductions are still available on many state returns. Check them out on the WORKSHEETS link on the left. | APPOINTMENT SCHEDULING IS OPEN! Call (949) 364-2121 or e-mail eleanor@code-4tax.com to schedule. Appointments will be available Monday-Saturday. Appointments can be in-person (with COVID guidelines) or remotely (via Zoom or FaceTime). Mail-in processing is also still available. PLEASE DO NOT TEXT YOUR APPOINTMENT REQUESTS How does a remote appointment work? For a remote appointment, you'd keep your scheduled day/time, but you would send me your documents at least one day ahead of the appointment (preferably 2-3 days prior) so that the data can be entered prior to the meeting. Then the meeting time is used for answering questions, etc. After the meeting and the return is deemed finalized, we will either e-mail or mail you your returns, e-file forms and invoice to you, depending upon your technological-comfort level. How does mail-in processing work? If you send your documents via mail/e-mail/fax, I will process the return based on the paperwork you send, and if there are any questions, I will e-mail or call you to get the answers. The benefit to a mail-in is you may get faster processing than if you set an appointment a few weeks/months out. How do you want the documents sent to you? If by MAIL - PHOTOCOPIES, not originals! If by scan/e-mail: PDF format, NOT PHOTOS! Please group the documents into one file before sending (instead of sending each document separately). I recommend using an app like the Genius app, which will allow you to take a picture with your phone and the app will convert it to a PDF format. My fax number is (877) 794-9998. What documents do you need sent to you? Please include all W-2's, 1099's, 1098's and other tax documents. And PLEASE COMPLETE THE WORKSHEETS!! (see tab on the left). All clients should do the GENERAL TAX INFORMATION WORKSHEET. And then use the other worksheets that are applicable to your return. If you were required to work from home, please complete the HOME OFFICE WORKSHEET. Please do not send individual receipts -- tally all receipts into categories and enter them on the worksheet or summarize them on your own document. Information on Tax Changes for the 2021 Tax Year: For the most part, the tax laws are similar to last year. Here is a summary of important information.
Other Tax Topics: Mileage Rates: Business 56 cents per mile Charitable 14 cents per mile
Medical 16 cents per mile EDUCATION CREDITS: As with many other tax issues, the proliferation of fraud with the education credits has caused the IRS to crack a down a bit. Therefore, in order to claim college credits, you must have the 1098T form issued by the school. E-FILING START DATE: TBA REMINDER ON PARTNERSHIP DEADLINE: If you file a partnership business return form 1065, the due date has been changed from April 15th to March 15th. Regular corporate returns Form 1120 have been pushed back from March 15th to April 15th. S-Corp returns 1120S are due March 15th. |