September 9, 2016

FAQ

Q1: Why does it take too long to get my refund?

A1: The IRS and FTB likes to take their sweet time. We recommend tracking your refund through our link here: IRS, FTB
But if you would like to follow up with the agencies yourself, here are their contact info:

IRS
880 Front St.
San Diego, CA 92101
(619) 321-5950
Franchise Tax Board
7575 Metropolitan Dr,
San Diego, CA 92108
(800) 852-5711

Q2: What should I do if I receive an IRS letter?

A2: Please email a copy of your IRS letter to [email protected] within 30 days of receiving

 

Q3: What should I do if I received a letter concerning the Premium tax credit?

A3: The premium tax credit regarding the proof of healthcare could affect your return. Please email your letter to [email protected] if you receive this.

 

Q4: I want to file my individual taxes, what documents do I need to prepare and send you?

A4: Please visit this link for a list of tax documents we’d like for you to gather: Individual¬†Tax Documents list

Q5: I want to file my business taxes, what documents do I need to prepare and send you?

A5: Please visit this link for a list of tax documents we’d like for you to gather: ¬†Business Tax Documents list. If you don’t do bookkeeping for your business, you can use this income statement document to help you prepare an Income Statement