Our year 'round office:
3532 Katella # 217 - Los Alamitos, CA 90720
Our seasonal office: 14726 Ramona, Suite S-19, Chino, CA. 91710
Bottom Line Income Tax is open six days a week during the tax season. Our email address is email@example.com. You may make an appointment by calling the office at 562 431-4733, or you may schedule your own appointment by following this link:
From May through December there are no fixed office hours, but we make individual appointments as needed. Most tax questions and problems are efficiently resolved through correspondence.
New clients can reach us through the contact page, existing clients should have our personal numbers from either the tax package or business card we gave you.
We look forward to serving you.
We hope you all have a great holiday season with your loved ones. As some of you may already know, as of July 1, 2022 my wife Debbie and I (Carlos) took over the tax office. We are excited to continue with Tony and Barbara’s legacy. Although Tony and Barbara are in Washington, they will continue to mentor us and provide guidance when needed. Going forward, Tony will not be in the office. With that in mind, our goal is to provide the same quality of service Tony and Barbara did and satisfy all your income tax needs.
As we get ready for this upcoming tax season, we wanted to remind everyone to start gathering all your tax documents to prepare for your appointment. This tax season we will open the tax office Monday through Saturday, and two Sundays a month. We do this to meet all our clients’ needs. As a reminder, every client needs to book an appointment by calling in, emailing us or online.
Lameece will Pre-schedule appointments for most of her clients; if you do not get pre-scheduled Debbie is available by phone Monday- Friday 9am-5 pm to schedule appointments.
If you haven’t heard, the IRS has hired several new agents. There is a likelihood IRS audits will increase. Clients with small businesses and rental properties have a higher likelihood of being audited. We want to remind everyone the importance of proper documentation and record keeping for all your business deductions. Please continue to keep a vehicle mileage log for all your business needs. A good way to document any non-cash charitable donations is by taking pictures of the items.
We tell you all this because unlike criminal law where we are innocent until proven guilty, with the IRS we are guilty until proven innocent. Having all your documents in line and available during an audit will help the audit be an open and shut case.
One last note about our fee schedule for the 2023 tax season. Last tax season we raised our fees to cover some of the additional costs that came up annually. The fees for this year will remain the same for short form fillings at $150, and long form fillings at $300. In addition to this fee, we will add $50 for each additional schedule (ex. Schedule C (business), Schedule E (Rental properties, Schedule D, etc.) For our corporate filling clients, the base fee will be $450, with possible additional fees, dependent on each individual situation.
We value you as a person and as a client and appreciate you valuing us and our time as well! Thank you again for your continued support and we look forward to a wonderful 2023!
See you soon!
Carlos & Debbie Silva and Lameece Stock
Your Bottom Line Staff