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SmartTax& Finance

Greater Sacramento

Bring the letter. We will read it with you.

An opened envelope and the letter, lying flat on a desk
A letter on a kitchen tableA short stack of pages with a penFolders for the year, and the thinner returnA sealed window envelopeA note, a calculator, and a circled dayA residential street in greater Sacramento
A letter on a kitchen table, seen from the chair

Sit down with the papers

Most people arrive with a folder they have been putting off. We start there. The work is written down before it begins.

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Who sits down

A household with a notice. An owner in the first year of a company. Anyone whose books and return do not quite tell the same story.

A short stack of pages with a pen resting on them

What we take on

  • The return

    Household or company. You read it before it is filed.

  • The books

    Kept month by month, so they match the return.

  • One question

    A notice, a new company, or a choice you need before you file.

  • The year ahead

    What to set aside, and when.

Read what each one involves

How we start

  1. 01

    You write. The year, and the question, are enough.

  2. 02

    We answer with the papers we need, and a short letter: the work and the fee.

  3. 03

    You send the documents. We prepare. You read it before anything is filed.

  4. 04

    If the books should be kept, we agree on that separately.

A year of folders in a holder, and the thinner return beside them

Your papers stay yours

You get a list. Originals stay with you. If a figure is missing, we ask. We do not guess it.

Four notes from the first hour

A residential street in greater Sacramento

Mail the papers, or write

4100 Gaddi Dr, Unit 2, Sacramento, CA 95824. Monday through Saturday, by appointment.

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Write to us

The year, and what is sitting on the desk. That is enough to begin.

Sending opens your mail. It does not start the work.

Before you write

How do we start?
You write. The year and the question are enough. We answer with the papers we need, and a short letter: the work and the fee.
Where is the fee named?
In that letter, before the work begins. It is not on this page. It depends on the year in front of us.
Do my originals stay with me?
Yes. You get a list. You send copies. Originals stay with you.
Do you file before I have read it?
No. You read the return before anything is filed. The same is true of a reply to a notice.
What happens with a notice?
You bring the letter. We read it with you and say what it is asking. If more work follows, it is written down first.
Do you work in Russian?
Yes. Use the language switch, or simply write in Russian.