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Tax preparation & planning

Taxes due and no time for an office visit?

Send your papers online, meet by phone or Zoom, and we file it right.

  • Enrolled Agent
  • 20+ years
  • Canoga Park, CA

“QA was incredible to work with, and found the best deductions. Queen was able to help me plan for a better tax situation this year. As long as they are in business, QA Accounting Solutions will be my only accountant.”

Russell K. · TaxBuzz · May 2017

What is virtual tax prep?

Your return is done by the same Enrolled Agent you'd meet in the office. You just don't have to drive to Canoga Park.

You send your papers through ClientHub, a secure client portal. Nothing private goes by email.

Who is this for?

  • Busy people who want a real tax pro, not tax software
  • Small business owners with business and personal returns
  • Clients who moved away but want to keep us
  • Anyone who wants a second look at last year's return

Options

Returns we prepare

One office for every return, so nothing falls through the cracks.

Personal

W-2 and 1099 income, rentals, investments, credits and deductions.

A good fit when: Workers, freelancers, families and retirees.

Business

Schedule C businesses, self-employment tax and quarterly payments.

A good fit when: Owners who report business income on a personal return.

Partnership & Corporate

Business returns with K-1s that match each owner's personal return.

A good fit when: Partnerships, S corps and C corps.

Gift & Estate

Gift tax and estate returns, done with the whole family picture in mind.

A good fit when: Executors, trustees and people giving large gifts.

Out-of-state

Moved this year, earn money in another state, or live outside California? Each state gets the return it needs.

A good fit when: Anyone with income in more than one state.

Start-ups

Start-up costs, business type and quarterly taxes set up right from the first filing.

A good fit when: New business owners in year one or two.

What to send

A typical list. We'll send you one made for your return after we talk.

  • Last year's federal and state returns
  • W-2s, 1099s and any K-1s
  • Form 1098 (mortgage interest) and property tax bills
  • Business income and expense records
  • Receipts for donations
  • Health coverage forms (1095-A if you used Covered California)
Upload through ClientHub

Process

How it works

A tax professional going over paperwork with a client in a small office
  1. Step 1: Answer a few questions

    Tell us what you need. It takes a minute.

  2. Step 2: Meet by phone, Zoom or in person

    Pick what's easiest for you.

  3. Step 3: Upload papers safely

    Send everything through ClientHub, our secure portal.

Straight answers

Is virtual tax prep safe?

Yes. You upload papers through ClientHub, a secure portal, instead of email.

Can I still meet in person?

Yes. Our office is at 22156 Sherman Way, Suite D in Canoga Park. Online is a choice, not a rule.

I already filed. Can you check my return?

Yes. The Take Two® consultation is a free second look at a return you already filed.

Do you do returns for other states?

Yes. Out-of-state and multi-state returns are part of what we do.

Get started

Ready when you are.

Book a free consultation, or log in to ClientHub if you're already a client.

  • Enrolled Agent
  • 20+ years
  • Canoga Park, CA
Step 1 of 3

What do you need help with?

Tap one. It takes under a minute.

“QA was incredible to work with, and found the best deductions. Queen was able to help me plan for a better tax situation this year. As long as they are in business, QA Accounting Solutions will be my only accountant.”

Russell K. · TaxBuzz · May 2017

Rather talk now?

Call the office and talk to a real person.

(818) 344-1100Book a consultation