Tax Preparation FAQs | Santa Monica Tax Preparer, CPA & Tax Accountant

Tax Preparation FAQs for Santa Monica Clients

This page answers the most common questions I receive as a tax preparer, tax CPA, and tax accountant serving Santa Monica individuals and small businesses.

Q: Do you provide tax preparation services for Santa Monica residents?

Yes. I provide professional tax preparation services for individuals, families, freelancers, and small businesses located in Santa Monica. I prepare both federal and California tax returns and work with Santa Monica clients year-round.

Q: Are you a licensed CPA?

Yes. I am a licensed Certified Public Accountant (CPA) and also hold a JD, allowing me to approach tax preparation with a high level of accuracy, compliance, and legal awareness.

Q: What types of tax returns do you prepare?

I prepare a wide range of tax returns, including:

  • Individual tax returns

  • Joint and family returns

  • Self-employed and freelance returns

  • Small business tax returns

  • S-corporation, LLC, and partnership returns

  • Returns involving rental properties, investments, and K-1s

Q: Do you work with high-income taxpayers in Santa Monica?

Yes. Many of my Santa Monica clients are high-income earners with complex tax situations involving equity compensation, multiple income streams, real estate, or business ownership.

Q: Do you only handle tax preparation, or do you offer tax planning as well?

My primary service is tax preparation, but I also provide tax planning and year-round tax accounting support for Santa Monica clients who want proactive guidance.

Q: Can you help if I received an IRS or California FTB notice?

Yes. If you receive an IRS or California Franchise Tax Board notice, I can review the letter, explain what it means, and prepare a proper response. Many Santa Monica clients contact me after receiving CP2000 notices or audit letters.

Q: Do you work with freelancers and independent contractors?

Yes. I regularly prepare tax returns for freelancers, consultants, and 1099 contractors in Santa Monica, including those in entertainment, creative, and professional services.

Q: Are your services available year-round or only during tax season?

I work with Santa Monica clients year-round, not just during tax season. This includes estimated tax calculations, planning, and IRS correspondence.

Q: How do I get started?

You can contact me directly through the website or by phone to schedule an appointment. All tax preparation services are handled personally and professionally.