First, you contact us and make an appointment. You can use the contact form, call 415-216-5064, or email admin@taxninja.com. Then our team members assist you every step of the way in organizing your tax documents and securely uploading them to us. Clients that get us their documents more than 3 days prior to their appointment earn a $50 discount.
Next comes the actual appointment. Your preparer prepares the majority of your return prior to speaking. This allows us to track down any missing information, hunt for additional deductions, answer your questions, and strategize for the coming year during the appointment. Once complete we securely transmit you the return for review and electronic signature. Signed returns are electronically filed asap and upon acceptance you are notified.
What if you have questions later in the year? Whether you’re getting married, exercising stock options, buying or selling assets, or moving to another state or country, we are open year round. Contact us anytime with your questions or concerns. We are your dependable resource and do not nickel and dime our existing clients to answer simple emails.
Sure! We ❤️ humans! Call us at 415-216-5064 and select option 1 in the phone system. Tela is standing by!
We predominantly service individuals, small businesses, and nonprofits. Most of our individual clients must navigate their employee stock options, self-employment, rental property, multistate, and international issues. 65% or more of our business and individual clients are in software and technology.
We also possess intimate knowledge of the following niche industries: photography, advertising production, filmmaking, YouTubers, visual and industrial art, electronic music, mobile gaming, special events production, medical practice, hairdressers and estheticians, tattoo artists, real estate, automotive, and anything and everything to do with Yoga.
LGBTQ+ & Polyamorous people. Hello Lesbians, Gays, Bisexuals, Transgender people, Queer folks and everyone else that needs to be included. We got your back. Matthew does loads of estate planning and tax preparation for LBGTQ+ individuals, couples, and people in alternative multiparty family structures and has done so for 20 years. He is quite informed on LGBTQ+ issues such as the tax deductibility of gender reassignment surgeries, hormone therapies, adoption, in-vitro fertilization and surrogacy, how best to hold title to assets, and the tax and financial issues of people living with HIV as well as the multitude of issues polyamorous people face regardless of the number of people involved.
We are a virtual paperless office but our Tax Preparers are in California and administrative staff are in Springfield Missouri. We don’t really do in person appointments anymore but if you really want to meet in person we can certainly make ourselves available.
During tax season, time is at a premium. The sooner we have your documents the better we can work to ensure nothing is rushed and everything is accurate. Clients who transmit us their documents 3 or more business days in advance of their appointment receive a $50 discount!
Phone, Video Conference, or even Email Correspondence.
Absolutely. Our office is virtual and our clients reside all over America and even abroad.
The IRS has very strict data handling requirements. We have a secure upload portal that we will provide when we get your appointment set up. Alternatively, we can accept documents by physical mail. Please send them with tracking and let us know they're on thier way.
Please don’t send them via e-mail, as this is the weakest link in security around handling sensitive documents. We also ask that you not share them via services like Google Docs or Dropbox.
Once we've prepared your taxes, you'll be e-mailed an invoice. That e-mail contains a link that you can use to pay by credit or debit card. Please note that we do not accept American Express at this time.