Welcome to our FAQ page! Here, we’ve compiled answers to the questions we hear most often from our clients. Whether you’re new to tax filing or returning for another year, we’re here to make the process as clear and easy as possible. If you don’t see your question here, please don’t hesitate to contact us directly — we’re always happy to help!
Income
W-2s and/or 1099s (contract work, unemployment, retirement, etc.)
Homeowners
Mortgage Interest Statement (Form 1098)
Property Tax Statement
1099-INT (if you received interest income)
Proof of solar panel purchase or installation (if applicable)
Purchased a new home? Bring your closing statement.
Education
Tuition Statement (Form 1098-T)
Student Loan Interest Statement (Form 1098-E)
Donations
Receipts from Goodwill, Salvation Army, churches, or other qualified charities
DMV & Vehicle Info
Vehicle registration fees
Purchased a new car? Bring the purchase contract
Medical Expenses
Out-of-pocket medical and dental expenses (excluding cosmetic procedures)
Work-Related Expenses
Tools and equipment
Uniforms (not suitable for everyday wear)
PPE or safety gear
Union dues
Job-related training or continuing education costs
Child Care
Proof of child care expenses
Child care provider’s name, address, and EIN or SSN
Investments
1099-B or other investment income forms (including Robinhood, stocks, crypto, etc.)
New Clients
Copy of last year’s tax return
Dependent information
Year-end pay stub (December)
Valid photo ID(s)
Best contact phone number
Other Questions
Do you own rental property or a small business? Let us know so we can guide you on additional documents you may need.
Yes! We provide fast and secure electronic filing for both federal and state returns. E-filing helps speed up the processing of your tax return and ensures you get confirmation once your return is accepted.
Absolutely. We prepare and file tax returns for all 50 states. Whether you moved during the year or earned income in multiple states, we can handle your multi-state tax filings.
Yes. We specialize in tax preparation for LLCs and small businesses, including single-member LLCs. We handle all relevant forms, including Schedule C and state LLC forms.
No worries — we can help you file back taxes to get caught up. Filing previous years’ returns can help you avoid penalties and comply with IRS requirements. Contact us for a personalized plan.
Yes — we offer amended tax return services depending on the reason for the amendment. For our current clients, we can electronically file amended returns for up to three past tax years. This covers corrections such as additional income, missed deductions, or filing status changes.
Pricing depends on the complexity of your return. We recommend contacting us for a personalized quote based on your individual or business tax situation.
During tax season (mid-January through mid-April), we’re open Monday through Saturday, 8:30 AM to 8:00 PM, and accept walk-ins as well as appointments. Outside of tax season, we are open by appointment only to better serve your needs.
After filing, you’ll receive confirmation that your return was accepted. Refund processing times vary but typically take 2-3 weeks for e-filed returns. We’re here to help if you have any questions or need to track your refund status.
No worries — we can help you file back taxes to get caught up. Filing previous years’ returns can help you avoid penalties and comply with IRS requirements. Contact us for a personalized plan.
You can call our office at (760) 352-3148 or the owner’s cell at (760) 455-4171. Alternatively, fill out the contact form on our Contact page, and we’ll get back to you promptly.
The standard deadline for filing federal income tax returns is April 15 each year. However, if April 15 falls on a Saturday, Sunday, or a legal holiday, the due date is extended to the next business day. It’s important to file or request an extension by this deadline to avoid penalties.
Yes! Call us to request an extension if you need more time to submit your tax return, free of charge
Important: An extension is an extension to file, not an extension to pay. If you owe taxes, you will begin to accrue interest after the April 15 deadline. The extension only saves you from the non-filing penalty and must be filed by the extension deadline.
Absolutely. Just give us a call to request a digital or printed copy of your previous tax returns. For your security, we’ll always verify your identity first — so please be prepared to provide a valid ID or confirm specific tax-related details.
We securely store client tax records for up to seven years. If you need copies within that timeframe, just reach out — we’re happy to help.
Itemized deductions may include mortgage interest, property taxes, medical expenses, charitable donations, state and local taxes, and certain work-related expenses. We’ll help you determine if itemizing offers you a better refund than the standard deduction.
Don’t ignore it — these letters can lead to penalties if left unaddressed. Call us right away so we can review the notice and guide you in responding properly. We’re here to help you understand what it means and what steps to take.
This is most likely a scam. The IRS and FTB do not contact taxpayers by text or email. Their primary method of communication is by official letter sent through the mail. Do not click any links or reply. If you’re unsure, call us and we can help verify it.
Yes! We offer virtual tax preparation services for clients who are out of town or unable to visit our office in person. To get started, you will need to send all your tax documents and personal information securely via email. It’s crucial that these documents are complete and accurate to ensure your taxes are prepared correctly. Our consultants will carefully review everything and contact you promptly if any additional information or clarification is needed. After preparation, we will send your completed return back to you for thorough review and electronic signature. Once approved, you can make your electronic payment, and we will handle the rest — filing your return safely and electronically on your behalf. Call us today to discuss this option.
Absolutely! If you’re local but prefer not to sit down for an appointment, you can simply drop off your tax documents at our office. Please fill out our drop-off form with your contact information and any important notes. Once we receive your documents, our team will begin preparing your return and will call you when it’s ready for review and pickup. This way, you can have your taxes handled efficiently without needing to spend time in the office.
(760) 352-3148
cebrerostaxconsultants@gmail.com
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