Maximize Your Refund
Expert tax preparation services for individuals and businesses.
About Paul's Tax Service Inc.
Mission
Remote Preparation Process
Services / Credentials
My mission is to simplify the tax preparation process for clients. I understand that taxes can be complicated and stressful, which is why I am committed to providing reliable and accurate tax services to individuals and businesses. My goal is to help clients achieve their tax objectives while minimizing their tax liability.
Paul's Tax Se
My mission is to simplify the tax preparation process for clients. I understand that taxes can be complicated and stressful, which is why I am committed to providing reliable and accurate tax services to individuals and businesses. My goal is to help clients achieve their tax objectives while minimizing their tax liability.
Paul's Tax Service Inc. is a Better Business Bureau (BBB) accredited business in operation since 1996.
Federally authorized tax practitioner (IRS Enrolled Agent) enrolled to practice and represent taxpayers before the Internal Revenue Service (IRS) and California Franchise Tax Board.
Services / Credentials
Remote Preparation Process
Services / Credentials
I provide the following services:
- Income Tax Preparation
(Personal and Business)
- Tax and Retirement Planning
- Small Business Consulting
- Quickbooks Online Wholesale Provider
- Notary Services
Credentials
- IRS Enrolled Agent (EA)
- Registered Tax Preparer with the California Tax Education Council (CTEC)
I provide the following services:
- Income Tax Preparation
(Personal and Business)
- Tax and Retirement Planning
- Small Business Consulting
- Quickbooks Online Wholesale Provider
- Notary Services
Credentials
- IRS Enrolled Agent (EA)
- Registered Tax Preparer with the California Tax Education Council (CTEC)
- Commissioned Notary Public of the State of California
- Authorized IRS and California E-File Provider
Education
- Bachelor of Science in Economics, University of Minnesota
- Master of Business Administration with an emphasis in Accounting, National University
- Tax Law Continuing Education
- Personal Financial Planning Certificate Candidate (Sep 2024), University of California Irvine
Remote Preparation Process
Remote Preparation Process
Remote Preparation Process
Tax returns are completed remotely by phone, Zoom, e-mail or text.
Remote tax preparation process initiated by e-mail, phone or text.
Step 1: Provide tax documents by uploading to my secure portal (send e-mail to request an invite link), e-mail with attached files, picture text, fax, U.S. Mail or Drop-Off at home office.
Step 2: Tax retur
Tax returns are completed remotely by phone, Zoom, e-mail or text.
Remote tax preparation process initiated by e-mail, phone or text.
Step 1: Provide tax documents by uploading to my secure portal (send e-mail to request an invite link), e-mail with attached files, picture text, fax, U.S. Mail or Drop-Off at home office.
Step 2: Tax return preparation process is started with questions sent by e-mail, phone or text.
Step 3: After all questions are answered, tax return is finalized, draft copy sent by e-mail for review and approval, signature documents sent by e-mail through “Docusign”, and an electronic invoice sent by e-mail to click and pay using credit/debit card or bank account ACH transfer.
Step 4: After signature documents are completed and payment for services received, tax return will be submitted electronically and final copy of tax return will be sent by e-mail.