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      • Sacramento Tax Services
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  • Home
  • Our Prices
  • Our Services
  • CTA/ BOIR Filing
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    • Sacramento Tax Services
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Your Premier Tax Service

Your Premier Tax ServiceYour Premier Tax ServiceYour Premier Tax Service


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Tax Preparation | Entity Formation | Tax Consultation

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(559) 733-8637 (559) REFUNDS

2024 TAX FILING Deadlines

IR-2024-04, Jan. 8, 2024

WASHINGTON — The Internal Revenue Service today announced for most taxpayers, the deadline to file their personal federal tax return, pay any tax owed or request an extension to file is Monday, April 15, 2024. An extension gives you until October 15, 2024, to file your 2023 federal income tax return. 


For S-Corporations and Partnerships , the deadline to file their federal tax return, pay any tax owed or request an extension to file is Friday, March 15, 2024. An extension gives you until September 16, 2024, to file your 2023 federal income tax return. 

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3 Options for Getting Your Tax Returns Prepared

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Schedule an in-office appointment to have your tax returns prepared while you wait. 

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Drop Off

Schedule an Appointment

Schedule an Appointment

Contact us to schedule a time to drop off your tax documents, and we'll prepare your tax returns and notify you when they're ready for pickup.  If you prefer, we can also arrange for you to sign the documents electronically.

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Click the link below to email us, and we'll send you the link to download our tax app.

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Corporate transparency act (CTA)

What is CTA?

Beneficial Owner Information (BOI)

Beneficial Owner Information (BOI)

Corporate Transparency Act (CTA) is a U.S. federal law aimed at enhancing transparency and preventing the illicit use of anonymous shell companies for money laundering, terrorist financing, and other illicit activities. The CTA was enacted as part of the National Defense Authorization Act for Fiscal Year 2021 (NDAA 2021) and was signed into law on January 1, 2021.

Beneficial Owner Information (BOI)

Beneficial Owner Information (BOI)

Beneficial Owner Information (BOI)

 Beginning January 1. 2024, covered entities must provide information about each beneficial owner, including their full legal name, date of birth, current residential or business address, and a unique identifying number from an acceptable identification document (e.g., driver's license or passport).

Reporting to FinCEN

Reporting to FinCEN

Reporting to FinCEN

The information on beneficial owners is to be reported to FinCEN through a new database that will be created for this purpose. The information is not public and will be accessible only to certain authorized government authorities, such as law enforcement agencies.

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BOI e-Filing Alert

Reporting to FinCEN

Reporting to FinCEN

Federal appeals court has reinstated BOI filing requirements and most small businesses now have a January 13th 2025 deadline.  For a full summary from FINCEN please see their recent news alerts at https://www.fincen.gov/boi.
Below are the extended deadlines:

  • Businesses existing before 1/1/2024:    filing deadline: 01/13/2025
  • New Businesses created on or after 09/04/2024 - 09/23/2024:   filing deadline: 01/13/2025
  • New Businesses created between 09/23/2024 - 12/03/2024:   filing deadline: 01/13/2025
  • New Businesses created 12/03/2024 - 12/31/2024:   filing deadline: 101 days from creation


More Information

Downloads

Download the 2023 Individual Tax Organizer / Required Forms & Documents

How to Scan Documents Using an iPhone (PNG)

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2024 Individual Taxpayer Organizer (pdf)

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Individual Returns Required Documents (pdf)

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Business Returns Required Documents (pdf)

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Self-Employed Worksheet (pdf)

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Rental Property Worksheet (xlsx)

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Unlock Potential Savings: Why Every Self-Filer Should Take Advantage of Our Free Tax Review Service

Welcome to our free tax review service, where we invite every self-filer to discover the potential benefits they might be missing out on. Many of our clients start their tax journey confident, armed with their own research and the resolve to tackle their filings alone. Yet, despite their best efforts, some details may slip through the cracks, often resulting in costly oversights. It’s these subtleties where our expertise can make a significant difference.


Especially if you manage investment accounts, rental properties, have recently sold your primary residence, or moved from another state, our complimentary review is tailored for you. These elements add complexity to your taxes, increasing the likelihood of errors.


We offer this service at no cost for two compelling reasons: Firstly, it's complimentary, providing you with expert insights without any expense. Secondly, and perhaps most importantly, tax errors that are in your favor must be claimed within a specific timeframe—three years from the filing of the original return or two years after the tax was paid, whichever is later. Missing this window means forfeiting potential refunds.


Let us help ensure you’re not leaving money on the table. Take advantage of our offer, and reach out today. Let’s make sure you’re getting the most out of your tax returns!

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amending a return

5 things the IRS wants you to know before amending a tax return:

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Taxpayer Bill of Rights

Each and every taxpayer has a set of fundamental rights they should be aware of when dealing with the IRS. Explore your rights and our obligations to protect them.

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It’s almost here!

The deadline is approaching fast to file 2024 tax year individual return, Forms 1040, April 15, 2025.

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About Us

Our Credentials

Our Enrolled Agents are Tax Experts. We are federally-licensed tax practitioners who have technical expertise in the field of taxation and are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. Our firm provides a level of personal service that is like none other.

Maximize Your Tax Refund

Maximize Your Tax Refund

We look beyond the numbers, our tax preparers provide our clients with tax advice for current and future tax years to maximize their tax refunds. 

Customer Experience

Customer Experience

We are knowledgeable and efficient, yet, precise and detailed in preparing your tax return with one focus in mind, minimize your tax liability and/or maximize your tax refund. Your satisfaction is our ultimate goal.

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Click on "SCHEDULE AN APPOINTMENT", call us or visit us and get your tax returns prepared TODAY. We accommodate most clients even outside of our business hours, whenever possible. And remember, our office is open ALL YEAR ROUND.

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