What is a virtual appointment?
We have gone virtual! Save your valuable time and gas money! Schedule your phone or Zoom appointment today.
We will send you a link to your secure portal where you will be able to do the following: create/update your profile, answer questionnaires, upload your tax forms, sign tax returns and pay tax preparation fee and you will always have access to all your tax returns and documents for future use.
We will send you a link to your secure portal where you will be able to do the following: create/update your profile, answer questionnaires, upload your tax forms, sign tax returns and pay tax preparation fee and you will always have access to all your tax returns and documents for future use.
Why use Integrity Tax Financial & Insurance?
As an Enrolled Agent, I have garnished "Elite" status with IRS and am admitted to practice before the IRS on behalf of any individual or business tax client.
We guarantee your satisfaction! We have decades of experience and are committed to being your professional tax advisor for life! Our goal is to understand your whole financial picture so we can make recommendations to save you on taxes, increase your take home pay and plan for your future including: purchasing a home, college and/or retirement savings and other important short term goals.
We guarantee your satisfaction! We have decades of experience and are committed to being your professional tax advisor for life! Our goal is to understand your whole financial picture so we can make recommendations to save you on taxes, increase your take home pay and plan for your future including: purchasing a home, college and/or retirement savings and other important short term goals.
What types of returns do we handle? (we do Crypto)
We prepare returns with the following types of income: wage, retirement, investment(interest, dividend, capital gain/loss-including cryptocurrencies), rental, self-employment (sole prop, partnership, LLC, corp), foreign, gambling and other misc (cancellation of debt, Medicaid waiver payments, etc).
Cryptocurrency Reporting
Cryptocurrencies are treated as property so it is important to disclose these transactions correctly. Consider this: when you sell your crypto, you must recognize either a gain or loss. If you held your asset for more than one year you can take advantage of long term capital gain tax rates! Call for details.
How much to file my tax return?
Prices vary on the complexity of your tax return. On average Integrity Tax Financial & Insurance clients pay $175-$225 for their tax returns including Schedule A for itemizing deductions.
What is the due date for filing tax returns?
Personal and C-Corp returns are due on April 15, 2024, S-corps, partnerships & LLC's are due on March 15, 2024.
When can I file head of household?
You can file HOH if you are unmarried or considered unmarried on the last day of the year, paid more than half the cost of keeping up the home and you lived with a qualifying person for more than half the year. If your parent is the qualifying person, they do not have to live with you.
What is the tax credit available for CA residents?
California has decided to adopt an Earned Income Tax Credit up to $3,529 to help those low-and moderate-income working families. To be eligible, parents must earn less than $30,950 (dependent on their filing status and number of children). You qualify for Cal EITC if:
- You have wages & adjusted gross income within limits described above AND
- All household members must have a social security number that is valid for employment AND
- You do not file "married/RDP filing separately" AND
- You lived in CA for more than half the tax year
What about health insurance?
Although, it is no longer mandatory for individuals to have health insurance from a federal standpoint, it will be mandatory for all CA residents beginning 2020. There are several ways to get insurance in and out of the marketplace. To qualify for a tax credit that will lower your monthly premiums, you must purchase ON the exchange. We are certified insurance agents that can get you insurance ON the exchange.
How can I claim the EIC (Earned Income Credit)?
You must:
- have a valid Social Security number, spouse and dependents must have valid SSN's too
- have earned income (either W-2 income or income from self-employment)
- not file married filing separately
- be a U.S. Citizen or resident alien or a non-resident alien married to a U.S. Citizen
- have a qualifying child (son, daughter, stepchild, eligible foster child, or a descendant of any of them, brother, sister, half-sibling, step-sibling or a descendant of any of them)
- not be a qualifying child of anyone
What other services does Integrity Tax Financial & Insurance offer?
Integrity Tax Financial & Insurance offers affordable TAX RESOLUTION services. We offer health insurance on and off the exchange. We offer life insurance to protect you and your family. We offer fixed and indexed annuities to protect your retirement funds from taxes and inflation. Integrity Tax Financial & Insurance also offers all types of Medicare Advantage and Supplement plans for those 65 and over.
What forms of payment does Integrity Tax Financial & Insurance accept?
We accept cash, Visa, Mastercard, Discover and American Express. We also offer tax settlement products for those that want to pay for tax preparation fees with their refund.