What you can expect working with us:
Individual
Tailored tax solutions for your unique situation. Whether you’re filing a simple return or navigating complex financial matters, we ensure accuracy and maximize your refund.
Business
Proactive tax planning to optimize your financial future. We help you navigate the complexities of the tax code, ensuring you’re prepared for whatever comes next.
Tax planning
Comprehensive accounting and tax services to keep your business compliant and thriving. From bookkeeping to tax strategy, we handle the details so you can focus on growth.
What you can expect working with us:
Typical1040 Engagement
In January, you will be provided with an engagement letter, personalized tax organizer, expected price and tax schedule.
01.
Prior to your dedicated week we will schedule an optional meeting to cover any questions or changes (recommended).
We will work on your tax returns and request any additional information that is needed.
Your tax schedule reserves your dedicated week (Between February 15th to October 1st) that our team will be working on your tax returns. Returns scheduled for after the April 15th deadline will be automatically extended. If necessary, extended payment instructions will be provided.
02.
An electronic copy of your completed tax returns will be uploaded to your secure portal (Optional hard copy also available) – Expected completion time 2 weeks.
03.
04.
A video summary of the tax return and explanation of filing instructions will be uploaded to your secure portal.
05.
Client review, signs and return is electronically filed
Throughout the entire process, our team will be available to discuss questions or concerns via chat, email, phone or by appointment.
Although we are always happy to meet with customers at our Torrance, California office, every step of the process can be completed virtually.
What Our Clients Say:
FAQs
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The easiest way is to go to our website www.momiitrass.com and then click on the "Portal" link at the top of the screen.
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-Upload your tax documents
-Schedule a meeting
-Chat with us - Ask questions or provide information
-E-sign your tax return or engagement letter
-Pay your invoice - Credit card or direct debit
-Access current and past electronic versions of your tax returns
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Yes. Although we are always happy to meet with our clients in-person at our Torrance office, we can easily work 100% virtually through the portal, by phone and email or video conference.
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At the beginning of each year, our clients will receive a schedule with an assigned week that we will work on their tax return. During the assigned week we will be actively working on the returns and will be in contact if we need any clarifications or additional information.
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During your "dedicated week" it is best if you will be available to respond to questions or provide missing information or tax documents. Therefore, if your assigned week does not fit your schedule, please contact our office and we fill find a week that does fit your schedule.
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Yes. Filing an extension has a number of benefits.
It takes away the stress of gathering all of your documents before the April 15th deadline, it allows for more consideration about what you report on the returns and it means that you will have a more complete financial picture which can affect tax decisions.