Martinez Tax & Bookkeeping
PHONE: (805) 481-2501 FAX: (805) 994-0400
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TAXES

form_8822_change_of_address.pdf
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File Type: pdf
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irs_payment_plan_form_9465.pdf
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Tax Refund Information

Click Here to check the status of your State Tax Return
Click Here to check the status of your Federal Tax Return

Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today's tax laws are so complicated
that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. 

Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. 

Tax Services
  • In addition to personal review, your tax return will be checked and  rechecked by our computer software (Lacerte Tax Software) identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS
    contacts.
  • Your tax return can be filed electronically so you can receive your refund
    back quicker.
  • Our staff will show you how to adjust your payroll withholding.
  • We will give you a sheet of commonly overlooked deductions to limit the
    following year's tax liability.

Record Retention Guide

April 15 has come and gone; Another year of tax forms and shoeboxes full of receipts is behind us. What should be done with those documents after your check or refund is in the mail?

Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the "three-year law" and leads many people to
believe they're safe provided they retain their documents for this period of time. 

However, if the IRS believes you have significantly underreported your income (by 25 percent or more), or believes there may be indication of fraud, it may go back
six years in an audit. To be safe, use the following guidelines.

Go to the pages:
Business Taxes & Personal Taxes
Release Letter:
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Martinez Tax & Bookkeeping
1057 Saratoga Avenue
Grover Beach, CA 93433
Phone: 805-481-2501
Fax: 805-994-0400
Email: Martineztax2501@gmail.com
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