We help you understand and feel confident about taxes, so you can more of your hard earned cash
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We help you understand and feel confident about taxes, so you can more of your hard earned cash
We are committed to promoting equity and fairness in tax collection, ensuring that all taxpayers are treated with respect, dignity, and understanding
Our mission is to serve our community by providing accessible, reliable, and responsive tax services that empower individuals, families, and businesses to meet their tax obligations. This involves ensuring that taxpayers are aware of their tax obligations, collecting tax payments, and managing tax records. Our vision is to be a trusted partner in the development of a thriving and inclusive community, where every individual and business has the resources and support they need to succeed.
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I first taught myself how to do taxes when I was 18 and a big corporate tax company wanted to charge my Grandmother $800 to do her taxes. That was alot of money for our family, and it's the price that most firms charged to do business taxes. Since then, I've been on a mission to provide tax services with respect, dignity, and understanding that our community deserves. I love taking the time to explain taxes, help clients strategize for the future, and have peace of mind.
READ ABOUT MY STORY
I'm Brandie Carlos
Frequently Asked Questions
HOW DO I DOWLOAD YOUR TAX APP?
To download the Taxes to Go app, start by obtaining our link. Fill out your contact details on the referral page, then you'll receive a text with a direct link to download the app from your App Store or Google Play. After downloading, open the app and register using the same email provided earlier.
Important Next Step After Uploading Your Documents:
Once you've successfully uploaded all your necessary tax documents through the app, please send us a text message to let us know. This is a crucial step, as it allows us to request your unique tax code and email, enabling us to access your documents on our backend system efficiently. Your prompt notification ensures we can begin processing your tax return without delay.
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I NEED HELP WITH YOUR APP
If you're encountering issues or need assistance with our app, we're here to help!
Text Us: For immediate assistance, feel free to text us at (323) 685-2292. This is especially useful if you've completed document uploads and need further instructions or support.
Our team is committed to providing you with the support you need to make your tax filing process as smooth and efficient as possible.
You can also access our manuals:
English
Spanish
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WHAT DOCUMENTS DO I NEED?
To ensure a smooth tax preparation process, it's important to gather all necessary documents beforehand. Generally, you'll need:
Personal Identification: A valid government-issued ID.
Social Security Numbers: For you, your spouse, and any dependents.
Income Statements: W-2 forms, 1099 forms, and any other income-related documents.
Tax Deductions and Credits Documentation: Receipts for charitable donations, educational expenses, insurance proof, medical bills, etc.
Previous Year's Tax Return: Helpful for reference and ensuring accuracy.
This list is a starting point. Depending on your situation, additional documents may be required.
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ARE YOU BILINGUAL?
Yes, our office is fully bilingual in English and Spanish. We're committed to providing comprehensive tax services to our clients in both languages, ensuring clear communication and understanding of all tax-related matters. Whether you prefer to communicate in English or Spanish, our team is equipped to assist you.
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WHAT ARE THE TAX DEADLINES?
For the 2024 tax season, the important deadlines you need to be aware of are as follows:
- **Tax Filing Start Date:** The IRS will begin accepting and processing 2023 tax returns starting January 29, 2024.
- **Tax Filing Deadline:** The deadline for filing your 2023 taxes is April 15, 2024. However, if you reside in Maine or Massachusetts, you have until April 17, 2024, due to Patriots’ Day and Emancipation Day observances.
Please ensure you have all your necessary documents ready in advance. If you need any assistance or have questions about your tax preparation, don't hesitate to contact us.
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WHAT'S THE STATUS OF MY REFUND?
Check your tax refund status easily with the IRS's "Where's My Refund?" tool:
1. **Go to the IRS Website:** Find the "Where's My Refund?" section.
2. **Provide Your Details:** Enter your Social Security number or ITIN, filing status, and exact refund amount.
3. **See Your Refund Status:** Submit to view updates. The IRS refreshes statuses daily.
For e-filed returns, check 24 hours post-submission. For paper returns, wait 4 weeks. Need help? Contact us anytime.
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Meet our Team
Brandie Carlos
Omar Covarrubias
Isaiah Carlos
"We go to Brandie every year! "
"Brandie makes me feel so confident about taxes. I actually understand how they work now. She is the only tax preparer who has taken the time to educate me on what taxes are and how I can best set myself up to win."
-Sandra Adame
"She took the time to answer all my questions"
"I really appreciate the peace of mind I've had working with Brandie especially the year I started my business. I was able to go to her with questions and feel supported. I'm the first business owner in my family, so I had so many questions!"
-Jose Rubio
"I don't have time to DIY and guess"
"As a nurse, Mom, and wife I'm busy 24/7 I don't need another added stress of trying to figure out taxes on my own. I love being able to upload documents via the tax app and have Brandie work on them without waiting hours in an office."
-Marina Cortez
"I send all my friends to her"
"The patience, this woman has is one of a kind! She really educated me on taxes, answered my questions, and got things done all online. I send all my friends to her. I appreciate how transparent she is and all her help."
-Thomas Barahona
Tax Time, Decoded:
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