Serving the North Bay for over 20 years!
At Sonoma Tax Service, we’ve spent two decades helping individuals and businesses meet their tax obligations safely, efficiently, and without complications. We understand that staying compliant with the IRS and the Franchise Tax Board (State of California) can be complex, which is why we specialize in resolving your federal and state tax issues with precision and confidence.
Our commitment is to provide you with professional, timely, and reliable service all year round. We make your tax preparation process simple, fast, and stress-free while working to reduce your tax burden through strategic and fully legal planning.
We seek out every tax credit and benefit you may qualify for—without the risk of audits or unnecessary setbacks.
In addition to our tax services, we help you make your dream of owning your own business a reality. We offer formation and training for LLCs, S-Corporations, and C-Corporations, guiding you step by step from incorporation to efficient tax management.
At Sonoma Tax Service, we don’t just file returns, we help you build stability, confidence, and financial growth.
Offering precise tax preparation, strategic planning, and expert consultation for individuals and businesses, ensuring optimal deductions and compliance.
We provide the highest quality individual tax preparation services.
We provide comprehensive business tax preparation services.
We are bonded and insured Notary Public in the State of California.
Don’t face an audit alone! Just provide us the letter with your tax return documents.
Welcome to our Frequently Asked Questions (FAQ) section, created to provide you with clear and straightforward answers about our tax services. Here you’ll find essential information to help you understand how we work, what sets us apart, and how we can help you achieve your financial goals.
At Sonoma Tax Service, we believe that trust begins with transparency. That’s why we invite you to explore the answers below. And if you still have questions or need personalized guidance, our team of experts will be happy to assist you.
Contact us today and get the professional advice you deserve.
If you are a first time customer:
For adults:
If you do not have a passport, you need 2 documents:
For Minors: (Under 18 years of age):
If you do not have a passport, you need 2 documents:
**Normally the ITIN process can take 2-5 months**
A summary of what you have received in cash or peso checks. Also a summary of your expenses, (all expenses that were necessary to make the job. Example: work materials, supplies, uniforms, telephone receipt.
We start at $80 dollars for the basic preparation that includes the W2 as single. Now if we are going to include more forms such as casino profits or Unemployment benefits go up in price. However, if they are personal, it may vary from $80 to $350. Now if they are business the price is different we start to $350 and can go up to $900. But estimates are always free, at the appointment. We can tell you the prices in detail.
** When the client goes to report cash/cash/or personal check taxes are considered business, It is also possible that there are personal and business taxes on its preparation**.
During tax season we are open:
If you are going to file taxes like: Single, head of family or widow
If you are going to do the taxes like:
Married
The most they can receive is:
For example, if a Married couple has two children and has earned less than $59,478. They qualify for the tax credit and the most they can receive is $6,604, of course the more dry are at the limit of income, the credit may go away.
The first and most common is the “American Opportunity Credit” - this credit You can only claim four times in the period that the student is at school. The maximum we can claim for expenses is $4,000. For usual The most you can receive is $2,500.
The second credit is the “Lifetime Opportunity Credit” – this credit has no limit in the years that can be claimed and likewise there is no limit on the amount of expenses that are reported. Usually this credit is weaker than the “American” WHO QUALIFIES FOR THE CREDIT? -**The student's parents can claim the credit of the school or the student BUT NOT BOTH. At the end of year the University is going to file a form called 109-T with that form and conprovanete of university expenses We can claim this credit. Students also have to pass their classes.
Daycare credit may vary depending on the income from the parents and dependent as they pay for the care of the children.
We will use the address/phone number/Social Security or ID that identifies the daycare company. And the most that a client can receive from credit is $6000.
The income credit depends on how you file taxes. If you are single the maximum you can receive is $60 as a married person or head of family, the maximum that they can receive without $120. We use the rental contract or an official letter indicating that the client he is paying and living at home.
If the client has withdrawn money from any retirement fund (401-k, IRA) the bank or edenditad with which you have the retirement fund will send you a form call 1099-R.
The bank with which the client has his loan will send him a form called 1098-Mortgage. With that form we can verify if it is more convenient for you to use the standard deduction or the detailed mad deduction.
If the taxes were submitted electronically and you chose to have your refund arrives by direct deposit, it takes 2-3 weeks for it to be in your bank. But if you choose the option that arrives for you, you will receive your refund as usual. It will take 3-4 weeks. IF more than 4 weeks pass, the client is busy calling office for us to review the status of the refund.
If the client has a balance to pay, when we do their taxes they will give you a voucher (receipt) so you can send your payment by mail. You Can Pay with a personal check or money order. The other option is online directly with the IRS or CA. We usually do not recommend paying the balance online because it does not go directly to the IRS or CA but to a private company and then to the IRS.
One option that the client has is to make a payment plan. Has the client 72 months to pay the balance. We can make a payment plan for you you will see an additional cost for the service. THE IRS will then send you a letter that the payment plan has been approved and monthly the client will send your payment.
In a world where taxes can be complex and stressful, we make the difference.
With proven experience, advanced technology, and a highly qualified team, we provide taxpayers in Santa Rosa, the Bay Area, and Petaluma with a service that maximizes savings and minimizes tax liabilities.
At Sonoma Tax Service, we don’t just prepare taxes, we design strategies to help you achieve your financial goals, always with transparency, accuracy, and integrity.
With us, financial peace of mind is not a luxury, it’s your right.
Over 20 years solving tax cases with certified professionals.
No surprises, no hidden fees.
State-of-the-art software and tools that ensure accuracy and efficiency.
Tailored tax plans designed around your financial objectives.
With a strong commitment to transparency and precision, at Sonoma Tax Service we navigate the complexities of the tax system to offer personalized tax solutions tailored to the unique needs of individuals and businesses.
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