Questions? Reach out at paul@lairdtax.net.
An Enrolled Agent is a federally licensed tax professional authorized by the IRS and have unlimited representation rights before the IRS for individuals and businesses.
Bring your photo ID, Social Security numbers, income statements (W-2s, 1099s), expense records, any tax documents you received and A personal organizer (select from the download PDF menu above). If you have rental or business income, please select the appropriate organizer.
The IRS has a payment plan that you can set up and will work with you. If you can't pay, file your taxes, on time, to avoid a failure to file penalty.
Generally, keep tax records for at least three years, though some situations require longer retention.
Yes. We can help you become compliant by preparing prior-year returns and working with the IRS when necessary.
Contact our office by phone or email to schedule an in-person or virtual appointment at your convenience.
Call / text @ 925.759.8339 - email- paul@lairdtax.net -Contact
Mail or FedEx documents (with tracking) to:
2945 Terra Verde Lane
Oakley, CA 94561
The information on this website is provided for general purposes only. For advice specific to your tax situation, please consult me directly.
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