Tax Specialist and Tax Preparation in Roseville, CA

Tax preparation and accounting services in Roseville

Because the owner is both a CPA and an Enrolled Agent, we can represent you before the IRS on any matter, including audits, collections and appeals. CPAs are licensed by state boards of accountancy; Enrolled Agents are licensed by the IRS. IRS: Preparer credentials

Who we help

Our tax consulting in Roseville focuses on people and businesses whose taxes go beyond a simple W-2 return:

• Families and W-2 employees who want their federal and California returns prepared and reviewed by a licensed professional.
• Self-employed people and 1099 contractors who need quarterly estimated taxes and clean records.
• LLC and S corporation owners who need bookkeeping, payroll and business returns in one place.
• Landlords with rental property in Roseville or elsewhere. See our guide to rental property tax deductions.
• Immigrants and families with income abroad who need FBAR filings and foreign tax credits. See double taxation for U.S. residents.
• Anyone with an IRS or FTB letter, unfiled returns or a balance due. See what to do with an IRS CP2000 notice.
• Owners of U.S. LLCs living abroad, who file Form 5472 every year.

How working with us works

1. 15-minute case review. A short call or video meeting to understand your situation and what needs to be filed.
2. Clear quote. You get the scope and price in writing before any work starts.
3. Secure document exchange. You upload documents to our client portal instead of sending them by email.
4. Preparation and review. We prepare the return or the books, go through open questions with you and explain the result.
5. Filing and next steps. We confirm e-file acceptance and explain what comes next. If an IRS or FTB notice arrives later, we review it and tell you whether the response is covered by your engagement or is a separate service.

Areas we serve

We serve Roseville, Rocklin, Lincoln, Granite Bay, Loomis, Citrus Heights, Folsom, El Dorado Hills and Sacramento throughout the greater Sacramento region. Because we work remotely, location isn't a requirement: we also serve clients across the United States and U.S. taxpayers living abroad.

Roseville tax facts at a glance

Sources: CDTFA rates Placer County Treasurer-Tax Collector City of Roseville FTB

Choosing a tax professional in Roseville

When comparing tax professionals, check their credentials, experience with situations like yours, representation rights and written engagement terms. Ask who will prepare and review the return, what the fee includes and how later IRS or FTB notices are handled.

Any paid preparer needs a valid PTIN, but credentials and the right to represent you before the IRS differ: CPAs, Enrolled Agents and attorneys can represent clients on any matter. You can verify a California CPA license with the California Board of Accountancy. IRS: Preparer credentials

FAQ

Can we meet in person in Roseville?

Yes. We work primarily online and by phone, with documents shared through a secure portal. In Roseville and nearby cities we can also come to you for an in-person meeting.

Do you only work with clients in Roseville?

No. Besides tax services in Roseville, we work with clients throughout the greater Sacramento region, in all 50 states and with U.S. taxpayers abroad. Everything from the first consultation to filing can be done remotely.

What is the difference between a tax specialist, a CPA and an Enrolled Agent?

Tax specialist is a general description, not a license. A CPA is licensed by a state board of accountancy, and an Enrolled Agent is licensed by the IRS. Both CPAs and Enrolled Agents have unlimited authority to represent clients before the IRS, including audits, collections and appeals.

Can you help me in Russian?

Yes. We work in English and Russian, including consultations, explanations of your return and help with letters from the IRS or the California Franchise Tax Board.

When are Placer County property taxes due?

The first installment of secured property tax is due November 1 and becomes delinquent after December 10. The second installment is due February 1 and becomes delinquent after April 10. Late payments carry a 10% penalty, plus a $35 cost on the second installment.

Do I need a Roseville business license for a home-based business?

Yes. The City of Roseville requires a business license for business activity in the city, including home-based businesses and independent contractors. The license renews each January.

How much does tax preparation cost?

It depends on the forms and the work involved, for example a W-2 return versus a business with rental properties and foreign accounts. After a case review we give you the scope and price in writing before any work starts.