Most people come to us for one of three reasons: their return got more complicated than the software can handle, they want someone who will still take their call in July, or they have been with us for twenty years and would not go anywhere else. We prepare individual and family returns — federal and state, including multi-state — and an Enrolled Agent reviews every one before it is filed. If the IRS writes to you afterwards, we are federally licensed to answer them on your behalf.
Frequently Asked Questions
-
Do I have to come into the office?
No. You can send everything through the portal, drop it off, or mail it, and sign electronically. Some of our long-standing clients we see once a year; some we do not see at all. You are welcome to come in if you would rather do it face to face.
-
How long does it take?
Usually about two weeks from the day we have your complete documents. Longer in the last two weeks before the deadline, which is the best argument for getting them to us in February.
-
Can you file returns for other states?
Yes. If you moved during the year, worked in another state, or own property outside California, we handle those returns too.
-
What if I get a letter from the IRS or the FTB after you file?
Call us. Our Enrolled Agents are federally licensed to represent taxpayers, which means we can deal with the IRS directly on your behalf rather than just explaining the letter to you. There is no charge for a question about a return we prepared.
-
What if I owe more than I can pay?
That is a solvable problem and a common one. Depending on your situation the answer may be an installment agreement, currently-not-collectible status, penalty abatement, or in some cases an Offer in Compromise. We will tell you honestly which of those you actually qualify for.
How Our Tax Preparation Services Work
-
Initial Consultation
We look at your situation, answer your questions, and give you a quote before any work begins. This is also when you turn in your paperwork. There is no charge for this conversation.
-
Document Review
We go through everything you have given us and make sure it is complete. If something is missing, we reach out — you will not find out in April that we were waiting on a form.
Give us a half hour to discuss your financial needs and you'll see how Malkasian Accountancy's unique, personalized service can help you achieve your objectives.
-
Tax Preparation
We prepare your federal and state tax returns while identifying opportunities to minimize your tax liability and maximize available tax benefits.
-
Review & Filing
We send your completed return through our secure client portal, or by mail if you prefer. You review it, sign, and pay. As soon as we have your signature and payment, we file electronically.
-
Year-Round Support
Call us any time. Our relationship does not end when the return is filed, and there is no charge for a question about a return we prepared.
Call us at (916) 971-9315 today for your consultation. Flor answers our phones, she'll get you on the calendar, and most questions get an answer the same day.
Schedule a
Free Consultation
We'll talk about what you need and how Malkasian Accountancy can help, whether that's tax preparation, planning, or accounting services.
Our team is ready to assist you. We'll respond as quickly as possible during normal business hours, often the same day.
Client Testimonials
"My husband and I have been going to Jeffrey Malkasian for many years to have our taxes prepared and have been very satisfied with him and his office! I would highly recommend this office!"
Lori Bates
"I have used them for over 10 years. They are professional and personable. They listen and work with your best interests at heart. I recommend them for your taxes and financial advice "
Joe Gencur
"Highly recommend. They have been doing my taxes for 20+ years. Call them today. "
Andrea Meza
"Glen and Jeffrey are always available to answer any business or personal tax questions for the past five years. I'll be a client for life."
David Mead
"Very friendly, helpful, knowledgeable, professional get the job done quick and effectively. Very reasonable pricing."
Stan Thomas
"Yessica is our tax preparer and she does an amazing job. She is very welcoming and patient and answers all of our questions. She looks for every opportunity to save us money. The front desk and phone staff are always friendly and helpful as well. "
Curtis M.
"I’ve been working with my tax preparer Yessica for several years now, and I couldn’t be happier with the service. She is consistently professional, knowledgeable, and incredibly helpful. Every year, yessica makes the tax process smooth and stress-free, taking the time to explain everything clearly and ensuring my husband and I get the best possible outcome. "
Esmeralda Medina
"Great service, I've been a client for 20 plus years "