Zamora Tax & Immigration specializes in accounting and tax preparation for a wide variety of clients. We specialize in:
- Tax return filing and tax planning for individuals
- Bookkeeping and financial statements for small businesses
HABLAMOS ESPAÑOL
Annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps the firm on the "leading edge" of ever changing tax laws and accounting methods.
Computarized offices and Internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
Feel free to contact the office anytime. We're here to help you.
Zamora Tax & Immigration also offers RAL (refund anticipation loan), free electronic filing with paid tax preparation. Other services include direct deposit into a customer's checking account.
Zamora Tax & Immigration wants to help you through the next tax season. Do not give the IRS more than their fair share! Take advantage of our experience. Walk-in with your tax paperwork and walk-out with a check and a paperless tax return.
Services Offered
Accounting:
Bookkeeping
Complete bookkeeping services for small businesses
Financial Statements
Monthly, quarterly and year end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Payroll Services
Total payroll services for small business clients.
Other Services:
Financial Planning
Full service Financial Planning for future goals.
Individuals
Tax returns and filing instructions have been prepared for hundreds of individual clients each year.
Business Tax Returns
A variety of small business tax returns are prepared each year
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.
What Should You Bring To Your Tax Interview?
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
1. Name
2. Date of Birth
3. Social Security Card
4. Last Year's Tax Return
5. Valid Driver's License
INCOME AND TAX INFORMATION:
1. W-2's
2. Interest (l099-INT)
3. Dividend Slips (1099-DIV)
4. Stock Sales (1099-B or Broker Statement)
5. Self-Employment Income
6. Sale of a Personal Residence
7. Rental Income
8. Sale of any Business Assets
9. Gambling or Lottery Winnings
10. State Income Tax Refund
11. Pension Income (1099-R)
12. Estimated Taxes Paid
13. Social Security or Railroad Retirement
14. IRA or 401(k) Distribution
15. Unemployment Compensation
DEDUCTIONS/ADJUSTMENTS:
1. Medical Expenses
2. Real Estate or Personal Property Taxes
3. Mortgage Interest
4. Charitable Contributions
5. Employee Business Expenses
6. Gambling Losses
7. Moving Expenses
8. Traditional IRA Contributions
9. Higher Education Expenses
10. Educator Expenses
Electronic Filing Service - It is SO easy, no wonder over 53 million people use it!
Zamora Tax & Immigration is an authorized IRS E-file provider. We provide both Federal and State Income Tax Electronic Filing of your income tax returns. Our tax professionals at Zamora Tax & Immigration pride ourselves on keeping up with the latest tax law changes. We can prepare your taxes and then submit them electronically for the fastest refund possible. Tax returns that are filed electronically receive refunds much faster than the traditional paper filing method.
I.R.S. E-file Benefits:
- You will receive an electronic confirmation that the IRS has received and processed your tax return.
- When you file your taxes electronically, you may receive your tax refund within 7 - 10 business days -- much faster than the traditional paper filing method!
We can E-file your Zamora Tax & Immigration prepared tax returns, or if you are comfortable with your familiarity with the latest tax laws, you can E-file your own tax returns. Either way, you will receive an electronic confirmation when you use E-file.
EXPERIENCE: We have been preparing tax returns, simple and complex, for over 10 years.
COMPETENCE: We are well aware of the tax laws and the latest changes. As the laws change we pursue interpretations which will be most advantageous for our clients.
ELECTRONIC FILING: Federal & State Electronic Filing are available to insure a speedy refund. Electronic Filing also insures Proof of Acceptance by the IRS within 48 hours.
LATEST TECHNOLOGY: Our offices use state of the art computers and the highest quality software to process returns. This insures a final product that is accurate and is clearly presented.
PERSONAL ATTENTION: Each of our clients is personally interviewed by one of our partners. We review your situation and consider all deductions, credits and allowances available to you. We will take the time to address your questions and concerns.
YEAR-ROUND SERVICE: We are available throughout the year to assist with any concerns you may have.
Do you need tax help?
Zamora Tax & Immigration has a proven track record for helping people reach the best possible outcome to the frightening prospect of dealing with serious IRS problems. We can effectively protect your rights and provide excellent IRS Representation to solve IRS problems. If your situation is of an extreme nature, we can refer a tax attorney. Don't put it off any longer. Call us today (909) 865-3777.
There are several basic tax planning techniques that we can use to help both individuals and small businesses avoid paying excessive tax.
Possible Legal Deductions
We want to make sure you take advantage of all the deductions and credits you qualify for. Review your expenses for the year and sort them using the categories below:
* Medical and Dental
Deductibles paid out-of-pocket
Doctor, hospital, and emergency room visits
Operations
Prescription drugs
Medical and dental insurance
Long-term care insurance
Lab and x-ray
Visiting nurses / in-home care
Dental expenses
Glasses and contact lenses, and supplies
Hearing aids and batteries; Orthopedic shoes
Therapy treatments
Canes / crutches / braces
Wheelchairs
Medical miles driven (number of miles)
* Employee Business Expenses
Uniform cleaning
Work tools
Union dues
Safety shoes and gloves
Job-related educational seminars
Office-in-home expenses (insurance, utilities, telephone, Internet access)
Travel expenses while away from home overnight
Auto mileage
Meals and entertainment
Job seeking expenses
Employment agency fees
Job-related publications
Work-related supplies
* Child Care Expenses
To claim this credit we need to know the name, address, social security number / employer identification number of the care provider, and the amount paid. If multiple providers are used we need to know this information for each of the providers.
* Charitable Contributions
Church / synagogue / mosque
College (not tuition, see educational expenses below)
Furniture or clothing given to charity
Volunteer work expenses: church, scouts, school,
auto miles driven
* Taxes
Real estate taxes / Property taxes
If your mortgage bank pays your taxes from an escrow account, your mortgage interest statement from your bank will likely show real estate taxes paid.
* Interest Paid
Home mortgage interest
Second mortgage / home equity loan
Mortgage interest will be shown on a statement from your bank.
Points paid at closing
Investment interest paid (margin interest)
* Miscellaneous Expenses
Tax return preparation
Safe deposit box rental
Investment expenses (newsletters, research expenses)
Gambling expenses (deductible only to the extent of gambling winnings)
* Educational Expenses
Tuition
Books
Student loan interest
Choosing a Tax Return Preparer
Most tax return preparers are professional, honest and provide excellent service to their clients. But if you pay someone to prepare your tax return, choose that preparer wisely, advises the IRS. Taxpayers are legally responsible for what’s on their returns—even if prepared by someone else.
Here are a few points to keep in mind when someone else prepares your tax return:
- A paid preparer is required by law to sign the return, fill in the preparer areas on the form and give you a copy of the return. WE SIGNED EVERY AND EACH TAX RETURN THAT WE PREPARE. NOT LIKE OTHER OFFICES BECAUSE SIMPLY THEY DO NOT HAVE THE LICENSE TO DO IT.
- Before signing, review the complete return to ensure the tax information and your name, address and social security numbers(s) are correct and that you understand the entries and are comfortable with the accuracy of the return.
-A Third Party Designee Check Box on Form 1040 allows you to designate a representative to speak to the IRS concerning how your return was prepared or about payment and refund issues and mathematical errors.
If you choose to use a paid tax preparer, it is important that you find a qualified tax professional. Unqualified tax preparers may overlook legitimate deductions or credits which could result in you paying more tax than you should. They may also make costly mistakes that could end with you owing additional tax, along with penalties and interest.
Following are some suggestions to consider when hiring a tax professional:
- Avoid preparers who claim they can obtain larger refunds than other preparers, or who guarantee results or base fees on a percentage of the amount of the refund. WE CAN GET YOU THE MAXIMUM REFUND LEGALLY, WE HAVE MORE THAN 10 YEARS OF EXPERIENCE.
- Choose a preparer you will be able to contact after the return is filed and one that will be responsive to your needs. Ask questions and get references from clients who have used the tax professional before. Were they satisfied with the service received? WE ARE OPEN ALL YEAR AROUND
- Check to see if the preparer has any questionable history with the Better Business Bureau, the state’s board of accountancy for CPAs, the California Tax Education Council. (CTEC)
Unfortunately, unscrupulous tax return preparers do exist and can cause considerable financial and legal problems for their clients. Examples of improper actions by unscrupulous preparers include the preparation and filing of false income tax returns that claim inflated personal or business expenses, false deductions, unallowable credits or excessive exemptions.
You can check IRS.gov for information regarding tax schemes and scams — including abusive tax shelters. Tax evasion is both risky and a crime punishable by up to five years imprisonment and a $250,000 fine. Remember — no matter who prepares your tax return, you are legally responsible for the information on it.Report suspected tax fraud and abusive return preparers to the nearest IRS office, either by telephone at toll-free 1-800-829-0433 or in writing to the local IRS office.
You can check our credentials thru the California Tax Education Council. (CTEC)
Telephone: (877) 850-2832 or email:
