The Schwartz is with you! Send us your taxes from anywhere.
Why pay H&R Block Online or TurboTax to attempt your own taxes? Have us prepare them for you for the same price. Just upload your docs and fill out our organizer. Q&A below!
How does this work?
Use our online organizer and upload utility to send us your tax documents so we can prepare your income tax return. As accounting professionals, we then prepare your income taxes and reach out to you with any additional questions. Once you approve our tax preparation, we send the return to you along with e-file authorizations to sign online.
Why would I do it?
The new tax law is complex (especially for Californians), and this online organizer gives you access to an EA (Enrolled Agent) or CPA (Certified Public Accountant) to prepare your taxes for a low price. There is no reason you should do this on your own – when you can have a professional do it correctly and efficiently from the comfort of your home. Plus you don’t have to go to an overpriced, stuffy CPA firm or a strip-mall H&R Block.
Can I come in the office?
Yes, this service is for clients who want to send tax docs for 100% online preparation, or others that want to finish in-person in our San Diego office. All business returns (1120, 1120S or 1065) must be prepared in our office and are not available for online preparation.
What are the fees?
You can check them out here.
Typical non-complex returns for single and married taxpayers without a business can run from $100 – $350.
Clients who submit/complete fully only get 15% off!
How do I get a discount?
By completing your taxes fully online and by referring a new client to do the same! This will add an additional 15% off our low fees.
Do you verify identity?
Yes, we use ID Check (powered by LexusNexus) to authenticate the signers of the return. This challenges users with a series of top-of-mind questions obtained by scanning billions of records in dozens of publicly and commercially available data sources. These dynamically created ‘out of wallet’ questions are about past addresses, vehicles owned, person’s known, and other information that is not discoverable if the person’s wallet was lost.
Start Here! For in-office and virtual appointments.
Use our online organizer and upload utility to send us your tax documents before your appointment. Our intuitive guide will help make the income tax process quick and easy. By using our organizer and referring a new client (or sharing below), you get 15% off your return fee!