$99 Flat Tax Fee Includes

– Completed California State Tax Return for all EARNED Income

– Completed Federal Income Tax Return for all EARNED Income

– Deductions for All Immediate Members of your family and Dependents.

Tax Credits included

– Up to $7,430 Earned Income Tax Credit.

– Up to $2,000 per Child Tax Credit.

– Up to $500 per Dependent Credit.

– Up to $2,500 per Person Education Credit.

– Up to $1,000 per person Savers Credit.

Dedicated Support

– Our licensed team of Tax Professionals are here to help.

– Get Personalized Tax Preparation Services to meet your needs, you are more than just a number to us.

Maximize Your Tax Credits and Savings

Learn how you can maximize your savings with tax planning strategies from our experts.

Contact us Today for your Free Consultation

Phone: 1-805-795-9967

Email: [email protected]

What You Need Before You File

Taxpayer and Dependent Information

  • You and your Spouse’s Social Security number(s) and Social Security numbers for all Dependents.
  • Name and dates of birth for all dependents.
  • How long each dependent lived with you (this is important when calculating the Child tax credit.)

Scanned copies of the following documents:

  • Income from jobs: forms W-2 for you and your spouse or SSA 1099 statements.
  • Investment income or Mortgage expenses: forms 1099 for any interest paid or received, and stock dividends.
  • Income from state and local income tax refunds and/or unemployment: forms 1099-G.
  • Taxable alimony received (divorces finalized before January 1, 2019) Alimony received after this date is not Taxable.
  • If you use your home for business—home size, office size, home expenses, office expenses.
  • IRA/pension distributions—forms 1099-R.
  • Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (Form 1099-C)
  • All other income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

Adjustments to Your Income:

  • IRA contributions.
  • Student loan interest.
  • Health Savings Account (HSA) contributions.
  • Moving expenses (only moves INTO California are eligible)
  • Self-employed health insurance premium payments.
  • Self-employed pension plans.
  • Alimony paid (applicable to divorces finalized before January 1, 2019)
  • Educator expenses.

Tax Credits and Itemized Deductions

  • Childcare costs—provider’s name, address, tax id, and amount paid.
  • Education Expenses for yourself and all Dependents —forms 1098.
  • Home mortgage interest and points and real estate taxes paid—Forms 1098.
  • Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses.
  • Casualty and theft losses—amount of damage, insurance reimbursements.
  • Medical and dental expenses more than 7.5% of Federal Adjusted gross income
  • Green Energy credits and Electric vehicle credit.

New Customer Instructions

(1) Gather all relevant information listed above.

(2) Download and complete our fillable Taxpayer Text file below.

(3) On a secure Email link (public wifi not recommended) send your complete Taxpayer Info form to 99FlatTax@[email protected]

(4) We will then review your information to determine if you qualify for the $99 Flat Payment Fee payable through the Paypal link above.

(5) Allow 2-3 days for your State and Federal Taxes to be completed.

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Downloadable and Fillable Forms

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99FlatTax.com

3435 E Thousand Oaks Blvd. #7174 Thousand Oaks, CA 91359

California Tax Preparer License # 343544