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About Us

Tax Prep Toolbox™ provides a full range of tax preparation and consulting services.

About Us

Tax Prep Toolbox™ is a full-service tax preparation company for individual tax preparation needs.  A veteran-owned, small business, strives to educate, aid, and assist individuals and small business owners in matters of business and taxes.     

If you are a DIYer
and want to prepare your own taxes, online, you can use our button to be taken to the page that gives you more information on this service.

For direct tax preparation needs, all preparers with Tax Prep Toolbox™:  

  • Have required IRS Preparer Tax Identification Numbers (PTIN)
  • Are IRS credentialed through the Annual Filing Season Program (AFSP)*
  • Are California Registered Tax Professionals (CRTP)*
  • Are Registered tax preparers through the California Tax Education Council (CTEC)*
  • Have completed annual Continuing Education classes of not less than 20 hours on matters including, but may not be limited, to Federal Law, State Law, Ethics, and Updates*
  • Are bonded as Tax Preparers*

*Where required by law

In addition to those credentials, our staff of professionals have served or do serve as volunteers with the Internal Revenue Service (IRS) V.I.T.A. (Volunteer Income Tax Assistance) program, volunteer with other tax assistance programs, and may be members of other professional tax preparers associations, guilds and civic organizations.

Tax Prep Toolbox™ primarily works remotely (though does offer in-person appointments).  Working remotely offers you the opportunity to do your taxes, on your schedule! From the comfort of any place you have Internet access, at a time that is convenient for you - environmentally friendly, green, and with no need to be concerned about:

  • Schedule conflicts
  • Traffic
  • Parking

Once you have your Organizer worksheets filled out, have made PDF copies of your tax documents and your worksheets, you send them to us via an encrypted secure file transfer portal.  To begin, go to ORGANIZER and follow the simple instructions there.  

We do offer phone, video and in-person appointments for consulting, counseling, and tax preparation.  Simply begin that dialog with us and we will be glad to work toward a time that is convenient for both you and us.  

 

 

Track Your Refund

 
Track Federal Refund Check Federal Amended Return Refund

Check your State Refund

How can Tax Prep Toolbox help you?

 

Tax Prep Toolbox starts with a complimentary consultation to find out where you are and where you want to be.

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