RD Tax Service

When is the best time to start tax planning?

The best time to start tax planning is now! Engaging in year-round tax planning lets you make proactive financial decisions and take advantage of all available tax-saving opportunities.

What documents do I need to file my taxes?

To file your taxes, you’ll generally need documents like W-2s, 1099s, deductible expense receipts, charitable donation records, and mortgage interest statements. Specific documents may vary based on your unique tax situation, and we’re here to help you identify everything you’ll need.

What should I do if I receive an audit notice or letter from the Franchise Tax Board?

If you receive a letter from the Franchise Tax Board or the IRS, reach out to us right away. We’ll guide you through the process, help you gather any necessary documentation, represent you during the audit, and work to protect your interests every step of the way.

Can I claim my pet as a dependent?

Unfortunately, pets don’t qualify as dependents. However, our team will help you find other deductions and credits you qualify for, maximizing your savings wherever possible.

What if I have a question about my personal or business taxes?

We’re here for you! Whether you have questions about personal taxes or business matters, feel free to reach out. Our experienced professionals are ready to provide guidance and simplify tax complexities for you.

Can you help with tax projections for next year?

Absolutely! We offer detailed tax projections to help you anticipate future tax liabilities, allowing you to make smarter financial decisions today and avoid surprises next year.

How does RD Tax Services handle small business taxes?

We specialize in small business tax needs, from tax planning to preparation, and are well-versed in strategies that help small business owners save and succeed. We’re committed to keeping your business finances on track and stress-free.

Where should I go for local business resources?

Here are a few business resources to checkout for the city of Fullerton:Fullerton Chamber of CommerceLocal Resources for BusinessLocal Business & Employee Resources