Email Us                    

FAQ

Providing Taxation, Accounting, Payroll and Business Consultancy Services

Jino Joseph & Associates

(510) 446-8638


(510) 342-9414

Q1: How does the tax preparation appointment work?​​

A. Begining 2017 tax season, we have changed our operating model mainly due to the increase in the number of clients and also for us to be more efficient.  We are now taking appointment only over email.

Step 1: Email us giving us a general idea of your tax situation (For example, 4 W2', 2 States, 2 Dependants, 3 brokerage accounts, Child Care, Home Mortgage, 3 Rental Properties etc)  We will then give you estimated fees range.

Step 2: If you re okay with the fees let is know and we will send you a secured link to upload the tax documents. You upload all your tax related documents (any format) to our secured site. We will review the documents and email you if we see any documents missing.

Step 3: We will then schedule session to review, finalize and file the tax return. Keep in mind when you come for the appointment your tax return is alreay prepared and this appointment is to verify the return and for looking at tax saving oppurtunities

If you need to review the return before coming for the appointment, we can gladly upload the tax return is PDF format in the secured server. However, before we do that we will collect our full fees .  For your convenience, we can even set up a webex session to review and finalize the return upon recieving our full fees. 

---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Q2: How do I gather all the relavant tax documents?

A. On the very bottom of our Home page, there are two PDF documents that you can refer to gather all the revelant tax documents. If you have a rental real estate or business income, please make sure that you complete the rental income and business income sections before you come for the appointment.

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

​Q3: We used your services last year. How come you don't give us an appointment for this year?

A. It could be a variety of reasons. Most common ones are:

  • We are not too fond of your bargaining skills
  • Too aggressive on claiming certain deductions which we are not comfortable with
  • Not being organized at the appointment and takes too much time for completing the return
  • Personalities doesn't seem to fit based on prior year experience
  • Makes multiple changes to the numbers and especially close to the tax filing deadline 
  • Doesn't respond to emails or calls

Remember: A bus must accept everyone who is waiting at every bus stop. A CPA or a Tax Professional is NOT a bus. 

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Q4: Do you offer free Consultation?

A.We do not offer free consultation not even over the phone. Our consultation fees are :

Tax  Consultation - $250 / hour  (Min $125/ half hour )
Accounting/Bookkeeping/Payroll- $150/hour ($75 min for 1/2 hour)

We will send you a link to pay our fees upfront before setting up a consultation appointment. We DO NOT offer any consultation services during the months of January to April as we will be busy with tax season and bookkeeping work. Please call 1-800-829-1040 to get free tax advice.

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

Q5: I have my W2. Can you give us a refund estimate?

A. We will be more than happy to do this. All you have to do is pay our fees and then send us your tax documents.  And by the way, NO refund of your fees paid if you find someone or some place else who offers a lower fees or promises a higher refund. If you are shopping around for refund, you are at the wrong place my friend. Try online software like Turbo Tax , it is FREE!

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q6: Who prepares the tax return ?

A. Your Tax return will be prepared by either either Jino or Jacob. However the tax return will be reviewed  by Jino with you at the final appointment or Webex session before filing the return. Note your tax return will be ready before you come for the appointment.

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q7: Do we need to file the tax return at the end of the appointment?

A. No, in fact we prefer you go back and review the return at your leisure.  However, our fees is due at the end of the tax appointment, We will email you with a password or copy into your USB drive or upload to the secure sever the tax return for you to review. If we need to make any changes, we will make them and give you the updated tax return . Only after you Okay the return, we will electronically file it for you. Only one visit to our office or one online review session is necessary.

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q8: Can you help with preparing my taxes remotely?

A. Yes and we do it all the time and we have clients at most states.  In this day and age of Technological advancement, your tax return preparation process is easy at the convenience of your home with Webex , Email 

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q9: Can I get a discount?

A.  Please do not try to negotiate our fees after the completion of work.  We also do not offer any special discounts based on your employer ( e.g. Cisco, IBM)

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q10: I decided to file taxes of my own, can you refund me the  fees that you charged ?

A.  Sorry! We do not refund any of our fees. Our fees are for our time whether or not you file with us 

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q11: My tax return is very simple ?

A.  If it very simple, we highly recommend you to prepare it yourself. This way, you can save our fees.

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q12: I have already prepared my return thru web based software (like turbo tax). I wanted to check what the refund will be on your software. Can you do that?

A: Absolutely not. Please note that if you can prepare yourself, kindly do so and please do not use us to test what your refund would be on our professional software.  We believe that as long as the income and deductions are entered correctly,all the tax preparation software should show the same tax liability.  So you are better off doing yourself and saving our fees!

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q13: I have already prepared my return thru web based software (like turbo tax) or thru another Tax Professional. Could you review my return for any errors?

A:   Sorry, we don't offer this service.

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

Q14: What are the days work in Santa Clara and Fremont?

A. We work out of Fremont office most evenings and weekends. Santa  Clara office hours are from 8 am to 2 pm on weekdays only.

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q15: What are your fee for book keeping and payroll services?

A: It is difficult to quote you a fee for book keeping and payroll services without scoping out the nature of the work and volume. Please email Amina for a quote

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q16: I like to set up a business, can you help?

A: Yes, absolutely. We offer free consultation and we offer business set up services. Our fees for Small Business Setup Services starts with $400 (includes EIN No, Filing all necessary forms with secretary of state for business formation and IRS filings)

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q17: How and when should I pay for your services?

A: We accept checks/ we can send you a link to payonlin or PayPal us at the end of our tax preparation appointment. Please note that full payment is expected at the end of your tax preparation appointment even if you decide to go back and review your return before filing. 

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q18: What is your cancellation policy?

A: You can always cancel your appointment with us anytime.  However, we request you to kindly inform us if you cannot make it so that we can use that time more efficiently rather than waiting for you and trying to get in touch with you over the phone/email. We greatly appreciate you NOT wasting our time.

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q19  Who should I write the check for my Federal and State Tax Payments?

A:   IRS Payments send the check or money order to "United States Treasury" and write your SSN on memo field. For California State, send the check to " Franchise Tax Board" with your SSN on the memo field

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

​Q20  How do I make payroll tax payments ?

A:   You should make all the tax payments online within the time period to avoid any penalties. 

Federal tax payments need to be submitted to IRS using EFTPS. Here are the steps:

  • Enroll in to EFTPS website using your bank account and receive PIN within a week
  • Call 1-800-555-4477 using the PIN to get the temporary password
  • Log on to EFTPS or Call 1-800-555-3453 using your EIN/PIN to make the payment

Q21:  Can I get a soft copy of my tax returns?

A:  Yes, absolutely. We request you to send us an email at the time of completion of tax appointment. We will email you the tax return as PDF with password protection for additional security. Please note that we will not email you the tax returns until any outstanding dues is settled.

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

Q22: Do you represent in case of an IRS Audit?

A:  Yes, we provide audit support services for a fee of $250/hour with a minimum of $500. Most cases this applies to only businesses and Individuals with Schedule C business Income. Keep in mind, we prepare the returns based on the information you provide. So it is your responsibility to keep accurate records.

Q23:  We think we have not paid enough taxes thru withholdings and estimated taxes. Can you help?

A:  Yes, absolutely for a flat fee of $150. All you do is complete and send us the following documents:

  1. Your Information (for new clients only)
  2. Estimated Income and deductions 

We will then send you a tax return and advice you if you need to pay any additional taxes or not before the end of the year

​---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------​

Q24 : I have been preparing the tax return myself and now I am getting a audit notice from IRS. I may have to amend the tax return. Can you help?

A:  Yes, we provide audit support services for a fee of $250/hour with a minimum of $500. Most cases this applies to only businesses and Individuals with Schedule C business Income. Keep in mind, we prepare the returns based on the information you provide. So it is your responsibility to keep accurate records