APPOINTMENT SCHEDULING for the 2025 Tax Season will open on NOVEMBER 4TH AT 8AM.
Please note some important information below and how our online scheduling works. If you filed an extension for your 2023 taxes (or have an automatic extension), the IRS & FTB due date for Corporate returns is September 15, 2024 and the due date for personal/ individual returns is October 15, 2024. OUR (Roybal Tax Service) deadline for dropping off/ uploading your paperwork, for us to guarantee completion by the IRS and FTB due date, is August 8th (for corporate returns) and September 18th (for individual/ personal returns).
IMPORTANAT INFORMATION BEFORE YOU SCHEDULE:
Bart does NOT take new clients under any circumstance as his availability is limited and he will be retiring in the next year or two. Since his availability is limited, please only schedule an in person appointment if you have major changes from the year prior. If your information is mostly the same as the year prior, please consider dropping off your documents to our office or uploading your documents to our Client Portal for him to prepare after office hours and he will contact you with questions.
There are 4 appointment options to choose from *FOR TAX PREPARATION ONLY*; 20 minutes, 30 minutes, 45 minutes, or 60 minutes: Read the descriptions before selecting your appointment type.
20 minutes: For consultations and questions on how to fill out your W4 form.
30 minutes: For those with corporations who are dropping off their P&L and Balance Sheet for Bart to prepare after office hours OR if you file a standard short form tax return (i.e. wages are reported on a W2 and you do not own property).
45 minutes: For those who file a standard long form tax return (i.e. own a home and itemize their deductions with property taxes/ mortgage interest), OR for those who file a short form tax return but have self employment income.
60 minutes: For those who have any of the above plus 1 to 3 rental properties OR a large Schedule C (self employment) OR for those who file a standard long form return but also bring their children's paperwork to prepare.
All appointments are subject to a 15 minute reschedule time, in which case you will receive an e-mail confirmation notifying you of the change. For example, you chose your appointment to be on 2/24/24 at 1:00pm, but it conflicts with another appointment time, we will automatically adjust your appointment to be on 2/24/24 at 12:45pm or 1:15pm.
Completion of your tax return at your scheduled appointment is dependent on whether you have all documents needed. To ensure completion, please read through our checklist to make sure you have everything you need at your appointment.
If you are Dropping Off, Uploading via Client Portal, or Picking Up, you do not need an appointment.
The Drop off deadline, to guarantee completion by the EXTENSION due dates of 9/15/24 (for corporate returns) or 10/15/24 (for individual returns) are as follow:
August 8, 2024 for Corporate/ LLC returns
September 18, 2024 for Long Form Individual returns (you file a long form return if you own property).
OFFICE HOURS DURING THE MONTHS OF MAY THROUGH DECEMBER:
Monday - Thursday: 10:00am - 4:00pm
Friday - Sunday: CLOSED
Our office will be closed on all federal holidays and during the weeks of:
May 27, 2024 through June 3, 2024
July 1, 2024 through July 8, 2024
August 12, 2024 through August 16, 2024
November 25, 2024 through December 2, 2024
December 23, 2024 through January 6, 2024
Copyright © 2024 Roybal's Income Tax Service - All Rights Reserved.
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