Complete Financial
About
We have been doing taxes since 1948. We have learned a thing or two.
We love meeting and helping new people. So many stories and growth.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
We ask potential individuals what they need.
We tell them what we do and what are the average fees.
We send potential clients an offer lettter with a fee quote, many returns includle a free ranage.
We answer as many quetions as we can.
We ask potential client to complele a tax orgarnizer. We have more than 30 formats available. All tax oranizers are free and we include a list.
We ask potential clients to send us the last two tax returns and any goverment correspondance, along with the response.
Then we wait for a respose. If we get a positive response we arranage for a free pernonal interver view, vido call, telepibe call or correspondance review. We answer as many questions as we can. We clarify the data we have recieved and make suggestions.
All tax returns include E Filing, and free direct deposit. We provide return of data provided, free copies and free repensenion serves. Our gauarantrees are in writing. All returns and documents are revied by an owner. Terms apply.
All profesional staff are college trained some are dregged accontants. All staff have completed extenive training in taxation, suplement by work experience. We have been in business 63 years. We compy with all the rules of the state of Calfornia and the Internal Revenue Service.