Tell us what changed.
A new job, a new home, or a change in your household can affect the information needed for your return. Share those changes with your preparer.
Income tax · TAXMA FINANCIAL CENTER
Tax season.
A clearer path.
Start with an organized conversation about your tax return. Connect with your TAXMA office to discuss your filing needs and the documents to prepare.
Your tax appointment
Start organized. Move forward informed.
Bring the right information.
Gather income records, your prior return, and records for the expenses or credits you want to discuss. Ask your office for a checklist tailored to your situation.
Review your next steps.
Discuss your questions and review your information with the preparer before authorizing your return.
Prepare for your visit
Your document checklist.
- Current photo identification for the appointment
- Your most recent tax return, if available
- Income documents such as W-2s and 1099s
- Records for self-employment or rental activity, if applicable
- Documents for tax-related expenses and household changes
Ask your TAXMA office how to provide sensitive documents securely. Do not send Social Security numbers or tax documents through ordinary contact email.
A few helpful answers
Before you
get started.
Can I work with TAXMA from another California city?
Contact an office to discuss remote service options for your particular return.
What if I am missing a document?
Tell your preparer which documents are missing before your appointment so the team can explain what is needed.
Which office should I contact?
Choose Taft, Shafter, or Bakersfield from our office directory. Each page has the direct phone number and directions.
Personal & small business tax returns
Real people.
Practical tax help.
Our tax service supports personal and small business filing needs. Talk with your preparer about your situation, review your return together, and ask about support after filing.
Personal taxes
Bring your income information and household changes so the preparer can review your filing needs.
Small business taxes
Discuss business income, expense records, and the information needed for your business return.
Hablamos español
Le ayudamos a organizar su información y entender los próximos pasos de su preparación de impuestos. Comuníquese con su oficina TAXMA.
Areas we serve
Serving clients
across California.
TAXMA FINANCIAL CENTER serves clients in the California communities below. Contact one of our three offices to discuss your needs and available services.
- DelanoCalifornia
- FresnoCalifornia
- Los AngelesCalifornia
- Los BanosCalifornia
- Orange CountyCalifornia
- OxnardCalifornia
- SalinasCalifornia
- San DiegoCalifornia
- San FernandoCalifornia
- San JoseCalifornia
- Santa MariaCalifornia
- WatsonvilleCalifornia
Our office locations are Taft, Shafter, and Bakersfield.
Contact a TAXMA office ↗