Wealth Alliance Tax & Financial Services

The IRS has extended the tax-filing deadline to July 15th, you will now have additional time to file and make payments without interest or penalties. We are still working diligently to get all tax returns done in a timely manner but due to the current circumstances our staff is minimal and turn around times are going to be a little longer than usual.Contact our office with any questions or concerns and stay safe!

We'll let you know if/when the IRS extends the federal deadline. In the meantime, we have canceled all appointments and are preparing all tax returns as a dropoff. You can still drop off your documents and we will prepare your return in the order received. If you are ill or in a risk category, please mail your document to us instead. We are trying to keep our entire staff and all clients healthy. Thank you!

Tax season is upon us again! We are now scheduling appointments for clients who need an appointment for 2019 tax preparation. If you have no significant changes you can simply send in or drop off your documents and receive a $25 discount. All returns are completed in the order we receive them, whether by drop-off or appointment. Also, we are offering an additional 10% off to all clients who drop off their tax return before February 15th and share this post. Feel free to contact us with any questions!

Do you have a small business? Don't know how to manage your finances or feel overwhelmed? We offer Bookkeeping, Payroll and Tax Services. If you are looking for help with any of these services, We can help! Call or Email us! (619) 579-7717 [email protected]

Let us know if you want some help with your retirement plans. We're here to help you.

Had a great office outing to the Padre Game this past weekend before our last push of this tax season!

We are now scheduling appointments for clients who need an appointment for 2018 tax preparation. Schedules are available to see Jaymie, Lori or Jason. Of course, if you have no significant changes you can simply send in or drop off your documents and receive a $25 discount. All returns are completed in the order we receive them, whether by drop-off or appointment.

We are scheduling appointments now and ready to receive drop-off documents. We are encouraging everyone to get your documents in as soon as possible. See you soon!

Why is health insurance so complicated, while car insurance and life insurance are so simple? Can health insurance be more like, well, insurance? Yes, but how? Help support PragerU with a tax-deductible donation! http://l.prageru.com/2pmPiYB

At a press event today, Covered California announced rates and plan participation for 2018. The weighted average rate increase is 12.5 percent this year, and all 11 health insurers will continue to offer coverage. It should be noted that given the uncertainty surrounding the cost-sharing reduction (CSR) payment, Covered California may need to add an additional 12.4 percent surcharge on all Silver plans. We stand ready to communicate any changes that take place at the federal ...level as we learn more. Anthem Blue Cross of California is withdrawing from 16 of California’s 19 Pricing Regions where it serves approximately 153,000 consumers, while remaining in three regions (Region 1, 7 and 10) where it covers more than 108,000 consumers (41 percent of their current enrollment). This means that more than half their customers will need to find a new plan. http://news.coveredca.com//covered-california-releases-201

It's time to file your taxes and time to fund your IRAs. We have highly qualified great people here to help you with both. We do it right, or don't do it at all. Call for an appointment, drop your documents off, or just email them in. We want to make it easy for you.

We had a great night out away from the office celebrating Christmas. We have the best team in the business!

Be wary of fraudulent IRS Letters (CP2000) (09-21-16) The IRS is warning taxpayers and practitioners that a new scam uses fraudulent CP2000s to solicit money from taxpayers. The fraudulent forms look convincing, and show balances due that are small enough that taxpayers just might pay rather than arguing the point. However, upon closer inspection, these forms have telltale signs of fraud: ... The instructions direct the taxpayer to make out a check to "I.R.S." rather than to "United States Treasury;" and The return address is "Austin Processing Center, P.O. Box 15264, Austin, TX 78761-5264," which does not match the address listed on the IRS website for the Austin Processing Center. Please contact us if any unexpected balance due arrives from the IRS, so that the correspondence can be verified before you send payment. The IRS has not yet posted an alert about this phishing scam variation, but information is forthcoming and it will be available at the following page: www.irs.gov/uac/latest-news