Frequently Asked Questions

Everything you need to know about our tax and accounting services.

How Does the Tax Preparation Appointment Work?

Step 1: Email us your basic information and requested services. If accepted, we will provide a fee estimate.

Step 2: Once you approve, you will receive access to our secure portal to upload documents. We will review and notify you of missing items. Additional documents may increase fees.

Note: If you contact us within 2 weeks of the deadline, full non-refundable payment is required upfront.

Step 3: We schedule a Zoom or Google Meet session to review and finalize your return. A draft may be provided before the meeting. All clients meet directly with Jino Joseph, CPA.

How Do I Gather All Required Tax Documents?

Use our checklist to gather your documents:

Download Tax Document Checklist

Important: If you have Covered California, include Form 1095-A and CA state forms.

Do You Offer Free Consultations?

No, we do not offer free consultations.

• $400 per hour
• $300 minimum (30 minutes)

All fees are collected upfront and are non-refundable.

For free assistance, you may contact the IRS at (800) 829-1040.

Do You Work With Clients Outside Your Area?

Yes, we serve clients across the United States.

All appointments are conducted via Zoom or Google Meet. No in-person appointments are available.

What Are Your Bookkeeping Service Fees?

Pricing is provided after reviewing your business bank and credit card statements.

Contact: support@jinocpa.com

Can You Help Me Set Up a Business?

Yes. Small Business Setup starts at $500 and includes:

EIN registration
State filings
IRS setup

Why I am not taken back although being a returning client?

Possible reasons include:

Aggressive tax positions which we are not comfortable with.
Disorganized in record keeping.
Too many last-minute changes.
Providing information close to tax filing deadline.
Communication challenges.
Asking for discounts after all the work is completed.
Failing to pay the fees on time and we have to send constant reminders for collecting the fees.
Left the practice to work with another firm and then tries to come back after being dissatisfied.

We are very careful in accepting new clients into our practice and we only accept limited new clients into our practice.

Do You Offer Audit Representation?

Yes. Audit services begin with a $1,500 retainer fee collected upfront.

What is Your Cancellation Policy?

You may cancel your appointment anytime.

When is FBAR Due?

FBAR is automatically extended to October 15.

Do You Provide ITIN Services?

We do not offer ITIN services.

Please refer to IRS instructions online for application guidance.

How do I cancel tax payments scheduled at the time of eFiling?

Call the IRS e-file Payment Services directly at 888-353-4537 with your bank information using which payments were scheduled.

Call California FTB e-Programs customer service at 916-845-0353

Deadline: You must call and cancel by 11:59 p.m. ET at least two business days before the payment date

Still Have Questions?

If you didn't find the answers you need in our FAQs, we are here to help you take the next step with your tax and accounting needs.

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