Doug McCoy, RTRP

Specialties

A home-​based tax preparation business specializing in the filing of personal and business income tax, quarterly returns, corporate returns (1120, 1165) and CA Sales & Use Tax preparation, and accounting services. I am now accepting new clients to add to my small client base. This will still allow me to focus on their tax preparation and communicate with them on a more personal level. I can meet with you at a mutual location for Mobile tax preparation, if needed,(additional fee applies). I am an authorized to transmit all returns through the IRS e-​file program as an Electronic Return Originator (ERO). My pricing is fair, reasonable, and as you will see, lower in comparison to other local tax service agencies that charge per form. I am priced to compete, stand by my work, and offer bundled pricing and free federal electronic file transmission on all individual income tax services provided. Please bring all tax documents, healthcare documents (1095-​A/​B/​C) and a valid driver’s license with you should you decide to use my services. A valid social security number is required for all services provided. If you are a business that requires tax filing services, please give me a call for more details.

Starting in 2016, I began using a secured tax portal for uploading tax documents and downloading completed tax returns for all tax clients. Access is allowed 24 hours a day, 7 days a week at no additional charge. Call me today for an appointment or consultation.

History

Established in 2011.

I started this business as a small home-​based business in 2011 and continue to operate out of my resident home office. What started as just a few family and friends, grew to a comfortable client base of 35 clients. By maintaining a small client base, I can keep everything on a more personal level. In 2014 I began filing for small businesses, providing both the corporate tax filing and CA Sales and Use Tax. I operate as a «Green» business, and provide clients with a link to a secured tax portal where tax documents can be uploaded or downloaded for client collaboration. My prices are reasonable and comparably lower than the top three tax preparation service providers. Annual Re-​Certification. completed the required coursework in September 2015 for the upcoming 2016 tax season, scoring in the high 90 percentile. Certified by the California Tax Education Council (State of California) as a Registered Tax Return Preparer and ERO in the IRS e-​file program. Fully bonded.

Meet the Business Owner

Doug M.

Business Owner

I have an extensive background not only in individual and business income tax preparation, but also have over 20 years of experience handling payroll and payroll tax filing at both the company level and at a service bureau level. Born and raised in Southwestern Michigan, attended Western Michigan University studying business management and relocated to California in 1994, I have worked for the top two payroll providers in the nation, ADP and Ceridian, in addition to Zurich Payroll and Tax Filing. I have two small dogs that I rescued from the shelter and enjoy spending time with them and doing home improvement projects. I am really easy going, dependable, and personable.

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«Although the business owner is a client, I would still recommend his service. Professional with great knowledge of the industry.»