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Todd Wheeler, EA
IRS Enrolled Agent


An enrolled agent is a person who has earned the privilege of practicing, that is, representing taxpayers, before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before.
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Don't just hire a tax preparer, hire someone who can show you how to legally pay the least amount of tax.  An outstanding tax professional will many times save you far more than their Fees.  I provide Tax Planning for free when I prepare your taxes.  
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Tax Questions:
Have a Tax Question?  I will answer most tax questions for $10 each.  If the question requires a lot of research, I can either refund your money or I charge $50 per hour for research.  E-mail your question to me and payment should be made through Paypal.  I back up all answers with the applicable Internal Revenue Code section. 

 

 
 
  Refer a friend:
When you refer someone to us you will receive $10 when they have a Form 1040 prepared or $5 for Form 1040EZ.  In addition, your friend will receive 10% off. 

Track your refund:
Federal Refund Status
CA Refund Status
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Overpay your taxes?
Millions of Americans overpay their taxes every year. I will review your past 3 tax returns for FREE and identify any errors, omissions, or tax planning opportunities. If I find that you are due a refund and it is worth amending your return, I charge $150, which includes an amended federal and California state return.  I find errors on the majority of returns that I review. 
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Return Review: 
Doing your return yourself?  I offer a return review service for $40, where I check for mistakes, omissions, and tax planning opportunities.  Additionally, I will answer up to 2 tax questions.  Any additional questions are an additional $10 each. 
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TurboTax Problems:
Are you doing your return on TurboTax?  I have many years of experience using TurboTax and reviewing returns done on TurboTax.  I can help you with any problem.  I charge $50 per hour and a minimum of $20.  Most problems can be fixed in less than 30 minutes.  It is generally helpful to e-mail your return to me in PDF format.  See my Return Review page for instructions on how to save and e-mail your return in PDF format.