What to do After Filing for a Tax Extension

Not everyone is ready for tax season, some years can be rougher than others. That’s why tax extensions exist, and they are a great move by you if done right. It’s easy to extend your filing period, simply send in a completed Form 4868 – Application for Automatic Extension of Time to File.

This year if you filed an extension prior to April 18, 2017, you now have until October 16, 2017.  The deadline may still seem far off, but time flies by fast and sooner than later that deadline will come up. If you haven’t gotten started on your tax returns yet, here’s a few tips to push you to file your tax returns.

Get a 2nd Look Tax Review

2nd Look Tax Review

After tax season, we all ask to ourselves, “Did I get the maximum refund I’m entitled to?” That’s where a 2nd look tax review from Lucia CPA comes in. We can look at your tax returns up to 3 years to see if you deserve more money back. Your money you can use to pay off bills, build savings or buy something nice.

Avoid those Last Minute Tax Scams

avoiding-tax-scams

2017 is flying by, and tax season is nearly coming to a close. Indeed on April 18th, everyone should have provided their tax information with the IRS or have requested an extension on their filing date. However, while this is the time of the year where you get a big fat check (hopefully) from the government, there are lots of people out there who fall for tax scams and become victim to missing returns and more. Don’t fall for these last minute tax scams that can easily be recognized and avoided.

How Can I Get the Most Back Through My Tax Refund this 2017 Tax Season?

Tax season should be awesome! All year long you’re stuck with paying taxes to the government, but now is the time to get your money back!

This 2017 tax season, and wouldn’t it be great to get the biggest tax return in your mail and enjoy your tax refunds on something special? We have some great tips for you, whoever you may be, on what you should be claiming during your tax preparation to get the most money back.

3 Tips to Overcome the 2017 Tax Season

An unorganized tax accountant

Tax season is upon us once again, it seems not long ago we were dealing with last years’ taxes! While we still have time, let’s get ready now to deal with the IRS in a couple months.

Here are a few tips that may help you get through tax season this year with ease.

Stay Updated


Since when were the rules ever fair for us? It’s a good idea to stay up to date with the latest tax news, as any of may affect this year’s tax return. Remember that state tax regulations often change, including eligibility and restrictions.

As a taxpayer, it’s important that you keep up with the ever changing tax laws, and have an eye out for new tax codes the IRS releases. What is good is that most tax prep software stay up to date with concurrent tax codes so you can read about the changes there.

Protect Your Privacy


This time of the year is perfect for scammers to take advantage of those who don’t understand the system. From demanding fake tax returns, to stealing your refunds, getting scammed is an issue that should not be taken lightly. One good way to protect yourself from getting scammed is by withholding key information about yourself such your Social Security and other personal data.

Have Everything Organized


Staying organized is one of the biggest headaches during tax season, but staying organized is entirely worth it. Having all of your necessary documents ready will help you get your taxes done sooner. Once you have situated all of the documents you need to tackle your taxes, you should double check to make sure everything has been closed and reconciled in your books. Getting all of this done quickly will help you get through tax season feeling like a winner.

Get Help!


Filing your taxes yourself is incredible stressful and one of the least desired tasks to do. However, if you are having trouble taking care of it yourself, don’t be scared to get help! Here at Lucia CPA, we excel at helping clients take care of their books. Whether you need help with organizing your books or analyzing them, we can help you get over the tax season bump and continue to grow your financial portfolio. Contact us today at 1-800-381-4132 and see how we can help you! We are not your ordinary bean counters.

Testimonials

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    - Lonno G.
  • "Lauri and her team are very professional, and knowledgeable when it comes our accounting needs.  In addition, they go above and beyond for our business/personal tax services. "

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    - Adam H.
  • "If you need an accountant, help with quickbooks, or advice on setting up your books, this is the firm to go to.  Laurie and her staff are quick and thorough -- they go above and beyond the call of service."

    - Jacki E.

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San Bernardino, CA 92408

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