Herrera Taxes and Services

IRS is officially open...

🚨 THS IRS IS OFFICIALLY OPEN

🚨 THS IRS IS OFFICIALLY OPEN

🚨 THS IRS IS OFFICIALLY OPEN

Our calendar is filling up super fast! Call for your Tax Appointment today!

Appts available Mon - Saturday 10:30am - 7:30pm.
Closed on Sundays.
Call us for an appointment: 209-565-5262

Herrera Taxes
708 W Swain Rd
Stockton, CA 95207

🚨 YA ABRIO EL IRS

🚨 YA ABRIO EL IRS

🚨 YA ABRIO EL IRS

Nuestro calendario se esta llenando rapido!

Ay citas de Lunes a Sabado 10:30am - 7:30pm.
Cerrados los Domingos
Pueden hablar para una cita al: 209-565-5262

Herrera Taxes
708 W Swain Rd
Stockton, CA 95207

We are now accepting Tax Appointments! Call us today at 209-565-5262!

Herrera Taxes
708 W Swain Rd
Stockton, CA 95207
Monday - Saturday
10:30am - 8:30pm!

Watch out folks! This year anything earned on Cashapp, Venmo, Zelle, or Paypal will be reported to the IRS on a 1099-K and YOU WILL have to report it on your taxes in 2024!!! Anything over $600 for the year for each!

https://www.blackenterprise.com/irs-1099-k-reporting-cash-app-transactions/

📁️ As we move into 2024 Tax season please make sure you have all important documents & requirements to file ready:

✅️ Valid Driver License/ID
✅️ Social Security Card for TP, Spouse & all dependents
✅️ Birth Certificates for all dependents
✅️ All Tax Forms such as W2’s/ 1099G/ 1099 NEC….ect
✅️ Identification PIN number for filing( if you have requested one)
✅️ Insurance Forms 1095-A (if you had covered CA)? 1095-B if you had medical (get it for ea dependent from your social worker, 1095-C if yoy had insurance through work (all dependents namea must be listed)
✅️ Dependent children's school id or report card from 2022.
✅️ Please be prepared to disclose if you receive housing assistance & how much received monthly. We are also required to ask if you receive any child support & how much monthly & any amounts received for cash aid and foodstamps. These questions are part of our due dilegence requirements from IRS.
✅️ Self employed/Business Owners (make sure you are keeping all records: receipts, bank statements etc to account for expense and dollars accounted.
✅️ All Head of Household folks must bring a PG&E, Water or Rental Contract copy.
✅️ Please note income is required this year to claim ANY credits.

‼️ FYI: If your address is not correct on your ID please inform your Tax Preparer so all IRS correspondence can be sent to the correct address!‼️

Today is MILEAGE day! If you are a small business owner be sure to take note of your mileage today. I recommend snapping a date/time-stamped photo and taking your car for an oil change this month to a place that reports to CarFax.

This includes GIG workers, don't rely solely on a mileage app. Auditors are asking for more and more proof of mileage.

Happy Halloween from Herrera Taxes & our future CEO, My grandson Elias!

Come learn about the process of buying a house...

We are officially out of Tax Appointments at this time. We can only offer a Tax Extension now and see folks in May. We have 145 appointments to get through between tomorrow and April 18th! I mean folks had 4 months...

Wow my schedule for February is now down to 4 appt slots left to sit with me personally for a Tax Return Preparation! All other time slots Monday to Saturday are completely booked! What a blessing! Now we are booking March for me. My hubby Walter Peccorini & 1 other tax preparer we have Gabby still have openings in February but I do not. Get your tax appointment by calling 209-565-5262. We will return the call if you get voicemail within 24 hours!

📁️ As we move into 2023 Tax season please make sure you have all important documents & requirements to file ready:

✅️ Valid Driver License/ID
✅️ Social Security Card for TP, Spouse & all dependents
✅️ Birth Certificates for all dependents
✅️ All Tax Forms such as W2’s/ 1099G/ 1099 NEC….ect
✅️ Identification PIN number for filing( if you have requested one)
✅️ Insurance Forms 1095-A (if you had covered CA)? 1095-B if you had medical (get it for ea dependent from your social worker, 1095-C if yoy had insurance through work (all dependents namea must be listed)
✅️ Dependent children's school id or report card from 2022.
✅️ Please be prepared to disclose if you receive housing assistance & how much received monthly. We are also required to ask if you receive any child support & how much monthly & any amounts received for cash aid and foodstamps. These questions are part of our due dilegence requirements from IRS.
✅️ Self employed/Business Owners (make sure you are keeping all records: receipts, bank statements etc to account for expense and dollars accounted.
✅️ All Head of Household folks must bring a PG&E, Water or Rental Contract copy.
✅️ Please note income is required this year to claim ANY credits.

‼️ FYI: If your address is not correct on your ID please inform your Tax Preparer so all IRS correspondence can be sent to the correct address!‼️

★ COMMON IRS LINKS ★

➡️Where’s My Refund
https://www.irs.gov/refunds

➡️View IRS Account
https://www.irs.gov/payments/view-your-tax-account

➡️Get a Tax Transcript
https://www.irs.gov/individuals/get-transcript

➡️Apply for an EIN number (FREE)
https://www.irs.gov/.../apply-for-an-employer...

➡️Where’s My Amended Return
https://www.irs.gov/filing/wheres-my-amended-return

➡️Get an IP PIN
https://www.irs.gov/identi.../get-an-identity-protection-pin

➡️Pay Your Federal Taxes
https://www.irs.gov/.../eftps-the-electronic-federal-tax...

➡️Apply for Payment Plan
https://www.irs.gov/.../online-payment-agreement-application

➡️Withholding Calculator
https://www.irs.gov/individuals/tax-withholding-estimator

➡️Address or Name Change
https://www.irs.gov/filing/individuals/update-my-information

➡️Taxpayer Advocate Services
https://www.irs.gov/taxpayer-advocate

Refunds | Internal Revenue Service Get information about tax refunds and track the status of your e-file or paper tax return.

If you itemize on your tax return. Today is a great day to clean out your garage and closets. Donate them tomorrow & get that donation receipt to use at tax time!

FYI the IRS Shuts down all e-filing for individual tax returns on Nov 26th.
Once they shut down, they will not open back up until mid-January 2023.
When they open up they will only be able to accept 2020, 2021 & 2022 Tax Returns electronically. Everything else will have to be mailed in and could take up to 1 year to be processed.
If you never filed taxes to claim your Stimulus for 2020 or 2021 even without income, you still a few days to do so! This includes folks who are on government assistance and have children. If you never claimed your children's child tax credit, you have a few days to still do so! We can help you at Herrera Taxes and Services!
Anyone with the above scenario, we will do for $100 per year to have us help you file these tax returns. This special is only from tomorrow Nov 17, 2022 to Wednesday Nov 23 by appointment!
** Call for your appointment today 209-565-5262
Herrera Taxes & Services
708 W Swain Rd
Stockton, CA 95207
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Para su información, el IRS cierra todas las presentaciones electrónicas para declaraciones de impuestos individuales el 26 de noviembre.
Una vez que cierren, no volverán a abrir hasta mediados de enero de 2023.
Cuando abran, solo podrán aceptar las declaraciones de impuestos de 2020, 2021 y 2022 electrónicamente. Todo lo demás deberá enviarse por correo y podría demorar hasta 1 año en procesarse.
Si nunca declaraste impuestos para reclamar tu Estímulo para el 2020 o 2021 aún sin ingresos, ¡todavía te quedan unos días para hacerlo! Esto incluye a las personas que reciben asistencia del gobierno y tienen hijos. Si nunca reclamó el crédito tributario por hijos de sus hijos, ¡todavía tiene algunos días para hacerlo! ¡Te podemos ayudar en Herrera Impuestos y Servicios!
Cualquier persona con el escenario anterior, haremos p
or $ 100 por año para que lo ayudemos a presentar estas declaraciones de impuestos. ¡Este especial es solo desde mañana 17 de noviembre de 2022 hasta el miércoles 23 de noviembre con cita previa!
** Llame para su cita hoy 209-565-5262
(Hablamos Español!)

Herrera Taxes & Services
708 W Swain Rd
Stockton, CA 95207

Regarding the Middle Class Tax Refund from CA fTB..for California folks. It seems that if you used those cashapp accounts for a refund, you may receive a debit card in the mail for their refund now. The mailed out cards come in an envelope that looks like this! The card looks like this.

Con respecto al reembolso de impuestos de clase media de CA fTB... para la gente de California. Parece que si usó esas cuentas de cashapp para un reembolso, ahora puede recibir una tarjeta de débito por correo para su reembolso. ¡Las tarjetas enviadas por correo vienen en un sobre que se ve así! La tarjeta se ve así.

Heads up to our Small Business Owners!

Heads up to our Business Owners!