We have a passion for explaining our clients tax and accounting concepts to help them succeed in their business ventures.  We know that our success is linked to their success.  We aim to be the best regarded and recognized firm in the Bay Area with small business compliance and advisory services.

April 21, 2020

Dear Clients

We thank you for your patience during these times as we continue to work at reduced hours.

IRS update on the economic impact payment:

Tax filers with adjusted gross income up to $75,000 for individuals and up to $150,000 for married couples filing joint returns will receive the full payment. For filers with income above those amounts, the payment amount is reduced by $5 for each $100 above the $75,000/$150,000 thresholds. Single filers with income exceeding $99,000 and $198,000 for joint filers with no children are not eligible. Social Security recipients and railroad retirees who are otherwise not required to file a tax return are also eligible and will not be required to file a return. 

Eligible taxpayers who filed tax returns for either 2019 or 2018 will automatically receive an economic impact payment of up to $1,200 for individuals or $2,400 for married couples and up to $500 for each qualifying child.

Our recommendation is that If you have a filing requirement for 2018 or 2019, you should file and include you bank account information.  IRS is working on a website where taxpayers will be able to submit their banking information for most other situations where filing a tax return is not required.

We encourage our business client to head to https://www.sba.gov/ to learn about various disaster and loan assistance option.  One loan that we find most of our clients should qualify for is here https://covid19relief.sba.gov/#/ .  Feel free to reach out to us for consulting and guidance.

Stay safe,

Raul Leon, EA

March 20, 2020
Dear clients,
We have a couple of updates to share.
Tax filing dead lines extended: Franchise Tax Board has extended the California deadline to 06/15.  It is understood at this time that IRS is extending the tax filing and payment deadline to 07/15.  We await official guidance from IRS to confirm this announcement made by the Treasury Secretary last night.  At this time, we will operate with 06/15 as the deadline to avoid any confusion (between the two deadlines) and additional paperwork.  It is also possible that FTB will extend the filing and payment deadlines until 07/15.  We will keep you posted of any new developments.
Due to the shelter in place order by the California governor, we will continue limited operations to support our clients in areas deemed essential per the governor’s order.  Payroll services will continue to operate normally.  We will continue to perform bookkeeping and tax preparation activities but at a very limited rate.
Per our prior announcement on March 16th, the date for return to normal operations is no longer 04/06.  The shelter in place order by the State of California has no date attached to it.
The office is open only for the delivery and pick up of documents and signatures.  Please submit your documents and signatures electronically whenever possible.
Stay safe.
Raul Leon, EA


March 16, 2020

 Dear Customer,

 The health and safety of our customers and team members is a priority here at Books & Taxes, Inc. In response to the nation’s health protection agency, CDC, and health officials we wanted to inform you we have taken steps to limit exposure and have protocols in place that activate closures and appropriate procedures based on recommendations by health agencies.

 As we are in constant interaction with customers we are taking every precaution to ensure the safety and health of our customers, with that being said, effective immediately all in-person appointments will be postponed. Our office hours are from 10am – 5pm starting March 17th, 2020 – April 3rd, 2020. Our office will only be open to those in need of picking up or dropping off payroll, tax returns, tax documents and etc. We will be available to answer any questions via e-mail, ZOOM , or phone call. We will continue to provide our essential services remotely.

 We are actively monitoring the COVID-19/ Coronavirus situation and taking steps to help keep our communities safe.

 As always we thank you for being a customer and for your continued trust as we manage through this time together.

 Estimado cliente,

 La salud y la seguridad de nuestros clientes y miembros del equipo son una prioridad aquí en Books & Taxes, Inc. En respuesta a la agencia de protección de salud de la nación, CDC y los funcionarios de salud queríamos informarle hemos tomado medidas para limitar la interaccion y acatarr con los protocolos de cierres y procedimientos apropiados basados ​​en las recomendaciones de las agencias de salud.

 Al estar en constante interacción con nuestros clientes, hemos decidido tomar todas las precauciones para garantizar la seguridad y la salud de nuestros clientes. Efectivo inmediatamente, todas las citas en persona serán pospuestas. Nuestras horas de operation seran de 10 a.m. a 5 p.m. a partir del 17 de marzo de 2020 al 3 de abril del 2020. Nuestra oficina solo estará abierta para aquellos que necesiten recoger o dejar nómina, declaraciones de impuestos, documentos de impuestos, etc. Estaremos disponibles para responder cualquier pregunta por correo electrónico, ZOOM o llamada telefónica. Continuaremos brindando nuestros servicios esenciales remotamente.

 Estaremos monitoreando activamente la situación de COVID-19 / Coronavirus y tomaremos las medidas para ayudar a mantener a nuestras comunidades seguras.

 Como siempre, le agradecemos por ser un cliente y por su continua confianza durante este tiempo juntos.



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