Potts' Taxes

  • Fullerton, CA 92833 (map)
  • (714) 458-3221

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  • Licensed in DC – Validate
    Accounting – 00088793-EA; & USTCP
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  • See me on Thumbtack.com for more information – Oct 20, 2011 at 10:29 pm

Tax Preparation & Audit Defense

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Potts' Taxes • Fullerton, CA • $185-500 per hour

  1. You'll be asked a few quick questions that will help describe your needs.
  2. You'll be asked to provide your contact information so that Steven Potts, JD EA Ustcp will be able to get in touch with you.
  3. You'll have the option to get competing quotes from other qualified service professionals, saving you time and money.
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We offer 50% discount off regular fee for active-duty marines and 25% discount off regular fee for other U.S. marines. We do all federal and state income tax returns: 1040, 1041, 1120, 1120S, 1065. We do tax representation and audit defense. We are a member of U.S. Tax Court Bar. We offer successful defense of taxpayers under audit. We also prepare prior year returns and help you get out from behind the IRS eight ball.

We are available as speakers at your organization on tax subjects and how they will affect you, whether as a taxpayer or a tax professional.

Question and answer

Q. Describe the most common types of jobs you do for your clients.

A. While I do tax preparation during the season, and stay full up on the current tax laws through education and teaching, I spend most of my time representing taxpayers before the IRS and the U.S. Tax Court. Everyone needs someone on their side against the IRS. I am happy to be that person.

Q. What advice do you have for a customer looking to hire a provider like you?

A. Be sure they are licensed by the Department of Treasury, the Board of Accountancy, or the state Bar. Make sure they have the experience to help in your specific situation. You also want someone with experience in the area of your need.

As an example I am licensed to practice in all areas of the Department of Treasury. I am an Enrolled Agent. I am also licensed to practice in front of the U.S. Tax Court so I can handle your issues through that level of the legal system. I prepare and defend individual tax returns, corporate returns and partnership returns. I also have experience with nonprofits and payroll taxes.

Q. What questions should a consumer ask to hire the right service professional?

A. How familiar are you with my line of business?
Do you review your work with me before filing?
Can you handle my difficult IRS issues, with them?

Q. Why does your work stand out from others who do what you do?

A. Some people do what they do because they are expected to, others because they are trained to, I do my work because I love it and love helping people overcome the intimidation that comes from the IRS.

Q. Do you do any sort of continuing education to stay up on the latest developments in your field?

A. By law I am required to take 20 hours of continuing education on TAX subjects each year. On average I take 90 hours of tax continuing education each year and teach another 30 hours each year.

Q. Write your own question and answer it.

A. How do you set your fees?
Because there are two components of my practice I have a complicated fee structure. Tax return preparation is not charged by the return but by the complexity of your issues. The more complex the higher the cost. There is a minimum charge, however, of $185. for a tax return (less some discounts available).
For representation I have a non-refundable retainer up front of about two hours of work (approximately $500) and then work with the client on giving them the best service for the amount the taxpayer can afford.

Testimonials

  • November 7, 2011

    I have used Potts Taxes for personal tax preparation over the past couple of years. I have found Steven to be both capable and competent and he has been very professional in both our meetings and his expert follow-up. I would highly recommend his services.

    – Greg

  • November 6, 2011

    I had a problem with the IRS and contacted Steven and with in several weeks the IRS was happy. He works with you to see you have a complete return and receive a return that is correct. We have worked with Steven five years with excellent results. He knows his business and I would highly recommend him.

    – Clinton

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