Please Watch The Video Below!

This Video Is A Must-Watch For All Current And Future Clients Participating In Tax Season 2024!

Welcome to Tax Season 2024 -1.0 (April 16, 2024, No Extension)!

We are excited to be hosting our first tax season under the new Company AndreReese.Biz - Tax, Accounting, Retail, & Life Services LLC! Our President & CEO, Andre Reese, continues to bring over 24 years of experience, dedication, care, and concern. For all our existing clients/family members, you will not notice any difference, and the transition will be seamless.

With all that said, please take the time to carefully read this page. Watching the video will make things easy to comprehend.

There are challenges our firm will face this tax season:

  1. It has been coming and creeping up on us, but we are getting closer to capacity!

  2. Our office face-to-face availability schedule will be a little more limited this year

    1. Our last intake face-to-face appointment will be on April 1, 2024

  3. We can not get all of our clients processed by the April 16, 2024 deadline if no one files an extension

  4. If we haven’t started your tax preparation process by March 25th, 2024, there is a strong chance we may have to file an extension if your return is more complicated

Please help us this year by:

  1. Let us know if you will need our assistance this year as soon as possible. 🙏🏿

  2. About 90 to 95% of our clients utilize a virtual relationship with us. Please consider going virtual. Virtual means not meeting in person

  3. Please check in ASAP by:

    1. Begin uploading your documents to the portal as you receive them for 2024.

    2. Call us to have a quick chat

    3. Call us to schedule a virtual appointment as soon as possible. You don’t need all our documents

    4. If you would like to skip round 1, let us know so we can file an extension for you

    5. If you won’t need our help this year, please let us know

  4. About 45% to 50% of our clients go on extension each year! This helps us tremendously. Please let us know if we should file one for you. We will continue to file auto extensions for our clients who consistently use this option.

  5. Don’t wait until the last minute to approach us if you expect to owe. We can process your return now and transmit it later

Now back to our regular scheduled program!

The rest of this page is designed to provide you with the basic information needed for us to engage in 2024. Please contact us immediately with any questions. Please note we are a 100% virtual company. Please call/email/text us to schedule an appointment.

Here Are 10 Reasons to Make the SWITCH to AndreReese.Biz - Tax, Accounting, Retail, & Life Services LLC!:

  1. We provide upfront pricing for most services.

  2. We provide value-flat-fee-pricing for reoccurring services that are budget-friendly.

  3. We are open all 12 months of the year.

  4. We listen and take the time to understand your unique needs and concerns.

  5. We tailor deliverables to meet your information needs and we meet agreed-upon deadlines.

  6. You can always call, text, or email us with immediate questions and issues.

  7. We do not keep hard and stringent hours, and we are generally available to respond seven days a week between 9:00 AM and 8:00 PM

  8. You deal directly with our President & CEO, Andre Reese.

  9. For current tax clients, we do not charge for quick and reasonable questions during the year.

  10. Once you join the AndreReese.Biz - Tax, Accounting, Retail, & Life Services LLC! family, you are part of our crew!

We offer numerous ways for you to submit documents. Please choose the method that works best for you!

Ways to Submit Documents:

  • Client Portal: The most secure way to submit documents!

  • Email Your Documents To Us @: andre@andrereese.biz

  • US Mail: Call us for our new mailing address

  • Fax Us @: (925) 522-5943

  • Face-to-Face Appointment: Via Zoom or Facetime

No two Taxpayers have the same filing situation! Preparing your tax return is a document-driven process; these are some of the general items we will need.

Typical Documents We Need to Prepare Your Tax Returns:

  • Primary Documents: W-2s, 1099s, Mortgage Interest Statements, Donation Details, Simple P/L for Business/Rentals, K-1s, etc.

  • Last Filed Tax Return: Federal and State (New clients only)

  • Every Taxpayer's situation is unique; please call us for a customized list

Useful Tax Season Information:

  • The IRS officially opens for E-filing starting around Monday, January 22, 2024

  • Tax Day #1 is Monday, April 16, 2024 (No extension)

  • Tax Day #2 is Monday, October 15, 2024 (With an extension)

  • Check your IRS refund status: Click Here

  • Check your FTB refund status: Click Here

We are very excited to assist you this year, and we look forward to speaking with you soon!

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