Tax Preparation, Representation and Bookkeeping Services

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2024 McGarvey St ♦ Fullerton CA 92833-5095 | Phone: (714) 458-3221 | Fax: (714) 459-8226 | info@pottsestaxes.com

Need More Time to File?

If you can't meet the April filing deadline to file your tax return, you can get an automatic six month extension of time to file from the IRS.

Here is what you need to know about filing an extension:

  1. An extension will give you extra time to get your paperwork to the IRS, but it does not extend the time you have to pay any tax due. You will owe interest on any amount not paid by the April deadline, plus a late payment penalty if you have not paid at least 90 percent of your total tax by that date.
  2. If your return is completed but you are unable to pay the full amount of tax due, do not request an extension. File your return on time and pay as much as you can. The IRS will send you a bill or notice for the balance due.  To apply online for a payment agreement, go to IRS.gov and use the pull-down menu under “I need to …” and select “Set Up a Payment Plan.” If you are unable to make payments, call the IRS at 800-829-1040 to discuss your payment options.
  3. Request an extension to file by submitting Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, with the IRS by the April 15, 2009, or make an extension-related electronic credit card payment.  For more information about extension-related credit card payments, see Form 4868.
  4. You can e-file an extension request using tax preparation software on your own computer or by going to a tax preparer that has the software. The IRS will acknowledge receipt of the extension request if you file by computer.
  5. You can call us and we can e-file an extension request.
  6. If you ask for an extension through us, you can also choose to pay any expected balance due by authorizing an electronic funds withdrawal from a checking or savings account. You will need the appropriate bank routing and account numbers and must also have available the adjusted gross income from your 2007/2008 federal income tax return to verify your identity. 

Client Accolades

"Thanks Steven.
I must say you were diligent and extremely knowledgable as well as helpful"
- WP


"Thanks for your help in resolving this matter.

I will always recommend your service to my friends and you surely got me now for rest of my life."
- VK

"The check arrived this past weekend.
Thank you so much for handling this for us - your service has more than paid for itself in peace of mind!"
-BB

"Thank you for providing excellent service and counsel
-LM

We provide a variety of services for individuals, partnerships, and corporations.  Our objectives in offering these services are to:
1) reduce your taxes;
2) help manage your cash flows and
3) improve your profitability. 

We offer bookkeeping services, word processing, loan package preparation,  payroll preparation, recording and tax preparations.

      We pride ourselves on our ability to provide personal service to meet your business and individual requirements in these rapidly changing economic times.  All work done is either supervised or actually completed by an enrolled agent.

What is an Enrolled Agent?

       An enrolled agent (EA) is a federally licensed tax practitioner who has technical expertise in the field of taxation and is empowered by the U.S. Department of Treasury to represent taxpayers for audits, collections and appeals before all administrative levels of the IRS.

       Only enrolled agents demonstrate their competence in matters of taxation and report their hours of continuing professional education to the IRS.  Enrolled agents are the only taxpayer representatives who receive their right to practice directly from the U.S. government (certified public accountants and attorneys are licensed by states and their licenses are state specific.) Unlike attorneys and certified public accounts, who may or may not choose to focus on taxes, an enrolled agent specialize in taxation.

We offer the following services:

  • Tax Preparation
  • Taxpayer Representation with IRS
  • Prior year Tax Return Review
  • Bookkeeping Services
  • Word Processing Services
  • Loan Package Preparation
Areas of Tax Law that
Frequently Change
  • Tax brackets and tax rates
  • Credits, deductions and exemptions
  • Educational incentives
  • Alternative Minimum Tax (AMT) limits
  • Retirement account issues

Whether you did your own taxes last year (for 2007) in a store bought packages such as TurboTax© or you had someone else do your taxes we can help you.  Let us review your prior year return and make sure that it doesn’t have any “audit flags” or errors in the preparation.  If you used TurboTax© you can send us, via E-mail, a file with the name of 2007*.tax, we can review it best in that format.  If you had someone else do your taxes or you did it in TaxCut© you can send us a paper copy of your return (and all related workpapers) and we will do a full review of that document. 

Have a question on taxes?
Mail it to us and we'll answer it on our Ask the Expert page.

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By joining our mailing list, you will be the first to know about:

  • Breaking news about our business
  • Helpful tax planning and/or preparation tips
  • Tax Alerts 
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We are proud members of the following organizations:

National Association of Tax Professionals
National Association of Tax Professionals

California Society of Enrolled Agents
California Society of Enrolled Agents

National Association of Enrolled Agents
National Association of Enrolled Agents

Steven E Potts, JD, EA ♦ 2024 McGarvey St ♦ Fullerton, CA 92833-5095 ♦ Phone: (714) 458-3221 ♦ Fax: (714) 459-8226

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