Romero's Tax Svc
Personal and small-business tax returns prepared in Napa by Jess A. Romero, by appointment.
Acerca de
Romero's Tax Svc, listed in public records as Romero's Tax Service, is a tax preparation practice on Big Ranch Road in Napa run by owner Jess A. Romero. The office sits on the semi-rural north side of the city, north of Trancas Street between Highway 29 and the Silverado Trail, and is likely a home office rather than a storefront, so appointments are the norm. Compiled from public filings and directory records, pending the owner's confirmation.
What a small tax practice handles
Individual returns, federal and California, are the core: W-2 income, rental property, self-employment on Schedule C, and the credits that families in Napa County commonly qualify for. Small-business owners bring bookkeeping records for sole proprietorships, partnerships and small corporations, and ask for quarterly estimated payments to be calculated. Practices of this kind also handle ITIN applications for workers without a Social Security number, prior-year filings, amended returns, and IRS and Franchise Tax Board notices. Directory entries say the practice works with both individuals and small businesses.
Preparing for an appointment
California requires anyone who prepares returns for a fee, and who is not a CPA, attorney or enrolled agent, to register with CTEC; ask for the preparer's CTEC number or PTIN and look it up. Bring last year's return, all W-2 and 1099 forms, mortgage interest and property tax statements, receipts for deductible expenses, and identification for everyone on the return. Ask what the flat fee covers, whether e-filing is included, and how quickly the preparer responds during the February-to-April rush. If you expect to owe, ask about payment plans before the deadline rather than after.
Clients from around the valley
The practice draws from Napa, American Canyon, Yountville, Saint Helena and Calistoga up-valley, and from Sonoma, Vallejo and Fairfield across the county lines. Big Ranch Road is a few minutes from Highway 29 and Trancas Street.
Call 707-224-5117 for an appointment. Jess A. Romero can claim this listing through the chamber to confirm hours and services.
Servicios
Típico de este tipo de negocioFederal and California returns for wage earners, retirees and families in Napa County, including itemised deductions, rental income, education credits and the state's own credits for lower-income households.
Schedule C, partnership and small-corporation returns for vineyard workers, contractors, cleaners and shop owners, with quarterly estimated payments worked out for the year ahead.
Help completing Form W-7 and gathering the identity documents needed to obtain or renew an Individual Taxpayer Identification Number so that workers without a Social Security number can file.
Filing returns for missed years and correcting already-filed returns with Form 1040-X, including working out penalties and interest and setting up a payment arrangement if tax is owed.
Reading and responding to letters from the IRS or the Franchise Tax Board, from simple mismatches to audit requests, so clients know what is being asked and what the deadline is.
Detalles
Ubicación y zona de servicio
Napa, CA 94558-1403
Preguntas frecuentes
Típico de este tipo de negocioHow do I check that a tax preparer is registered in California?
Paid preparers who are not CPAs, attorneys or enrolled agents must register with the California Tax Education Council. Ask for the CTEC number and look it up on the CTEC site; also check the IRS directory of preparers with a PTIN.
What should I bring to a tax appointment?
Last year's return, every W-2 and 1099, records of other income, mortgage and property tax statements, childcare and education expenses, health coverage forms, and identification and Social Security or ITIN numbers for everyone on the return.
Can the practice help if I do not have a Social Security number?
Practices of this kind commonly prepare ITIN applications alongside the return. Ask whether the preparer handles Form W-7 and whether they are an IRS acceptance agent, which affects whether you must mail original documents.
Is service available in Spanish?
Not confirmed for this listing. Ask when you call 707-224-5117; the owner's name suggests it is worth asking, but this page does not verify it.
Antes de contratar
- Ask for the preparer's CTEC registration number and PTIN and look both up.
- Get the fee in writing, including whether e-filing and state returns are included.
- Confirm the preparer will sign the return and provide a copy with their PTIN.
- Ask how notices from the IRS or FTB are handled after filing and at what cost.
- Book early; a one-person practice fills up between February and April.
Resumen en español
Romero's Tax Service prepara declaraciones de impuestos personales y de pequeños negocios desde una oficina en Big Ranch Road, en la zona norte de Napa, condado de Napa. El propietario registrado es Jess A. Romero. Una práctica de este tipo suele atender declaraciones federales y de California, solicitudes de ITIN, declaraciones de años anteriores y cartas del IRS o del FTB. Se atiende con cita; llame al 707-224-5117. Antes de contratar, pida el número de registro CTEC del preparador. La ficha proviene de registros públicos y aún no está confirmada por el dueño.
Compilado a partir de registros comerciales públicos que tiene la San Francisco Bay Area Hispanic Chamber of Commerce. Las secciones marcadas como típicas describen lo que suele ofrecer un negocio de este tipo, no lo que este negocio ha confirmado.
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