Common Tax Questions
Tax season can be confusing. At Pelayo Tax Service, we believe in making tax preparation clear and stress-free for our San Diego neighbors. Below, we've answered some of the most common questions we receive from individuals and business owners in City Heights and beyond.
What topics do these FAQs cover?
We've organized information to help you prepare, whether you're filing personal taxes or managing business finances. You'll find guidance on the documents you need, how we handle deductions, IRS procedures, and our bilingual services.
Individual Taxes
Documents needed, credits, and filing status.
Business Taxes
Deductions, payroll, and quarterly estimates.
IRS Processes
Acceptance agent services and compliance.
Bilingual Support
Full service in English and Spanish.
Can't find your answer? Our local experts at our City Heights office are ready to help.
Common Tax Questions Answered
Get clear, straightforward answers to the questions we hear most from our San Diego clients. We're here to make taxes less stressful.
Individual Taxes
What documents do I need for tax filing?
Bring your W-2s, 1099s, receipts for deductions (like charitable donations or medical expenses), last year's tax return, and your Social Security card. We'll provide a complete checklist when you schedule your appointment.
Can you help me maximize my deductions and credits?
Absolutely. We specialize in identifying all eligible deductions and credits for San Diego residents, including education credits, energy-efficient home improvements, and local tax benefits you might miss on your own.
Business Taxes
How do you handle business tax deductions?
We work with San Diego business owners to track and categorize all legitimate business expenses—from home office deductions to vehicle use and equipment purchases—ensuring you claim every deduction while staying fully IRS-compliant.
Do you handle payroll taxes and quarterly estimates?
Yes. We provide full-service business tax preparation, including calculating and filing quarterly estimated taxes, payroll tax reporting, and helping you avoid penalties for late or incorrect filings.
IRS & Our Services
What is an IRS acceptance agent?
An IRS acceptance agent is authorized to help taxpayers with specific IRS forms and processes. We can assist with ITIN applications and other documentation, providing an extra layer of expertise for complex situations.
Do you offer bilingual services?
Yes. We proudly offer bilingual tax preparation in English and Spanish, serving the diverse community of City Heights and all of San Diego. Clear communication is key to accurate, stress-free tax filing.
Still Have Questions?
Tax situations are unique. Get personalized answers from our local experts. Call us directly—we're here to help.
Call Now: (619) 795-3923Pelayo Tax Service • 4444 El Cajon Blvd, Suite 5, San Diego, CA 92115