Tax Services

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SJC Preferred Insurance Agency offers tax services alongside our insurance practice, giving local families and business owners one convenient place to prepare for tax season and ask questions throughout the year.

A complete and organized return starts before you sit down to file. We help clients understand what records may be needed, review the type of income and expenses involved, and prepare for each step of the federal and California filing process. If your situation changes during the year—such as a new job, a new business, a property transaction, or a major life event—contact us before year-end to ask whether a planning discussion would be useful.

We work with individuals and families whose returns may include employment income, self-employment income, investments, rental property, education expenses, retirement distributions, and other common reporting items.

• Wage, bank, brokerage, and other income reporting
• Education, child-related, and other credits review, subject to eligibility

Bring your questions and documents to any of our offices. We will explain what information is needed before preparation begins and whether any part of your matter requires a different tax professional.

Business owners need records that support both daily decisions and year-end filing. We can discuss the tax preparation needs of sole proprietors, partnerships, corporations, and limited liability companies and explain the financial records and forms that may be required.

• Business income tax preparation
• Schedule C preparation for sole proprietors
• Partnership and corporate return support
• New-business tax setup consultation
• Year-round recordkeeping and tax planning discussions

The best time to organize business taxes is before the year closes. Contact us to discuss your entity type, bookkeeping status, filing deadlines, and the documents our team will need.

The exact checklist depends on your return. Common items may include:

• Photo identification and taxpayer information
• W-2, 1099, K-1, brokerage, bank, and other income statements
• Mortgage, property tax, education, childcare, and charitable contribution records
• Business income and expense summaries
• Investment purchase, sale, or rental property records
• Last year's tax return, if available
• Any IRS or California tax notice received

Please do not email or submit complete tax documents, Social Security numbers, or bank credentials through the general website contact form. Ask our office for the approved secure document-delivery method.

1. Initial conversation — Tell us whether the request concerns an individual return, a business return, or both.

2. Document checklist — Receive a list based on your income, family, and business situation.

3. Preparation and review — Our team prepares the return and contacts you with questions or missing items.

4. Approval and filing — Review the completed information and filing instructions before submission.

5. Keep your records — Retain copies and contact us if you receive a notice or your situation changes.

Call one of our offices or email Main@sjcinsurance.com. Tell us whether you need individual or business tax help, and we will explain the next steps.