Business Taxes, Small Office Information Technology and Operations (payments, scheduling, marketing)

5633 Kenneth Ave

Carmichael, CA 95608


Office Hours: By Appointment

New Clients: By Appointment and Invitation Only

(Currently not accepting new clients)


NOTE 1:

Tax Return Preparation Requirements:

All new clients are required to verify their identity with two forms of identification such as a driver's license, passport and/or other official government issued ID prior to the provision of tax services. The photo in the presented ID as well as the ID itself will be verified for authenticity.

New clients who have created new accounts with the IRS and verified their identity using ID.me will be considered verified to TaxJets ID standards.

In addition to verifying the authenticity of ID documents, all W-2 forms as well as all other information returns (1099s, etc.), bank statements, credit card statements and any assertion of earned income from any type of business enterprise will be verified for authenticity prior to provision of tax services.

To prevent EITC fraud, Schedule C business tax returns will require businesses to have an EIN and a business bank account in the name of the business that displays a history of transactions for legitimate business products and/or services prior to the provision of any business tax return services.


NOTE 2:

TaxJets Data Security Policies/Practices:

Protection of client data from theft, loss and/or improper use is the number one top priority at TaxJets. TaxJets staff and systems continually apply modern, updated and standardized data security practices and procedures following best practices in the cyber security industry so you know your data will be safe and secure at all times.

No client data is stored electronically or physically onsite at any TaxJets location and/or on any electronic devices (computers, laptops, tablets, and/or mobile devices) or on any electronic media (external storage, printers, fax machines, scanners, etc.).

All client data is protected using multiple, redundant administrative, physical and technical controls that are continually tested, verified and updated.

All client data is encrypted in an unreadable format in all phases of operation using the US National Institute of Standards and Technology (NIST) most current/updated, approved military grade encryption.

Access to client data is protected using advanced 2-factor authentication on IRS approved systems only.

All TaxJets staff granted access to client data have been background checked and verified to possess one of the following designations: CPA, JD, EA and/or CRTP (CTEC Registered Tax Preparer). All TaxJets staff review a pre-work, data security checklist EVERY DAY prior to working on any client tax information to remind them of data security policies and practices that need to be deployed on a continual basis to maintain client data security.

All TaxJets client tax information/data as all well as all firm information is secured via following applicable portions of the most current/updated versions of standard security frameworks such as:

NIST CSF

NIST 800-53

NIST 800-63-3 (Digital Identity Guidelines) (applicable sections)

CIS Controls

IRS Publication 1075, Tax Information Security Guidelines

IRS Safeguards Program

PCI-DSS Level 1 (implemented by all payment system vendors engaged by TaxJets (Square, WaveApps, PayPal, Venmo business))

TaxJets maintains a continually updated written information security plan following the most current/updated guidance from the IRS.

TaxJets security systems continually monitor MS-ISAC alerts and take immediate mitigation actions on affected systems.


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