If you are searching for a dependable and experienced tax preparer in Fresno, CA, Sahota Tax and Bookkeeping provides structured, compliance-focused tax preparation services for individuals, independent contractors, owner-operators, and small businesses. As a CTEC Registered Tax Preparer, we follow California standards and professional documentation practices to help ensure your returns are handled accurately and responsibly.
We offer both in-office appointments at our Fresno location and secure remote tax preparation services for clients who prefer virtual support.
CTEC Registered Tax Preparer Serving Fresno
California requires paid tax preparers to meet specific registration and education standards. As a CTEC Registered Tax Preparer, we follow recognized guidelines for professional conduct, documentation, and continuing education. For you, this means a structured process, clear communication, and a focus on accuracy.
Our goal is not just to file a return. It is to help you understand what affects your tax position and how to stay organized so tax season is less stressful every year.
Individual Tax Preparation in Fresno
We assist individuals and families across Fresno with federal and California state tax returns. Whether you have a simple W-2 return or multiple income sources, we guide you through a clean, organized filing process.
- W-2 wage earners and multiple W-2s
- Multiple income sources and 1099 income
- Dependents and family filings
- Investment and interest income reporting
- Prior-year corrections and document cleanup
We review your documents, identify missing items early, and help you avoid last-minute surprises. If you received a letter from the IRS or California FTB, bring it. Those can often be handled faster when addressed correctly.
Self-Employed and 1099 Tax Support
If you are self-employed or receive 1099 income in Fresno, your taxes depend heavily on recordkeeping. Many contractors overpay or run into issues because expenses were not tracked consistently throughout the year.
- Schedule C preparation and income reporting
- Expense categorization guidance and cleanup
- Mileage documentation review
- Quarterly estimated tax planning
- Profit and loss review for clearer reporting
If your bookkeeping needs work before filing, visit our Bookkeeping Services in Fresno page. Clean books make clean tax returns.
Small Business Tax Preparation in Fresno
Small business owners require more than simple tax filing. Proper documentation and compliance systems protect your business and reduce risk. We support Fresno business owners with organized filing and planning support.
- Small business tax returns and documentation guidance
- LLC tax support and basic compliance help
- EIN assistance and business setup support
- Sales tax coordination (when applicable)
- Year-round organization planning
For combined tax and bookkeeping structure, see Small Business Tax & Bookkeeping Fresno.
Trucking and Owner-Operator Tax Services
Fresno has a strong trucking and logistics presence. Owner-operators and small fleets face unique compliance and documentation needs including IFTA, fuel records, mileage tracking, and maintenance categorization.
- Owner-operator tax preparation support
- Small fleet tax filing assistance
- IFTA reporting assistance
- Fuel and mileage documentation guidance
- Compliance-focused record organization
Learn more on our Trucking Tax Services Fresno page.
In-Office and Remote Tax Preparation
Office Location:
2170 N. Winery Ave.
Fresno, CA 93703
We offer both in-person appointments and secure remote support. Remote clients can submit documents and review filings through a structured process that maintains accuracy and clarity.
Our Tax Preparation Process
1. Consultation
We review your income sources and filing needs and clarify your timeline.
2. Document Collection
You receive a clear checklist so nothing important is missed.
3. Preparation and Review
Your return is prepared and reviewed carefully before filing.
4. Filing and Ongoing Support
We remain available year-round for tax and bookkeeping support.
What to Bring to Your Tax Appointment
To keep your Fresno tax preparation fast and accurate, bring what applies to your situation. If you are not sure, schedule a consultation and we will give you a checklist.
- Government-issued photo ID
- Social Security numbers for you, spouse, and dependents
- W-2s, 1099s, and any income statements
- Prior-year tax return (if available)
- Bank account info for direct deposit (if needed)
- Business income and expense records (if self-employed)
- Mileage and vehicle records (if applicable)
- Any IRS or California FTB letters
Common Tax Mistakes We Help Fresno Clients Avoid
Many filing problems come from preventable issues. We focus on clean documentation and structured filing to help you avoid common mistakes that create delays or notices.
- Missing income forms or incomplete reporting
- Mixing personal and business transactions
- Unorganized expenses with no documentation
- Incorrect mileage or vehicle deductions
- Filing late without a plan
- Ignoring IRS or FTB letters
If your records need cleanup before filing, our bookkeeping services in Fresno can help you get organized.
Related Fresno Services
Many clients start with tax preparation and then choose ongoing support to stay organized year-round. Explore related services:
- Bookkeeping Services Fresno for monthly bookkeeping and cleanup
- Small Business Tax & Bookkeeping for LLCs and local businesses
- Trucking Tax Services Fresno for owner-operators and IFTA support
Frequently Asked Questions – Tax Preparer in Fresno
Do I need a CTEC Registered Tax Preparer in California?
Yes. California requires paid tax preparers to register with CTEC.
What documents should I bring?
Bring W-2 forms, 1099 forms, prior year tax returns, and identification. If you have a business, bring income and expense records.
Do you work with self-employed individuals?
Yes. We assist contractors and self-employed professionals in Fresno with structured filing and documentation.
Do you provide year-round support?
Yes. We offer ongoing bookkeeping and compliance support beyond tax season.
Schedule a Tax Consultation in Fresno
If you need a professional tax preparer in Fresno, CA who focuses on structure, compliance, and clarity, contact Sahota Tax and Bookkeeping today.