A tax return is more than a form — it is the scoreboard of every financial decision you made this year, and a map of opportunities for the next one. Simply Smart Tax Advisors prepares accurate, audit-ready returns for individuals, S corporations, partnerships, and real estate entities, with every return reviewed through a strategist's lens.
Unlike volume tax mills, we intentionally keep our client list boutique. Your return is prepared by an IRS Enrolled Agent who understands real estate, multi-state issues, and business taxation — and who is available year-round, not just in April.
Returns We Prepare
We specialize in returns with complexity: business activity, rental real estate, multiple states, equity compensation, and investment activity.
- Individual returns (Form 1040) — including complex Schedules C, D, and E
- S corporation returns (Form 1120-S) with shareholder basis tracking
- Partnership and multi-member LLC returns (Form 1065) with K-1s
- Rental real estate and short-term rental (Airbnb/VRBO) reporting
- Multi-state and part-year resident returns
- Amended returns (1040-X) to recover missed refunds from prior years
- Late and back-year filings to bring you current with the IRS
The Enrolled Agent Difference
An Enrolled Agent (EA) is the highest credential the IRS awards. EAs are federally licensed, must pass a rigorous three-part exam covering individual and business taxation, complete continuing education every year, and hold unlimited practice rights before the IRS nationwide.
When an EA prepares your return, you get more than data entry — you get someone qualified to defend that return if the IRS ever asks questions, and who prepares it with that standard in mind from the start.
Our Preparation Process
We make filing painless: upload your documents to our encrypted portal, review our organizer built around your situation, then meet (virtually or by phone) to walk through the return before filing. Every return includes a proactive review — we flag planning opportunities we see for the coming year, because the best time to fix next year's tax bill is the day you file this one.
Fixing the Past: Amended & Back-Year Returns
Behind on filings or suspect a previous preparer missed deductions? We routinely amend prior-year returns to capture missed depreciation, overlooked deductions, and incorrect entity reporting — and we bring non-filers current with a clear, judgment-free process. Federal amended returns can generally be filed within three years of the original deadline, so acting quickly preserves refunds.
Tax Preparation FAQs
What documents do I need for tax preparation?
Common items include W-2s, 1099s (NEC, MISC, INT, DIV, B, K), K-1s, mortgage interest statements (1098), property tax records, closing statements for any real estate bought or sold, business profit-and-loss records, and prior-year returns. After a brief intake, we send a personalized checklist so nothing is missed.
Can you prepare returns if I live outside California?
Yes. Samera Harvey is a federally licensed IRS Enrolled Agent and can prepare federal and multistate returns virtually. She has unlimited federal practice rights before the IRS nationwide; state-agency representation scope is confirmed by jurisdiction. Our encrypted portal and virtual meetings make the process identical whether you are in Temecula or Tennessee.
I have unfiled returns from previous years. Can you help?
Absolutely — and there is no judgment. We help non-filers get current strategically, prioritizing returns that protect refunds (three-year window) and resolving balances through IRS payment options when needed. Getting compliant is also the first step before the IRS will approve any resolution program.
How much does tax preparation cost?
Fees depend on return complexity — number of entities, states, rental properties, and schedules. We quote a flat fee up front after a short discovery conversation, so there are never surprise invoices. Book a free consultation for an exact quote.
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Book a free consultation with Samera Harvey, EA — get straight answers and flat-fee pricing before you commit to anything.