Covid-19

UPDATE REGARDING COVID-19

The more things seem uncertain, the more certain you can be with Baxter Tax Consulting.

It would be my honor and pleasure to assist you and your family particularly at this challenging time during the Coronavirus pandemic.

According to health officials and the U.S. government, Coronavirus disease (COVID-19) is an infectious disease caused by a newly discovered coronavirus. Most people infected with the virus will experience mild to moderate respiratory illness and recover without requiring special treatment.  Older people, and those with underlying medical problems like cardiovascular disease, diabetes, chronic respiratory disease, and cancer, are more likely to develop serious illness.

The best way to prevent and slow down transmission is be well informed about the COVID-19 virus, the disease it causes and how it spreads. Protect yourself and others from infection by washing your hands or using an alcohol based rub frequently and not touching your face. 

The COVID-19 virus spreads primarily through droplets of saliva or discharge from the nose when an infected person coughs or sneezes, so it’s important that you also practice respiratory etiquette (for example, by coughing into a flexed elbow).

At this time, there are no specific vaccines or treatments for COVID-19. However, there are many ongoing clinical trials evaluating potential treatments. The World Health Organization will continue to provide updated information as soon as clinical findings become available.

You can protect yourself and help prevent spreading the virus to others if you:

  • Wash your hands regularly for 20 seconds, with soap and water or alcohol-based hand rub
  • Cover your nose and mouth with a disposable tissue or flexed elbow when you cough or sneeze
  • Avoid close contact (1 meter or 3 feet) with people who are unwell
  • Stay home and self-isolate from others in the household if you feel unwell
  • Don’t touch your eyes, nose, or mouth if your hands are not clean

I sincerely hope you are currently safe and healthy.

These are your options for submitting your tax information to me:

A) Please feel free to use the secure online portal on this website.

It uses a simple drag and drop format. Once you hit “send”, your documents will be delivered as an email to my secure inbox.

B) You can snail mail your documents and information to me via U.S.P.S. (United States Postal Service) or through any courier services that can provide you with a tracking number.

Once your taxes are complete, I will call you with results, then mail the tax return back to you for signature. Kindly sign and immediately mail the taxes back to my office.

  

C) You can FAX your info to 626-599-8073. Please note that my fax machines are encrypted.

***Again, once I have finished preparing your taxes, I will call you with the results. Then I will snail mail your return back to you for signature and request that you send the signed taxes back to me immediately.

Economic Impact Payment (EIP 1)

  • The first EIP payment for 2019 was $1200.00 for individuals who filed a gross income of up to $75,000.00.
  • Married couples who jointly filed in 2019 with an income of up to $150,000.00 received a payment of $2400.00.
  • There was an additional stimulus payment of $500.00 for all children under 17 years of age in 2019.
  • If you did not receive a stimulus payment, it will be considered a refundable credit on your 2020 return.

fFiling Date

April 15th is currently the cutoff date to complete your 2020 tax return.

ABOUT SANDI BAXTER PIERSON

Since 1960, Baxter Tax Consulting has assisted clients throughout the United States. Started by Fred Baxter, this family-owned business is now operated by his youngest of seven children, Sandi Baxter Pierson.

Known for her creativity, integrity, compassion, attention to detail, confidentiality, outstanding communication skills, and strong work ethic, Sandi Baxter Pierson delivers results.

Adding a sense of humor and personal touch to the above qualities Sandi offers an enhanced and enriched tax filing and financial services experience.

The trust you experience will most likely begin a valued tradition of collaboration.

An accountant’s work requires a high degree of precision and a certain degree of level-headedness in a detail-oriented environment where minor oversights can have huge consequences on a client’s business.

A single digit carelessly added or absentmindedly removed can have a domino effect on how the accounting books look, how decisions are made, and what those books say about the financial health of an individual or company.

The following characteristics allow Sandi Baxter Pierson to do any financial task exceedingly well:

Knowledgeable about the latest accounting rules, regulations and theories:

It’s not enough to have a solid grasp of the basics. Baxter Tax Consulting constantly stays abreast of the industry’s accepted accounting principles (or GAAP) and any changes in current tax law.

Attending conferences and seminars keeps me up to speed on the latest accounting trends. Technological advancements are evolving at lightning speed. Staying abreast of these changes is critical for my clients and their businesses.

Organized and structured

Staying on top of figures, paperwork, and data requires excellent organization skills.

Sandi Baxter Pierson saves time because her systems are highly efficient.  Having a manageable structure to follow during the day-to-day workweek frees up my energy and resources to analyze, research, and perform number crunching without distraction.

Accurate and detail oriented

These traits are crucial. Numbers have to be accurate and correct. Performing due diligence is second nature to me.

Client-centric

Sandi Baxter Pierson implicitly understands every client’s goals and needs as well as the type of business they may own.

My views and advice makes my clients more valuable to their customers, and builds a significant reputation that will earn positive feedback and future referrals.

Team player

Baxter Tax Consulting typically works one-on-one utilizing face-to-face meetings with its clients (via Zoom during the pandemic) or in person on a regular basis post pandemic.

I am, therefore, required to be generous with what I know, sensitive to the needs of others, and supportive of my client’s goals. I have a positive history and pride myself on working well with every personality.

Trustworthy

The information we work with is confidential in nature. This is why professionalism is an important trait that Baxter Tax Consulting must always abide. This is the right and ethical way to go about business. Having a reputation for trustworthiness has resonated with our clients, which has resulted in referrals throughout the years.

Trust is a value that one earns. It requires consistency, attention to detail, and open communication. This is what ultimately builds personal or company reputations.

Top-notch Communication skills

Having the ability to interpret financial jargon and complicated accounting concepts are invaluable traits that I possess.

I am able to interact easily and express myself clearly to anyone. This major asset is what all of my clients expect.

Ethical

As a potential client, being a moral and upstanding citizen is imperative to me.

I always follow the rules and expect my clients to be law-abiding citizens.

While managing your business finances and accounting on your own is often challenging, I ensure you that the work I perform on your behalf will always be ethical.

All of your concerns will be addressed, allowing you to concentrate on other important factors vital to you and your company’s continued growth.

NOTE:  Sandi is a vital member of the California chapter of the National Association of Tax Professionals. This organization keeps Sandi up-to-the-minute on all tax code updates.

Sandi Baxter Pierson’s Commitment to You:

When you choose me as your tax preparer, you are forming a partnership with an established industry professional.

I pride myself on going the extra mile to offer you dependable, responsive service, while giving you peace of mind and making your life easier.

I take the time to get to know each client I serve, stay abreast of the current and pending tax laws and provide my clients with proactive tax solutions, anticipating your future needs while helping you reduce your tax liability.

It’s just the kind of service you’d expect from your local, dependable tax professional.

I care passionately about what I do, and the exceptional service I provide is a reflection of that dedication.

Whether you are looking for individual tax preparation or tax planning and prep for your business, I would sincerely appreciate the opportunity to meet your needs and exceed your expectations!

While you can’t quantify the value of the personal, responsive service I provide, here are a few numbers that may offer you some insight on how well I perform:

• My client retention rate is 98.8%

• I have been consistently rated five stars by clients with a satisfaction rating of close to 99%.

• Nearly 100% of my clients have avoided IRS audits.

• I have reversed penalties charged by the IRS in nearly 100% of the cases I have represented.

• I have helped thousands of business owners increase profitability while reducing unnecessary expenses.

• I have consistently invested more than four times the required continuing education as an accountant and financial planner.

This website provides my existing and potential clients information about my firm as well as my unique, low-pressure approach to personal and professional services.

Please feel free to browse through its pages in order to understand the many services and resources that I am happy to offer you.

***I am happy to discuss how I can specifically assist you.

Kindly contact me at (626) 599-8999.