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Complete Tax Solutions

4.0ยท 11 reviews
Average ratingGreat
4.0/ 5

Based on 11 reviews

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Questions about Complete Tax Solutions

Based on 11 reviews, listing data and website checks ยท updated yesterday

What is Complete Tax Solutions?

Complete Tax Solutions is a tax preparation and planning firm based in Burlingame, California, with an office at 10529 Braddock Rd, Suite B in Fairfax, VA. They have been operating since 2010 and specialize in handling individual, business, and estate tax matters for clients across multiple jurisdictions.

What are the pricing options and discounts for different tax situations?

The firm offers a 15% discount for military members and full-time students. Their pricing starts from $250 for a 1040 base price including federal and one state filing, with additional fees for self-employment, rentals, itemized deductions, and investment income.

Who are the key people behind the company and what languages do they serve?

They provide services in English, Ukrainian, and Russian. The team includes co-founders Alex Rabbani, Lena Strizhak, Lisa Pratt, and Monique Fraedrich, who bring decades of combined experience in corporate, individual, and resolution tax matters.

How can I get started or book an appointment with them?

Clients can book an appointment by calling 703-829-6673 or emailing info@completetaxsolutions.com. The office hours are Monday through Friday from 11:00 am to 8:00 pm, Saturday from 11:00 am to 6:00 pm, and Sunday is closed, with other times available by appointment.

What do recent reviewers say about their experience?

Reviewers frequently praise the team for being professional, knowledgeable, and efficient in resolving tax concerns. They also highlight the clear communication and the ability to maximize returns while navigating complex IRS rules.

How recent are the reviews and what is the current rating?

The Trustburn rating is 4 out of 5 from 11 reviews, with the most recent feedback dating back to December 2023. The reviews consistently mention excellent service, great advice, and supportive guidance throughout the tax process.

What specific tax services and resolutions do they offer?

They handle a wide range of services including W-2s, 1099s, credits, multi-state returns, corporate/partnership returns, quarterly estimates, entity setup, and advisory. They also offer tax resolution services for audits, liens, levies, and wage garnishments.

What additional support services do they provide beyond standard filing?

The firm provides year-round tax support, including proactive planning to legally minimize taxes throughout the year. They also assist with amended tax returns, bookkeeping services, and records reconstruction for various client needs.

How does their process work from document organization to final filing?

They organize documents, prepare and e-file accurate returns in every required state, and build compliant, tax-smart plans. If the IRS or a state writes to a client, the team helps respond with confidence and handles all communication on their behalf.

What unique or specialized tax situations do they handle?

They assist with unique situations such as multi-state filings, military tax benefits, farm income, cancellation of debt, clergy housing allowances, combat pay exclusions, and cross-border compliance.

Who is the ideal client for their services?

The firm helps individuals and small businesses with accurate filings, proactive planning, and zealous tax problem resolution. They emphasize secure client portals, transparent pricing, and practical year-round tax support.

What did Reddit users ask or say about tax filing forms?

Some users on Reddit have asked about the need for ITR-2 versus ITR-1 forms for those who sold shares, mutual funds, or property last year, though this appears to be a general query rather than a specific question for this firm.

What are the costs for strategy sessions and extensions?

The website states they offer a paid strategy session for $200 per hour with a minimum of one hour. They also provide extensions for a $100 credit applied to the completion of the final return.

What are the specific additional fees for certain income types and credits?

They offer a 1099-DIV and 1099-INT fee of an additional $15, and investment income from $50 Schedule D. Dependent credits add an additional $50 for CTC, ACTC, and EIC.

What is the firm's approach to client relationships and expertise?

The firm has a history of building long-term relationships rather than just one-time filings. They combine proven expertise with a client-first approach to make taxes simple, stress-free, and effective.

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Robert Andtbacka
Reviews 1

I am extremely satisfied with the service provided by Complete Tax Solutions. The team was very professional and knowledgeable. They helped me with all my tax-related queries efficiently. I would highly recommend their services to anyone in need of tax solutions.

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About Complete Tax Solutions

Complete Tax Solutions is a taxi service company located in Burlingame.

Address
851 Burlway Rd