Business Details
29 Years
experience
Trusted Tax and Business Services in Carlsbad
Total Tax Services is a full-service accounting firm dedicated to providing comprehensive tax and business management solutions. Since 1997, we have served individuals, small businesses, corporations, and non-profits in Carlsbad and surrounding areas, prioritizing confidentiality and ethical standards. Our team of certified professionals offers year-round tax preparation, audit representation, and business management services, including bookkeeping, payroll, and incorporation. With over 55 years of combined experience, including specialized expertise from former IRS collaboration, we deliver personalized strategies to reduce tax liabilities and support business growth.Our commitment to client relationships ensures tailored guidance through complex tax laws while maintaining transparency and trust. We serve diverse industries, from healthcare and legal professions to construction and creative fields, providing reliable solutions for financial success.
Services
Tax Preparation
Business Management
Incorporation Services
Audit Representation
Bookkeeping
Payroll Services
Sales Tax Returns
Tax Planning
Trust Returns
Collections Representation
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of local tax expertise since 1997
- Our team includes Enrolled Agents with IRS audit experience
- We provide comprehensive year-round tax planning services
- We maintain strict client confidentiality and ethical standards
- We serve diverse industries with specialized tax strategies
What people say
Knowledgeable staff
Personable team
Timely manner
Highly recommend
Personalized solutions
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, including corporations and non-profits. Our service includes tax-saving strategy recommendations, free electronic filing, and amendment of prior returns. Certified professionals ensure compliance with current tax laws while maximizing refunds and minimizing liabilities.
Business Management
We offer comprehensive business support including bookkeeping, payroll processing, and sales tax returns. Our services maintain accurate financial records, manage accounts payable/receivable, and ensure timely tax deposits through EFTPS and EDD systems. This helps businesses focus on growth while meeting regulatory requirements efficiently.
Audit Representation
We provide professional representation for IRS and state tax audits. Our Enrolled Agents review notices, prepare responses, and offer on-site representation. With former IRS audit expertise, we negotiate offers in compromise and develop strategies to resolve tax collection issues while protecting client interests.
Payroll Services
We handle complete payroll management including federal and state tax deposits, W-2/W-3 preparation, and 1099 processing. Using EFTPS and EDD systems, we ensure accurate and timely payments while preparing quarterly and annual tax returns to maintain compliance with employment tax regulations.
Tax Planning
We analyze financial situations to create customized tax-saving strategies. This includes forecasting business impacts on personal returns, recommending deductions, and implementing year-round planning to maximize after-tax income. Our goal is to reduce liabilities while supporting long-term financial objectives for individuals and businesses.
People
Matthew Mason
President
Enrolled Agent with 20+ years of experience working alongside former IRS auditors. Specializes in complex tax resolution and business strategy, leading Total Tax Services' team of certified professionals since 1997.
Questions
How long should I keep tax documents?
Keep filed tax records for 3 years. Unfiled returns require indefinite record retention for compliance purposes.
What if I receive IRS notices?
Bring notices to us immediately via email, fax, or mail. We'll analyze them and guide you through resolution steps.
When should I submit tax documents?
Submit documents at least 14 days before appointments via mail, email, or in-person for timely return preparation.
How does refund processing work?
E-filed refunds with direct deposit typically arrive in 7-14 days. Track status through official IRS/FTB online portals.
What services do you offer for businesses?
We provide bookkeeping, payroll, sales tax returns, incorporation, audit representation, and customized business tax planning.
