F. Carlos Gomez

My mission is to provide competent, confidential, and affordable income tax services to all. I've been a professional tax return preparer for over 30 years. I'm based in Austin, Texas, though I serve clients world-wide. I earned degrees in mathematics, history and secondary education at Texas A&I University at Kingsville and a master's degree in secondary education and guidance and counseling at Pan American University at Edinburg.

Services

Comprehensive tax preparation and e-filing are available to individuals, businesses and fiduciaries of estates and trusts.

Individual Returns

Federal and all state income tax returns: Forms 1040, 1040A and 1040EZ.

Business Returns

Federal and all state income tax returns (partnerships and select S-Corps): Forms 1065 and 1120S.

Miscellaneous Business Forms

Forms 1096, 1099, W-2, W-3

Fiduciary Returns

Federal and all state income tax returns for estates and trusts: Form 1041.

Tax Planning

Assistance with current year tax liability planning, including adjustments for income tax withholding and quarterly estimated tax payments.

E-Filing

As an IRS Authorized Electronic Return Originator, I provide secure and paperless electronic filing with direct deposit refunds typically received within three weeks.

Pricing

Competitive hourly rate and several optional discounts available.

Regular Rates

  • $100 per hour with a 2.75 hour minimum
  • A total fee as low as $215 after discounts
  • Returns prepared for dependent children are not billed separately.
  • Returns prepared for businesses and fiduciaries are billed separately.
  • My fee for tax return preparation includes a retainer for free tax consultations throughout the year.

Additional Discounts

February Appointment Client Referral
$40 $20
Appointment is scheduled and return is completed One client referral credit may be applied per year

Additional Fees

Federal Business and Fiduciary Filing State Business and Fiduciary Filing Returned Check
$60 $40 $50
Per Federal filing of Form 1065, 1041 or 1120-S Per state filing of Form 1065, 1041 or 1120-S Total payment is due in cash after returned check

Scheduling

Appointments are available in person at my Austin office, via telephone, or via webcam.

Scheduling times during "tax season" (February 1 through April 15 and October 1 through October 15) are restricted as to the amount of time available per client, thus in person appointments are best accommodated in May.

Completion of the E-filing and/or IRS filing Process

  • "Copies for Carlos" of IRS required forms must be signed, dated and returned to Carlos, along with
  • Payment in full for all services as invoiced before I can e-file or print out your final return(s).
  • Take this process into account whenever scheduling your preparation and submission of documents needed to prepare your tax return(s) so that we can reasonably be expected to meet the IRS filing deadlines.

Documentation

Tax preparation documents must be submitted before an appointment can be scheduled.

Guidelines

  • Electronic copies of your tax preparation documents may be emailed to me via carlos@carlosthetaxman.com.
  • Alternatively, photocopies of your tax preparation documents may be mailed to me or dropped off in the physical dropbox at the front door of my Austin office.
  • Please do not send tax documents via certified mail since I am routinely meeting with clients and unavailable to sign for delivery.
  • I do not accept original paper copies due to legal liability and security concerns.
  • If your last-filed tax return was not prepared by me, then include a copy of your last-filed tax return in addition to your other documentation for the current tax year.
  • If you are a new client, then I recommend that you include copies of your three last-filed tax returns in addition to your other documentation for the current tax year.