Traveling Tax Lady, Newark CA

Tax preparation service (show on map)

5.0

★★★★★

1 reviews

Traveling Tax Lady is a mobile tax preparation firm in Newark, CA serving the greater Bay Area. Owner Pattie Fretty drives to clients' homes for tax interviews and tax preparation.

Call (510) 579-3279

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About

Traveling Tax Lady is a mobile tax preparation firm serving the Bay Area from Newark, CA (45 miles outside San Francisco). Founded in 2016 by Pattie Fretty, an Enrolled Agent who passed the IRS EA exam in 2011 and spent 12 years at H&R Block, the firm specializes in traveling to clients' homes for tax interviews.

Services include tax preparation and planning, back taxes owed, unfiled returns, IRS representation, penalty/interest abatement, bookkeeping, financial statements, and retirement planning. The firm is large enough to offer a full range of professional services but small enough to give individual attention. Pattie enjoys explaining tax returns to clients so they feel more comfortable and informed.

Mobile service — drives to clients' homes for tax interviews

Enrolled Agent (EA) — federally authorized to represent taxpayers before the IRS

18+ years of tax experience including 12 years at H&R Block

Founded in 2016 specifically to serve clients with traveling difficulties

Large enough for full range of services, small enough for individual attention

Pattie explains tax returns to clients so they understand their taxes

Services

Tax Preparation and Planning

Professional tax preparation and planning services for individuals and small businesses, tailored to each client's unique situation.

Individual tax returns Small business tax returns Year-round planning Tailored tax advice

Back Taxes Owed

Help with delinquent tax situations including assessment of tax debt options and negotiation of workable payment plans with the IRS. Addresses IRS liens, levies, and wage garnishment threats.

Tax debt assessment Payment plan negotiation with IRS Lien and levy defense Back tax resolution

Unfiled Returns

Assistance with filing multiple years of unfiled tax returns to bring clients into tax compliance.

Multi-year return filing Tax compliance Penalty assessment

IRS Representation

Professional IRS audit representation drawing on years of experience in IRS audit procedures and tax controversy matters.

IRS audit representation Tax controversy handling IRS communication Audit defense

Penalty and Interest Abatement

Assistance with IRS penalty and interest abatement including first-time penalty waiver qualification and reasonable cause arguments for penalty removal.

Penalty abatement Interest suspension analysis First-time penalty waiver Reasonable cause arguments

Bookkeeping and Write-Up Services

Comprehensive bookkeeping and write-up services for businesses without dedicated accounting staff, including planning assistance as businesses grow.

Monthly/quarterly bookkeeping Financial record management Scalable as business grows

Credentials & Certifications

Enrolled Agent (EA)

Since 2011

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the Traveling Tax Lady? +

Traveling Tax Lady is a mobile tax preparation firm in Newark, CA (45 miles outside San Francisco). Owner Pattie Fretty, an Enrolled Agent with 18+ years of experience, travels to clients' homes to conduct tax interviews and complete tax returns. Founded in 2016.

Who is Pattie Fretty? +

Pattie Fretty is the founder of Traveling Tax Lady. She has 18+ years of tax experience including 12 years at H&R Block, passed the IRS Enrolled Agent exam in 2011, and started Traveling Tax Lady in 2016 to help individuals who have difficulty traveling to a tax office.

What tax situations does Traveling Tax Lady handle? +

The firm handles tax preparation and planning, back taxes owed, unfiled returns, IRS representation, penalty and interest abatement, bookkeeping, financial statements, and retirement planning.

What is unique about the Traveling Tax Lady service? +

Pattie drives to clients' homes to conduct tax interviews in person, inputs as much information as possible during the visit, then completes the return back at the office. This is designed to help individuals who have difficulty traveling to a tax preparation office.