James Morgan is The Tax Hombre
The Tax Hombre
23 Corporate Plaza, Suite 150 #645
Newport Beach, CA 92660
(949) 698-2482
james@thetaxhombre.com
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We can meet with you at a convenient location for you!
The Tax Hombre Awards, Reviews, and Fees
Contact me today! (949) 698-2482
The Tax Hombre Reviews
Bob A. – ***** James was very professional and easy to work with. I met with him in Irvine, gave him the W-2s and other forms, and I had the tax return e-filed within a week. The fee was very reasonable. I’ll definitely use him next year.
Xiang S. – ***** English is not my first language but James helped me, he explained everything patiently, and I filed my first tax return. His prices are on his website and clear. He is very good and fast.
Maria L. – ***** My best refund ever, and I got it deposited directly to my account. I’m a student and James made it so easy, quick, affordable, and convenient for me.
Mark S. – ***** I met James at a coffee shop in Costa Mesa where I gave him my forms, and the tax return was completed in just three days. He was professional, and the price was right.
The Tax Hombre’s
Best Dog Ever – Buddy
| The Tax Hombre Fees |
| All Tax Returns Include: *Free e-file for both Federal and State *In-Person meeting to gather documents (will be returned) and intake questionnaire *Conversation about needs, concerns, and questions *Hard copy of submitted tax returns (both Federal and State) upon completion & payment |
BASIC RETURN FEE: $295.00 (now only $250.00)
| FORM | DESCRIPTION |
| W-2 | Wages or Salary |
| W-2, 1098-T | Scholarships |
| 1099-INT, 1099DIV | Interest/Dividends |
| 1099-G | Refund State/Local Taxes |
| 1099-R | Disability Income |
| 1099-G | Unemployment Income |
| SSA-1099, RRB-1099 | Social Security or Railroad Retirement Benefits |
| Sch K-1 | Other Income, gambling, Lottery, Jury Duty, etc. |
| 1098-E | Student Loan Interest (expense) |
| Alimony Income |
ADVANCED RETURN FEE: $495.00. (now only $395.00)
Includes all information on the Basic Return plus the following:
| 1099-Misc, 1099-NEC, 1099-K | Self-Employment Income, | |
| 1099-S | Income Loss from Sale of Assets | |
| 1099-R | Retirement Income | |
| 1095-A | Have Health Coverage through the Marketplace Exchange | |
| 1099-C, 1099-A | Debt cancellation, such as credit card or student loan, or home foreclosure | |
| 5498-A, 1099-SA, W2 with code W in box 12 | Health Savings Account Expenses | |
| Tip Income | ||
| Income loss from rental property | ||
| Self-Employment Expenses | ||
| Adopt a Child | ||
| Purchase or Installation of Home Energy-Efficient Items | ||
| Receive First Time Home Buyer Credit in 2008 | ||
| Filed a Federal Return Last Year Containing a “Capital Loss Carryover” on form 1040 schedule D | ||
| Registered Domestic Partners | ||
| Any unusual circumstances ( Determined by The Tax Hombre) | ||
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