Tax Preparation

We’re Open All Year To Help You.

  • IRS Letters
  • Tax Questions
  • Extensions
  • Amended Tax Returns
  • And Much More!

Preparing your own income tax return can be a task that leaves you with more questions than answers.  Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing and time consuming. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.


Individual Tax Preparation

It’s just not preparing your tax return it’s helping you plan what’s best for you.

While our clients include taxpayers of all income levels, we specialize in the middle to upper middle income individuals and families just like yours.  That means we’ll look for every deduction, every credit, and every opportunity to put more money in your pocket.

We will look at any major change in your life that can affect your tax situation:

  • Marriage
  • New Career
  • Home purchase
  • Children

Our focus is on you, your needs and your situation.  It’s a personal touch , not a pre-packaged hurry in hurry out cure all. Our professionals will meet with you to examine your tax situation and suggest actions to help you meet your goals.  Go ahead and see how we will deliver all our services in a caring and concerned manner, all while saving you time and money.

It’s easy to get started using Books 2 Taxes.  Here’s how:

  • Your tax return will be checked and rechecked by our professionals and computer software.
  •  Your tax return can be filed electronically so you will get a refund back quicker.
  • Our staff will show you how to adjust your payroll withholding to get more money back each week.
  • We will show you potential deductions to limit your tax liability for next year.

For the convenience of our client, we do pre-schedule appointments, so please be sure to make your appointment as earlier as possible for any tax preparation services.  Walk-in are welcome but only during limited hours, drop off service is also available.

Our tax preparation services:

  • You don’t have to keep up with the changes in tax laws.
  • Save money with professional advice to lower your tax liability.  We know every deduction, every credit and tax saving opportunities available.
  • You save time, our professionals have prepared thousands of returns and are experts.  Drop off your tax information so you can spend your time enjoying your family and friends.

A tax service company that cares about you

  • Our philosophy is based on the belief that we are on our client’s side.
  • We provide our clients tax guidance with an emphasis on customer service, efficiency, and expertise.
  • We handle tax returns for all states and also can electronically file most returns.
  • We also can handle IRS or state tax letters

Our offices is open year round to provide you the support you need, not just during tax season.  We are happy to help take some of the weight off your shoulders.  If you need any sort of tax service, please , don’t hesitate to give us call or text and chat with one of our friendly and informative professionals.  Let us show you why we offer the best tax preparation that Klamath Falls has available today!

Business Tax Preparation

Books 2 Taxes offers complete tax preparation services for your small business. Books 2 Taxes is NOT a do-it-yourself service. Our highly qualified licensed tax professionals, prepare and file your taxes wherever your business is located in the United States, and whatever your business activities may be. Because of Books 2 Taxes unique centralized data processing model, we are able to offer our professional tax services at significant savings. More importantly, our tax professionals ensure that you and your business get each and every deduction you deserve.



  • Preparation of Federal and State business income tax returns, including Corporate, Partnership, and Sole Proprietorship returns, for all types of businesses.
  • Preparation of personal tax returns for business owners.
  • Preparation of sales and use tax returns for California retail clients
  • Preparation of quarterly tax returns for our payroll clients
  • Support of all necessary tax forms and schedules.
  • All your business tax questions answered throughout the year

Books a Mess: No Problem!
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare your business return, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape for the next year.

Drop off Service
We encourage those who work long hours or don’t quite have enough time to sit around a tax office to fill out our client drop off sheet and drop off your tax forms or documents and leave the rest to us.


How Does It Work?

  • Business Tax Returns – If we have performed bookkeeping services for your business throughout the year, we will simply prepare your tax return based on the financial data that we would already have prepared for you. If you are new to SB Suite, you can simply provide us with your existing financial reports, which we will review for accuracy before preparing your tax return, or you can provide us with all the source documents with which we can perform “catch-up” bookkeeping, after which we will prepare your business tax return.
  • Sales Taxes – We will prepare your sales/use/excise tax returns on a monthly or quarterly basis, based on the sales and related data we book for your business one of our bookkeeping services. If you are not a regular (monthly or quarterly) Books 2 Taxes client, we will simply ask you to provide us with your sales and sales tax reports (from your point-of-sale system or other source), and we will prepare your sales return.
  • Payroll and related Returns – If you sign up for our payroll services, all payroll related filings are included. This includes federal and state income tax witholding returns, as well as unemployment reports. If you are not a Books 2 Taxes Payroll client, simply provide us with your payroll reports and we will file all relevant reports