Why Choose Steve Hamilton for Your Tax Preparation?
Make Tax Season Stress-Free with Steve Hamilton Tax Preparation and Accounting
Tax season doesn't have to be overwhelming. At Steve Hamilton Tax Preparation and Accounting, we've spent over 30 years making tax preparation simple, personal, and stress-free for Central Coast families and individuals. Steve Hamilton brings more than three decades of tax preparation experience, starting with seven years at H&R Block and maintaining his California tax preparer license since 1997. With a Bachelor's degree in Business Management (Magna Cum Laude) and diverse experience across multiple industries, plus work with the San Luis Obispo Public Guardian's Office, Steve understands even the most complex tax situations.
What truly sets us apart is our personal approach – we come to you. Instead of rushing through appointments in crowded offices, you can have your taxes prepared in the comfort of your own home, or choose our convenient remote services for busy schedules. As a Central Coast resident since 1986, Steve is your year-round local partner who genuinely cares about maximizing your refund while keeping you completely compliant with tax laws. With 30+ years of expertise, you can rest easy knowing your taxes are in the hands of someone who has truly seen it all.
Tax Preparation Completely Stress-free.
805.748.9781 hamiltonproxy@gmail.com
Frequently Asked Tax Preparation Questions
1. What documents do I need to bring to a tax preparer?
To make sure your taxes are done right, it’s best to bring all your income forms like W-2s, 1099s, bank interest, and any other money you received. Also bring documents for deductions like mortgage interest, property taxes, medical bills, and anything related to school, childcare, or retirement. If you own a business or rental, bring your profit and loss statement. A good tax preparer will help guide you through it and make sure you don’t miss a thing.
2. How much do tax preparation services cost in 2025?
Prices vary based on how simple or complex your taxes are. If you have just a job and a W-2, our tax preparation starts at $175 per return. If you own a small business or rental property, it could be more. For corporations, the returns start at $500. We are upfront about fees and explain exactly what you're paying for, so there are no surprises.
3. Is it better to do my own taxes or hire a professional?
Doing your own taxes might seem cheaper, but it’s easy to miss things that could save you money or get you in trouble later. We make sure everything is done right, we will probably find deductions you might not know about, and gives you peace of mind. It’s like having a guide through a tricky maze.
4. How do I know if I’m getting all my deductions and credits?
We stay updated on all the latest tax rules and asks the right questions to uncover deductions and credits you may not even know exist. We’ll review your situation carefully and make sure you’re getting every dollar you’re entitled to. It’s like having a detective working for your refund.
5. Can you help me with back taxes or IRS letters?
Yes, absolutely. We’ll help you sort through back taxes, figure out what’s owed, and even work with the IRS to set up a payment plan or clear up misunderstandings. You don’t have to face it alone—we’ll walk with you every step of the way.
6. Do I need to make quarterly estimated tax payments?
If you’re self-employed or don’t have taxes taken out of your income, you might need to make estimated payments every few months. We can help you calculate the right amount and set reminders, so you avoid penalties. It’s a smart way to stay on track.
7. What expenses can I deduct as a freelancer or contractor?
You can usually deduct things like supplies, equipment, a home office, mileage, and even part of your phone bill. Every business is different, and we will help you track what’s allowed so you don’t miss anything or get audited. It’s about keeping more of what you earn.
8. Can you help me set up my business to lower my tax burden?
Yes, setting up your business the right way can make a big difference. We can help you choose the best structure—like LLC or S-Corp—and explain what you need to do to save on taxes. It’s like building a strong foundation for your financial future.
9. Should I file as an LLC, S-Corp, or sole proprietorship?
It depends on your income, goals, and how much you want to separate your personal and business finances. We will explain the pros and cons of each option and help you pick what’s best for you. You don’t have to figure it out alone.
10. Can you help me with both business and personal taxes?
Yes! Steve is experienced in both areas and can help you see the big picture. He’ll look at how your business income affects your personal taxes and make sure everything works together to get you the best results. It’s all connected, and we’ve got you covered.
11. Is it too late to amend a previous year’s return?
In most cases, you can amend a return up to three years from when you filed it. If you forgot something or made a mistake, it’s not too late to fix it. We can help you file an amendment and get back any money you’re owed.
12. What should I do if I missed the tax deadline?
Don’t panic! It’s better to file late than not at all. We can help you file right away, reduce any penalties, and set up a payment plan if needed. The sooner you act, the more options you have.
13. When should I start preparing for next year’s taxes?
The best time to start is now. Keeping track of expenses and saving important documents throughout the year makes tax season much easier. We can help you make a plan so you’re not stressed when April comes.
14. How do I choose a trustworthy tax preparer?
Look for someone with experience, great reviews, and clear pricing. Ask if they offer support if you get audited. A caring, professional tax preparer listens to your needs, explains things in plain language, and truly wants to help. Trust your gut—this is someone you’ll share personal info with.
15. Do you offer audit protection or IRS help?
Yes! We stand by our work and will help you respond if the IRS has questions. It’s comforting to know someone’s in your corner if the IRS ever comes knocking.
16. Will you help me plan for next year?
Yes, we don’t just help you file—we help you plan. We’ll suggest ways to save more, reduce your taxes, and avoid surprises next year. It’s about being proactive, not just reactive.
17. What’s the difference between a CPA, EA, and tax preparer?
CPAs (Certified Public Accountants) and EAs (Enrolled Agents) have special licenses and training to represent you before the IRS and offer advanced tax and accounting help. A regular tax preparer may not have those credentials but can still offer great service for most needs. What matters most is finding someone who cares and knows how to help.
18. Can you help me lower my tax bill legally?
Yes! Steve knows the rules and how to use them to your advantage. He’ll help you find deductions, credits, and smart strategies to pay only what you owe—and not a penny more. It’s about making the system work for you, the right way.
19. How long do I need to keep my tax documents?
Tax documents should be kept for seven years as well as any supporting documents. Any documents related to an audit, house, rental, business, or a contract should be kept at least 10 years after the conclusion of the activity or ownership.
Tax Preparation Completely Stress-free.
805.748.9781 hamiltonproxy@gmail.com
More Info on Our Tax Preparation Services
Experience You Can Trust
When you choose our services, you're working with someone who truly knows taxes inside and out. Steve Hamilton has been preparing personal income tax returns for more than three decades. This isn't a side job or seasonal work – it's a lifelong commitment to helping people navigate their financial responsibilities with confidence.
Education and Professional Background
Steve's education speaks to his dedication to excellence. He earned his Accounting Certificate from Santa Barbara Business College and later completed a Bachelor's degree in Business Management from the University of La Verne, graduating Magna Cum Laude. This strong educational foundation, combined with decades of real-world experience, means you're getting expert-level service.
His professional background spans many different industries – service, manufacturing, retail, and public sector work. He's even worked for the San Luis Obispo Public Guardian's Office, managing finances and personal assets for conservatees and trusts. This diverse experience means he understands the unique tax situations that different types of work and income can create.
What Makes Our Tax Preparation Services Different
Here's what sets Steve Hamilton Accounting apart from other tax preparation services: we come to you. Instead of sitting in a crowded office or rushing through an appointment, you can have your taxes prepared in the comfort of your own home. This personal approach means you can ask questions freely, gather documents easily, and feel relaxed throughout the entire process.
For busy individuals who can't meet in person, we also offer remote services. Whether you prefer face-to-face meetings or virtual consultations, we work around your schedule and preferences.
A Local Business That Cares
Steve has been a Central Coast resident since 1986 and has been active in the community ever since. When you work with us, you're supporting a local business owner who lives and works in your neighborhood. We understand the unique aspects of living and working on the Central Coast, and we're here year-round if you have questions or need assistance.
Peace of Mind
Tax preparation isn't just about filling out forms correctly – it's about making sure you get every deduction you deserve while staying completely compliant with tax laws. With over 30 years of experience, Steve knows how to maximize your refund legally and safely. You can rest easy knowing your taxes are prepared by someone who has seen it all and knows how to handle even the most complex situations.
More Than Just Tax Season
While tax preparation is our specialty, Steve Hamilton Accounting also provides ongoing accounting services and trust services. This means we can be your year-round financial partner, not just someone you see once a year during tax season.
Tax Preparation Completely Stress-free.
805.748.9781 hamiltonproxy@gmail.com
