Tax Filing Time
Intro:
Filing your taxes can feel overwhelming — especially if you’ve had a major life change or haven’t worked with a tax professional before. At Lily Tax, we help individuals and families across San Diego get clarity, not confusion.
Here’s what your first experience with us will look like — and why clients often say, “That was easier than I expected.”
Step 1: We Gather What Matters
When you first contact us, we’ll guide you through what to send. This might include:
- W-2s or 1099s
- Bank and brokerage statements
- Real estate details (especially with San Diego’s hot market)
- Info on dependents, student loans, or healthcare
Tip: We keep it simple with a secure online upload link — no need to drop off shoeboxes of paper.
Step 2: We Actually Talk With You
Unlike chain tax shops, we set aside time to talk through your situation — virtually or in person. We’ll ask:
- Did you move, marry, or switch jobs?
- Are you self-employed or freelancing?
- Any charitable donations or medical expenses to report?
One client from North Park told us, “I thought I’d owe a ton, but you found credits I had no idea about.”
Step 3: We File and Follow Up
Once we’ve reviewed everything with you, we’ll e-file your return and walk through the results. If there’s a refund, we’ll help track it. If you owe, we’ll go over payment options and planning strategies for next year.
San Diego freelancers and gig workers often benefit from our quarterly tax plan — it prevents surprises and builds peace of mind.
What Makes Lily Tax Different?
- We explain forms and terms in plain English
- We work year-round, not just April
- We take time to educate and empower our clients
Whether you’re a newly married couple in Mission Valley or a self-employed designer in Hillcrest, we’re here to make your taxes clear, accurate, and stress-free.