CashFlow Tax Service

Cashflow Tax Service at a glance

 Our mission is to serve our clients with the highest integrity, knowledge and professionalism.  

Cashflow Tax Service is more than a tax office, we pride ourselves in creating long-term relationships! We strive to provide a complete package of services for each individual and business. Our Tax services include:

  • Personal & Business Tax Returns
  • Out-of-State & Multi-State Returns
  • Payroll & Sales Tax Reporting 
  • Individual & Business Tax Planning
  • Authorized IRS E-file Provider 
  • Fast Refunds!

Highest Returns! – We work diligently to get you the highest return possible! its our job to stay up-to-date with the new IRS regulations and convert them into money in your pocket! 

No W-2? No 1099? NO PROBLEM! Simple Tax Process –  Our goal is to make the tax preparation process as easy as possible. We provide you with the highest, fastest, and most accurate return possible. Your tax preparation service can be conducted either in person, by phone and/or e-mail - whichever is most convenient for you.  Whatever your circumstances, we are here to give you the best advice to maximize your refund. 

CASH ADVANCES? Of Course! UP TO $3,000! –  Our professional tax preparation software put tax refund dollars in our clients' hands the same day! That's right, the same day! Up to $3,000 can be available in advance of our clients refund with high approval rates! We offer all the same or better return options as larger franchises which include:


  • Pre-season Refund Advances
  • In-Season Refund Advance up to $5,000
  • Checks pick up from our office
  • Pick up refund in Cash at local Wal-Mart Financial Service Centers
  • Instant Issue Prepaid Debit Card
  • Direct Deposit to checking or savings account
  • Traditional check in the mail from the U.S. Treasury

We keep you informed! –  This website is designed to provide you with helpful information regarding tax services. Please use the resources below to answer commonly asked questions:



Government Links

Still have more question? Check out our FAQ section below.  



Cashflow Tax Service FAQ's


Do I need to file a return?

  An individual must file a return if either their gross income or their adjusted gross income (AGI) was more than the amount defined by law. California residents must consider their total worldwide gross income to determine their filing requirement. Part-Year residents must file a return if they have any income taxable by California (which includes income from all sources while a resident and California source income while a nonresident), and their income from all sources is more than the filing requirement amounts for residents. Nonresidents must file a return if they have any California source income and their income from all sources is more than the filing requirement amounts for residents. 

If both parents want to claim Earned Income Credit who is entitled?

 If the child is a qualifying child of both parents, they may choose which one will claim the credit. If there are two qualifying children, each parent may claim the credit on the basis of one of the children or one parent may claim the credit with both children. If both actually claim the credit on the basis of the same child or children, the parent who is entitled to the credit is the parent with whom the child lived for the longest period of time during the tax year, or the parent with the higher adjusted gross income (AGI) if the child lived with each parent for the same amount of time during the year. 

What expenses qualify for educational credit?

 Expenses that qualify are tuition and fees required for enrollment or attendance at any college, vocational school, or other post-secondary educational institution eligible to participate in the student aid programs administered by the Department of Education. Qualified expenses do not include books, room and board, student activities, athletics (unless the course is part of the student's degree program), insurance, equipment, transportation, or other similar personal, living, or family expenses. The cost of books and equipment are generally not qualified expenses because eligible educational institutions usually do not require that fees for such books or equipment be paid to the institution as a condition of the student's enrollment or attendance at the institution. 

How long does it take to receive your refund?

 In general, a refund check should be issued within 6 to 8 weeks of filing a paper return. If you have elected on your paper return to receive a direct deposit, the refund should take 1 week less time to be issued. With e-file on the federal, your refund will be issued in half the time as when filing on paper (even faster if you choose direct deposit). Most refunds are issued within weeks. In many cases, you can receive your refund in about 14 days, particularly if you choose direct deposit. On your state return, it would be approximately 7-10 business days. 

What do I need to bring for my appointment?


Names, birth dates, and social security numbers for yourself, spouse and all dependents if you are a new client or if dependents are not in our computer system.

  • All sources of income (W-2’s, or 1099’s, including dividends)
  • Stock information (bought & sold)
  • Mortgage interest statement (1098’s)
  • Taxes paid on home mortgage
  • Donation receipts (cash & non-cash, i.e. clothes, furniture, etc.)
  • Education credit expenses
  • Childcare expenses (including care providers SS#, or employer ETD#)
  • Bank account information (account number & routing number)
  • Escrow papers (if you bought, sold or refinanced your home during the tax year)
  • Car license fees (if you itemize on the long form)
  • Union dues (if you itemize)
  • Bill of Sale (if you bought a boat, car, motorcycle, motor-home, or other special item)
  • Employee business expenses (any receipts if you bought anything for work, if you itemize)
  • Office-in-home expenses (total sq feet of home, utilities, insurance, and other expenses)
  • Rental income & expenses
  • Estimated taxes paid during the tax year including the January installment

How long is the process?

Your taxes can be completed in as little as 30 mins! Schedule your appointment now!

Schedule appointment