We provide bookkeeping, payroll and tax preparation services for businesses, non-profits, individuals and trusts with a personal touch. Modica Financial &Tax offers professional bookkeeping, and tax preparation combined with personalized business advice. We pride ourselves in creating personalized client relationships and are committed to maintaining and nurturing these relationships with our clients as their business grows and changes.
Modica Financial &Tax specializes in providing accounting services; including general bookkeeping, tax preparation, accounting software installation, QuickBooks support and training. Modica Financial &Tax helps you, the business owner, maintain control of your accounting while giving you the knowledge and tools you need to succeed.
Modica Financial &Tax specializes in providing accounting services; including general bookkeeping, tax preparation, accounting software installation, QuickBooks support and training. Modica Financial &Tax helps you, the business owner, maintain control of your accounting while giving you the knowledge and tools you need to succeed.
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About us
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Heather Newsom has been a Certified QuickBooks ProAdvisor since 2004, providing support, implementation, and training on all versions of the software.
Heather Newsom is an Enrolled Agent.
Enrolled agents (EAs) are America's tax experts.
EAs are the only federally-licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service.
Jessica was born and raised on the Central Coast and graduated from Atascadero High School in 2015.
Heather Newsom is an Enrolled Agent.
Enrolled agents (EAs) are America's tax experts.
EAs are the only federally-licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service.
Jessica was born and raised on the Central Coast and graduated from Atascadero High School in 2015.
Services
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The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk!
It pays to be prepared and organized in your approach for financing.
Planning is the key to successfully and legally reducing your tax liability.
We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Our team is waiting to assist you through every step of the process.
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk!
It pays to be prepared and organized in your approach for financing.
Planning is the key to successfully and legally reducing your tax liability.
We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Enrolled Agent
Report
An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS.
Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation.
Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS.
Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation.
Resources
Report
Taxpayers can start checking their tax refund status within 24 hours after receiving an e-filed return.
The easiest and most convenient way to do this is by using the Where's My Refund?
Tool on the IRS website.
The tool also provides a personalized refund date after the return is processed and a refund is approved.
The tool displays progress in three phases: when the return was received, when the refund was approved, and when the refund was sent.
When the status changes to approved, this means the IRS is preparing to send the refund as a direct deposit to the taxpayer's bank account or directly to the taxpayer in the mail, by check, to the address used on their tax return.
The easiest and most convenient way to do this is by using the Where's My Refund?
Tool on the IRS website.
The tool also provides a personalized refund date after the return is processed and a refund is approved.
The tool displays progress in three phases: when the return was received, when the refund was approved, and when the refund was sent.
When the status changes to approved, this means the IRS is preparing to send the refund as a direct deposit to the taxpayer's bank account or directly to the taxpayer in the mail, by check, to the address used on their tax return.
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