Tax Center

Best Return Bookkeeping, Inc.

Welcome to the 2020 Tax Season

Best Return Bookkeeping provides careful and confidential review of your tax circumstances. We take pride in our work and promise a personal, detailed deduction review and analysis to provide the most complete tax return possible.

We pride ourselves on our superior customer service, so please don’t hesitate to contact us with any questions!

(Start Here) New and Returning Clients...
Please DOWNLOAD, PRINT and COMPLETE the Client Information Form: English / Spanish


Please return the Client Information Form together with all your tax documents to our office:

By Drop-Off:
Edgewood Corporate Center
4600 S. Tracy Blvd, Suite 104
Tracy, CA. 95377
(Near ACE train station) - Map

By Fax:
(209) 832-5627


For New and Returning Clients, these are the items you should bring to your appointment...
  • 2017 Tax Return Copies (New Clients Only)
  • Client Information Form
  • All W-2’s
  • All 1099’s (if applicable)
  • Mortgage Interest Statements
  • All info regarding the sale of stock or cash out of 401k
  • Rental Property Info, Expenses, Income
  • All info on any small business, partnership or corporation
  • All important tax documents
  • Car registration fee amounts
  • Write down any questions you may have and bring them in

Once your paperwork has been received by our office, we will contact you to review a series of questions to verify that all your tax information is complete so that your return can be processed quickly and accurately.

2020 IRS e-file status
Best Return Bookkeeping will be accepting tax forms/documents and will be able to process tax returns, inform clients' of their refund/debt status and will be able to give them their copies of their tax returns beginning January 6th. The documents will remain in queue and be sent to the IRS for processing once the system opens for e-file acceptance.

Direct Deposit Limits (
IRS Publication 463 (

In an effort to combat fraud and identity theft, new IRS procedures effective January 2015 will limit the number of refunds electronically deposited into a single financial account or pre-paid debit card to three. The fourth and subsequent refunds automatically will convert to a paper refund and be mailed to the taxpayer.

Taxpayers also will receive a notice informing them that the account has exceeded the direct deposit limits and that they will receive a paper refund check in approximately four weeks if there are no other issues with the return. Taxpayers can track their refunds at Where's My Refund? The vast majority of taxpayers will not be affected by this limitation, and we would encourage taxpayers and tax preparers to continue to use direct deposit. It is the fastest, safest way for taxpayers to receive refunds. The direct deposit limit will prevent criminals from easily obtaining multiple refunds. The limit applies to financial accounts, such as bank savings or checking accounts, and to prepaid, reloadable cards or debit cards. However, the limitation may affect some taxpayers, such as families in which the parent's and children's refunds are deposited into a family-held bank account. Taxpayers, in this situation, should make other deposit arrangements or expect to receive paper refund checks.

Direct deposit must only be made to accounts bearing the taxpayer's name.

These actions by preparers are subject to penalty under the Internal Revenue Code and to discipline under Treasury Circular 230 (also, see Circular 230 Tax Professionals page).