Hello
Welcome to the office of Brian J. Egan CPA.Brian is a tax preparer with a solo practice of 25+ years in beautiful Redondo Beach, CA.
Thank you for stopping by to see what he's all about.
About
Brian J. Egan is a graduate of Cal Poly San Luis Obispo. He resides in Redondo Beach, CA where he lives with his wife and where they raised two daughters together.Brian has been self-employed for the past 30 years as a solo tax preparer. He considers himself lucky to be self-employed as it has allowed him to be available for his family.
Background
Certified Public Accountant, 1981-Present
B.A. Business Administration, Cal Poly San Luis Obispo, 1979
Board Member, SeaCoast Church
Important Dates
It's that time of year again: Time to file taxes. The following instructions are
given to allot time for prompt filing, which is our shared goal.Thank you in advance for gathering your forms.Note the following send-by dates:
| Date | Deadline |
|---|---|
| Feb. 1, 2022 | Preferred early deadline for all clients |
| Feb. 15, 2022 | Partnership deadline for on-time filing |
| Mar. 1, 2022 | Corporation deadline for on-time filing |
| Mar. 15, 2022 | Final deadline for individuals for April 15th |
| Forms/Items to Mail |
|---|
| W-2, 1099s, 1099-R, 1098, 1095-A (Where applicable.) |
| Please list expenses: medical, charity/non-profit, DMV fees, and property taxes for homeowners. |
| Business-owners: List revenues & expenses. |
Frequently Asked Questions
Note: The following FAQs are for your reference only; consult directly with Brian regarding your specific case.
Q: Do I need to staple my 1099 to my form 1040?
A: No, only the W-2 needs to be stapled to your form 1040.Q: May I contribute to both an IRA and a 401k in the same year?
A: Yes, but your income should be lower than $100,000 for that year.Q: If I sold stocks in the past year, do I need to include that in my income?
A: Yes, because the sale results in taxable capital gain income.Q: Do you offer book-keeping services?
A: No, but I can refer you to another CPA who is excellent at providing these accounting services.
COntact
Brian is proud to be available for his clients to answer questions as they arise and offer expert advice. He will be using this website as a place to point clients toward commonly-asked questions (FAQs) and other resources.To speak with him directly regarding tax-related questions, you can reach him by phone or email. He prefers to schedule phone calls ahead of time via text message. Thank you for respecting his time, especially as
tax deadlines draw near.Calls and messages will be returned between 9 am - 6 pm on business days, unless otherwise scheduled.
| Method | Number/Address | Notes |
|---|---|---|
| Call/Text: | (310) 938-6365 | Mon-Fri: 9a - 6p |
| Fax: | (310) 792-2906 | 9a - 6p (preferred) |
| Email: | [email protected] (preferred) | [email protected] (alternate) |
| Mailing Address: | Send Brian a text or email if you need this. | Hint: It's been the same for 25 years. |
Payment
You will receive an invoice when you receive your completed tax return.Brian accepts the following methods of payment:
| Via | Instructions |
|---|---|
| Check | Mailed or in-person, made out to "Brian Egan" |
| Zelle | Submit through participating banks, specify his email ([email protected]) |
Please provide payment within 30 days of receipt of invoice. Thank you.