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Skyline of vibrant San Diego
A Professional | Proactive |
Personable | San Diego CPA Firm
Conveniently Located in Historic Liberty Station


2024 Tax Filing Season Info
for Your 2023 Return

Sign and submit your engagement letter as soon as you receive it in your email from


Your tax documents have been sent from ShareFile Notifications:

> 2023 Admin Policy (includes dates for discounts and more)

> 2023 Transmittal Letter
> New tax deadlines for 2024
> Engagement Letter (same as one from RightSignature

As of today, the must due date for your tax organizer materials for the 2024 filing season (2023 return) is Friday, March 1, 2024 -- in order for us to complete your individual return by Thursday, April 10, 2024.


For San Diego County filers, there is a filing extension to June 17, 2024. Organizers are due May 1 to file or file and extension. Click here for more information.

Early Bird Discounts:

February 15, 2024 - 6%
February 22, 2014 - 4%
February 29, 2024 - 2%


1. We will no longer accept JPG files as documentation. Scan necessary documents to PDF files and summarize business and charitable expenses--do send us receipts. 

2. Your organizer must be substantially complete – including all relevant tax documents in order to be eligible for the discount. 


If your organizer is received on or after Friday, March 1, 2024 through March 29, 2024, your tax return preparation services will be as follows:
❖ An INCREASE of 15%, and you may be subject to late filing or late payments penalties. Preparations of extensions are for an additional fee of a minimum of $50.

If your organizer is received on or after Saturday, March 30, 2024 your tax return preparation services will be as follows:
❖ An INCREASE of 20% for your tax preparation services, and we will be required to file an extension, and you may be subject to late filing or late payment penalties. In addition, preparations of extensions are for an additional fee of a minimum of $50.

Extended Returns

We have similar submission deadlines for extended returns. Our guaranteed timely filing deadline past April 15, 2024, is Tuesday, September 1, 2024. Any tax organizer submitted after that date will incur a 50% fee increase.

Payment is Due Upon Completion of the Tax Returns - NO EXCEPTIONS:
In most cases, we will provide you with a draft of your return via secure electronic mail. When you accept the return, payment is due in full. Your return will not be electronically filed until payment is received in full. Please refer to your engagement letter for additional policies regarding fees and payments.

Find your Tax Folders in the Mann & Associates Portal. Use the link below to access - submit your password, and you will have access to download and upload all your materials.

Mann & Associates CPA Flyer
Why Mann & Associates
Women of Influence SDMETRO
SDBJ Accounting

You benefit because award-winning Jeanne and her team are committed to:

  • reducing your accounting fees by efficiently and cost-effectively managing your account. You'll know your fees up front.

  • becoming your trusted advisor-­responsive, open and approachable.

  • providing close, personal attention to your financial needs.

  • giving you the assurance that the personal assistance you receive comes from years of training, technical expertise and keen finan­cial insight.

  • continuing our education with up-to-date knowledge of tax laws and regulations.

  • utilizing the latest technology to bring you superior service.

IRS Website

Why Set Up an
Online IRS Account?

It’s important that as your accounting firm we file the most accurate returns possible to reduce the need to contact the IRS.  Our ability to reach the IRS is severely limited, and the lag time for processing mailed returns or responses is well over six months behind.  

Here are some tips to ensure your refunds are received timely:

  • Setup your IRS online account at

  • Review your tax documents before you submit them to assure, they are complete.

  • Confirm the amount of ES-1040 estimated tax payments you made for 2023.

If you have dependents who must file a return or an ex-spouse who may claim the same dependent, make sure in advance who is eligible to file the claim for the dependent(s)

Information about why to set up an online IRS account.
With an online IRS account, you view your account status, make payments (including balances due and estimates, and more), view past payments, confirm economic impact payments received, pull IRS transcripts, and view new IRS notices and letters you received. We hope having your IRS online account will enable us to resolve matters more efficiently, but please note we have no access to your account.

The above items we mentioned are all things that frequently created IRS notices that we had to respond to in previous filing seasons, and any of these issues can also delay your refund.

Mann CPAs One-Sheet
We are happy to have an updated promotion sheet for you to download. The one-page summary of Mann & Associates APC is ideal to share with business colleagues, friends and family. 


Click here to download.

Mann accounting office in Liberty Station
Areas of Practice


Financial Reporting & Assurance


Tax Accounting



Management Accounting

Entity Selection

Cash Management


"With Mann & Associates, I know they are looking at our big picture all year long, not just during tax season. Jeanne returns my calls and is very approachable."

Cody Nosko

"Mann & Associates anticipates and creates opportunities for our company. In addition to extraordinary service, Mann and her team are consummate professionals. They know accounting, audits, taxes and more."

Joseph Kelchlin

Beneficial Owner

New BOI Form Requirements
for Beneficial Owners

Beneficial owners (BO) are broadly defined and involve owners who directly or indirectly own more than 25% of the entity’s ownership interests or exercise substantial control over the reporting company. Given the severity of the fines, it may be safer to err on the side of overinclusion rather than under inclusion. If you are unsure, contact Jeanne Mann for her counsel. Please understand the importance of talking with Jeanne regarding navigating these reporting requirements.
Click on the More button for PDF on the information.

Success Stories
Cindy Kunz and Jeanne Mann

Cindy Kunz of the San Diego Sandwich Company  celebrates 20 year business anniversary with her CPA Jeanne Mann!

Navigating the Portal

Be sure to bookmark this page of        the website for links to important tax-related information.


This is where you will find the link to upload your information to our safe and secure portal.


Mann & Associates CPA works as a team with you
Mann & Associates CPA logo
Yelp reviews

Click on the Yelp logo to check out our reviews on Yelp, and we encourage you to leave us a review!

Liberty Station in Pt. Loma


Mann & Associates APC
Certified Public Accountants
2535 Truxtun Road, Suite 207

San Diego, CA  92106

Call today to set up a consultation with Jeanne Mann, CPA at (619) 222-5900.

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