Tax Filing

We are often asked "What documents do I need to bring with me to get my taxes done?"
You can make the very most of our meeting by being prepared and bringing all the documents you feel might be useful in preparing a complete and accurate return.

These documents should include;

1. Copy of your prior years return, if we did not prepare it for you.
2. All W-2's, and 1099 forms
3. Form 1099-Int (interest) and 1099-Div (Dividends)
4. From 1099-B showing any brokerage trades in stocks and bonds.
5. Forms K-1 for income from partnerships, small business, or a trust.
6. Form 1099-SSA showing Social Security received.

Be sure to bring written documents for additional income not reported on a W-2 or 1099 form, such as other self-employment income, rental income, or alimony. This could be in the form of a spreadsheet, bank statements or other written evidence.

Bring canceled checks, receipts, or spreadsheets to document any tax-related expenses. These may include contributions to your traditional or SEP-IRA, moving expenses, college expenses, medical & dental expenses, real estate taxes, gifts to charities and churches, and daycare or childcare costs. Some expenses are reported directly to you. Mortgage interest, for example is reported on form 1098, and student loan interest is reported on form 1098-E.

If a new client, please bring a photo ID and social security cards for yourself and each dependent. If you paid estimated taxes, bring a summary of your federal and state payments and copies of the canceled check

IRS Tax Map*
For Current & Previous Tax Years

Transcript
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International Tax Topic Index*
Index of Topics of Special Interest to International Taxpayers

Affordable Care Act (ACA) Tax Topic Index*
A specialized index of Affordable Care Act topics.

Latest News from IRS

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Accounting Business Links

• www.irs.gov
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           (Protect yourself from Identity Theft)

• Apply for EIN
• Apply for ITIN (W-7)
• W-7 (Instructions)

Tax Checklist
When filing taxes, it is important and helpful to have your paperwork and records organized and easily accessible. The list below will help you in the preparation of your own return or prepare you for a visit to one of our offices for assistance.
The following information is from the Internal Revenue Service's website
and is for informational purposes only and should not be construed as legal advice.

Automobiles

• Personal property tax information

Employment and income information

• W-2 forms
• Unemployment compensation (Form 1099-G)
• Miscellaneous income, including rent (Form 1099-MISC)
• Partnership, S Corporation and trust income (Schedules K-1)
• Pensions and annuities (Forms 1099-R)
• Social Security/RR1 benefits (Forms RRB-1099)
• Alimony received
• Jury duty pay
• Gambling and lottery winnings (Forms W-2G)
• Prizes and awards
• Scholarships and fellowships
• State and local income tax refunds (Form 1099-G)

Financial assets

• Interest income statements (Form 1099-INT & 1099-OID)
• Dividend income statements (Form 1099-DIV)
• Proceeds from broker transactions (Form 1099-B)
• Retirement plan distribution (Form 1099-R)

Financial liabilities

• Auto loans and leases if vehicle used for business — account numbers and car values
• Student loan interest paid
• Early withdrawal penalties on Certificates of Deposit (CDs) and other time deposits

Homeowner/renter information

• Residential address for the current tax year
• Mortgage interest (Form 1098)
• Sale of your home/real estate (Form 1099-S)
• Interest paid on second mortgage
• Real estate taxes paid
• Rent paid during tax year
• Moving expenses

Miscellaneous tax documents

• Federal, state and local estimated income tax paid for current year (estimated tax vouchers, cancelled checks and personal payment records)
• Individual Retirement Account (IRA), Keogh and other retirement plan contributions
• Records to document medical expenses
• Records to document casualty or theft losses
• Records for any other expenditure that may be deductible
• Records for any other revenue or sales of property that may be taxable or reportable

Personal/business expenses

• Gifts to charity (qualified written statement from charity for any single donations in excess of $250)
• Non-reimbursed expenses related to volunteer work
• Non-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
• Investment expenses
• Job-hunting expenses
• Job-related education expenses
• Child care expenses
• Medical Savings Accounts
• Adoption expenses
• Alimony paid
• Tax return preparation expenses and fees from prior years

Personal information

• Social Security Numbers of all family members including spouse and children
• Childcare provider information including name, address and tax identification number or Social Security Number
• Any alimony paid and the Social Security Number of ex-spouse

Self-employment data

• Business income (Form 1099-MISC and/or personal records)
• Partnership SE income (Schedule K-1)
• Business-related expenses (receipts, other documents and personal records)
• Farm-related expenses (receipts, other documents and personal records)
• Employment taxes and other business taxes paid for current year (personal records)

Frequently Asked Questions

Q. How much do you charge?
    The rates are       1040       $150.00
                                  1040 A    $135.00
                                  1040EZ  $100.00
                                   State Returns FREE with paying Federal.
                                   1040EZ for students $45.00 with paying parents preparation in office.
We match the tax preparation fee of previous year paid by you.  All things being equal, if our fee is higher, you will pay the lower price.  LAST YEAR receipt must be provided.  
               
Q. Do I need an appointment?
    Yes, an appointment is always appreciated  as we value your time.

Q. Are you available evenings and weekends?
    Yes, my hours are very flexible. I am here to help you with your tax and financial needs. During tax season we are open M-F from 9-9. Sat. 9-5      and Sundays 10-3 PM.

Q. Can I drop off my papers and you call when done?
  Yes, you can drop-off and we will call you when completed. A short info sheet and questionnaire need to be filled out that ensures I have all the information I need to prepare your return.

Q. How long does it usually take?
    It typically takes 12 to 24 hours to prepare your return if dropped off. There are times when it will take longer based on the complexity of the return.

Q. Can I fill out my own form and you electronically file it?
    No, the cost associated with creating your return for electronic filing does not justify my time to do it. Electronic filing is a free service provided when your return is prepared by us.

Q. When will I get my refund?
    No person or firm can guarantee when you will receive your refund. The IRS controls when you will get your refund. Based on past years, if you file your return by Wednesday of the week, your refund might be in your mailbox the following Friday.

Q. How can I pay for having my taxes prepared?
     I accept either cash or check for all services.

Q. Where are you located?
     Our office is located at 14911 Mill Branch Ln, Sugar Land, TX 77498.

Q. Do you guarantee your work?
     We stand behind the work we do. If I make an error, I will correct it and pay the penalty and interest incurred. Of course, this only applies if it is my error and not an omission of pertinent information on your part.
 
Q. How can I receive my refund?
      You can receive your refund direct deposited into your bank account from the IRS and into your account at no extra charge. You can also receive your refund by mail.

How Long To Keep The Records?
Business Documents:
Business Documents To Keep For One Year

• Correspondence with Customers and Vendors
• Duplicate Deposit Slips
• Purchase Orders (other than Purchasing Department copy)
• Receiving Sheets
• Requisitions
• Stenographer's Notebooks
• Stockroom Withdrawal Forms

Business Documents To Keep For Three Years

• Employee Personnel Records (after termination)
• Employment Applications
• Expired Insurance Policies
• General Correspondence
• Internal Audit Reports
• Internal Reports
• Petty Cash Vouchers
• Physical Inventory Tags
• Savings Bond Registration Records of Employees
• Time Cards For Hourly Employees

Business Documents To Keep For Six Years

• Accident Reports, Claims
• Accounts Payable Ledgers and Schedules
• Accounts Receivable Ledgers and Schedules
• Bank Statements and Reconciliations
• Cancelled Checks
• Cancelled Stock and Bond Certificates
• Employment Tax Records
• Expense Analysis and Expense Distribution Schedules
• Expired Contracts, Leases
• Expired Option Records
• Inventories of Products, Materials, Supplies
• Invoices to Customers
• Notes Receivable Ledgers, Schedules
• Payroll Records and Summaries, including payment to pensioners
• Plant Cost Ledgers
• Purchasing Department Copies of Purchase Orders
• Sales Records
• Subsidiary Ledgers
• Time Books
• Travel and Entertainment Records
• Vouchers for Payments to Vendors, Employees, etc.
• Voucher Register, Schedules

Business Records To Keep Forever
While federal guidelines do not require you to keep tax records "forever," in many cases there will be other reasons you'll want to retain these documents indefinitely.

• Audit Reports from CPAs/Accountants
• Cancelled Checks for Important Payments (especially tax payments)
• Cash Books, Charts of Accounts
• Contracts, Leases Currently in Effect
• Corporate Documents (incorporation, charter, by-laws, etc.)
• Documents substantiating fixed asset additions
• Deeds
• Depreciation Schedules
• Financial Statements (Year End)
• General and Private Ledgers, Year End Trial Balances
• Insurance Records, Current Accident Reports, Claims, Policies
• Investment Trade Confirmations
• IRS Revenue Agents' Reports
• Journals
• Legal Records, Correspondence and Other Important Matters
• Minute Books of Directors and Stockholders
• Mortgages, Bills of Sale
• Property Appraisals by Outside Appraisers
• Property Records
• Retirement and Pension Records
• Tax Returns and Worksheets
• Trademark and Patent Registrations

Personal Documents:
Personal Documents To Keep For One Year

• Bank Statements
• Paycheck Stubs (reconcile with W-2)
• Canceled checks
• Monthly and quarterly mutual fund and retirement contribution statements (reconcile with year end statement)

Personal Documents To Keep For Three Years

• Credit Card Statements
• Medical Bills (in case of insurance disputes)
• Utility Records
• Expired Insurance Policies

Personal Documents To Keep For Six Years

• Supporting Documents For Tax Returns
• Accident Reports and Claims
• Medical Bills (if tax-related)
• Property Records / Improvement Receipts
• Sales Receipts
• Wage Garnishments
• Other Tax-Related Bills

Personal Records To Keep Forever

• CPA Audit Reports
• Legal Records
• Important Correspondence
• Income Tax Returns
• Income Tax Payment Checks
• Investment Trade Confirmations
• Retirement and Pension Records

Special Circumstances

• Car Records (keep until the car is sold)
• Credit Card Receipts (keep with your credit card statement)
• Insurance Policies (keep for the life of the policy)
• Mortgages / Deeds / Leases (keep 6 years beyond the agreement)
• Pay Stubs (keep until reconciled with your W-2)
• Property Records / improvement receipts (keep until property sold)
• Sales Receipts (keep for life of the warranty)
• Stock and Bond Records (keep for 6 years beyond selling)
• Warranties and Instructions (keep for the life of the product)
• Other Bills (keep until payment is verified on the next bill)
• Depreciation Schedules and Other Capital Asset Records (keep for 3 years after the tax life of the asset)

Calculators*  Please try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.
Cash Flow                                    College                         Credit                     Home and Mortgage          Insurance           Investment
Paycheck and Benefits        Qualified Plans        Retirement         Saving                                         Taxation             Auto         Business
*Source: cpasolutions.com

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