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Welcome back for your 2014/2015 tax return preparation and tax return
planning !
Please click the links on this page to access my
annual "Welcome Letter," an "Engagement Letter" and other
information.
Welcome!
Overview for working on 2014 tax returns,
Welcome Letter - click here
(2 page PDF) to read.
Please read and sign before we start:
Engagement Letter - click here
(4 page PDF). After reading and keeping a copy for yourself
then
please provide
your "agreement signature" by using the electronic form below or print, sign and return paper copies.
Tax Tips:
and tax law changes for 2014/2015,
click here to read
or tax law changes for 2013/2014,
click here
or tax law changes for 2012/2013,
click here
or tax law changes for 2011/2012,
click here
or tax law changes for 2010/2011,
click here
or tax law changes for 2009/2010,
click here
or tax law changes for 2008/2009,
click here
or tax law changes for 2007/2008,
click here
Important IRS Tax Filing Deadlines
When you should expect your work to be done, when it is due, when
payments are due,
click here (3 page PDF).
Need an extension of time?
Brochure explaining going on extension,
click here (2 page PDF) to read.
A list of reasons to go on
extension.
Optional Organizer (for form 1040):
Generic
Individual Tax Organizer
Letter (31 page fillable PDF)
Client Tax Organizer (5 page fillable PDF)
Individual Income Tax Organizer (8 page PDF).
Save either of these generic organizers to your computer, fill in, save your work, and then email or print and mail to us
- or if you'd like The Tax Notebook, an interactive personalized organizer populated with your own 2013 data,
ask to have it uploaded before March 31, 2015, and for a password to be sent to you.
CPA Fee Payments:
If using a credit card to pay a bill or a retainer payment at this
time, please use this link:
payments
IRS Tax Payments:
Tax payments can be made via the internet using EFTPS please use this link:
payments
Once you are on the IRS web site clink [login] then click [enroll].
Tax payments can be made via the internet using IRS Direct Pay! please use this link:
payments
Employers / Payroll Taxes:
Payroll taxes need to be paid electronically,
click here to register
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Engagement Letter - click here
(4 page PDF)
Electronic
"Signature" Submission
Inquiries
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