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Welcome back for your 2011/2012 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 2011 tax returns,
Welcome Letter - click here
(3 page PDF) to read.
Please read and sign before we start:
Engagement Letter - click here
(3 page PDF) and
IRS
Disclosure and Use Consent Form - click here. 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.
Please read the three new engagement letter paragraphs found at the
bottom of page 1, regarding obligations for filing IRS forms: 1099,
5471, 8938 and 90-22.1.
Tax Tips:
and tax law changes for 2011/2012,
click here to read
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
Assessment of Penalties - a word about what you need to know
regarding substantially increased federal and
state penalties
for the slightest issues and
new consent laws that restrict us from releasing your tax return data
to others, such as your
banker or lawyer, until you first sign a
IRS Disclosure and Use Consent Form, click here to read
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):
Client Tax Organizer (5 page PDF).
Individual Income Tax Organizer (8 page PDF).
2011 Income Tax Organizer (4 page PDF).
2011 Income Tax Organizer (4 page MS Word Document).
Save any one of these various general organizers to your computer, then fill them in, save your
work and then email or print and mail to us
- or if you'd like an interactive personalized organizer populated with your own 2010 data
ask to have it uploaded before March 31, 2012, 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].
Employers / Payroll Taxes:
Payroll taxes need to be paid electronically,
click here to register
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The new IRS use and disclosure regulations are
found in
Rev. Proc. 2008-35 and IRS Reg.
§301.7216-3
Electronic
"Signature" Submission
Inquiries
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