If you DO NOT have any Interest to report, then please write down: NO INTEREST LAST YEAR.
* If you DID NOT receive a form, but interest is less then $10.00, send me the exact amount received from each bank.
It can be found on either the Jan or Dec bank statement.
If you sold stock please provide date of purchase & purchase price for each one.
Unemployment and Gambling:
Send any 1099-G Unemployment Forms.
Send W2-G Gambling Forms.
Itemizing Deductions:
(Employment -Related Expenses Not Covered by Employer)
Tax Prep Fees paid last year if new client.
Union Dues
Safe Deposit Box
Cellular Phone Business Phone Fax
Internet Costs
Continuing Education and Training Expenses
Uniforms
Professional Journals/Subscriptions
Laundry & Cleaning
Professional license fees
Professional Tools
Vehicle Information:
Write down amounts paid for each individual DMV Registration.
Vehicles used for business write down year, make, total miles driven that year and let me know how many of those miles how many are for business purposes.
Charitable Donations
List the amounts donated to each house of worship, schools, etc. (Separately).
List the amount of non-cash donations made to the good will, etc.
Any donations greater then $500.00, such as a car, please send the appraisal document provided by that organization.
Send Check To:
Send a check in the amount of $100 for a deposit. It will serve as the account information needed where you're Refund
Check will be directly deposited.
* Make check payable to John Vartanian, or Independent Tax, Real Estate and Mortgage Services, INC.
You can also send payment-using PAYPAL on Independent Tax, Real Estate & Mortgage Services, INC. web site on the payment page or directly to JohnTheTaxMan@hotmail.com. (If you use this option, send a voided check for direct deposit purposes. IT WILL SPEED UP THE PROCESS).
What is the Process
1. Once
we receive your information either by mail, fax or email we will do the
following: (approximate time to complete a file is 1 to 2 weeks
depending on when you send it in and the level of difficultly.)
Preferably before April 1st to make April 15th deadline.
2. We will you call you to let you know we received your file.
3. During the entering process the preparer will contact you with questions. Usually 2-4 days after being called.
4.
After the file has been completely entered with all missing info, you
will be called to go over the results on the phone. Usually, 1-4 days
after being called.
5. We
will then either Fax or E-mail you the e-file forms (8879), which are
to be signed and dated and send back Via fax,
E-mail or mailed back before we can submit your file. For more
complicated Income Tax Returns a copy of your entire return will be
e-mailed to you for your review. With
the new IRS approved CCH e-sign, a paperless secure signature, this
will be available for 2015, to eliminate this tedious step.
6. I will let you know the final costs so you can pay the balance.
7. I
will mail back to you a copy of your Income Tax Return with all
supporting documents with any payment vouchers and or estimated tax
vouchers.
