It's Tax Filing Season Again!

There were many changes to the Federal and California Tax laws during the past year. The IRS and the State write regulations on a regular basis. Everyone needs to understand and comply with these new regulations. New regulations were written for IRAs, educational benefits and interest expenses, as well as for many other areas. Here is some help in getting ready for this season and other tax seasons.

Tax Organizer Information

Income tax preparation—now you don't have to do it alone. At Joseph & Associates, we pride ourselves in handling income tax preparation for you. Our 20 years experience with all accounting procedures for all individuals and businesses allows you the time to do other things. We are here to help.

At Joseph & Associates, we provide you with a tax organizer that helps you compile your information to present to us for filing your taxes. This handy tax organizer helps you sort through your receipts, tax write-offs, W-2 forms, and any other documents you might need. These tax organizers are prepared by Joseph & Associates specially for you.

Should you decide to come to Joseph & Associates, you will need to have some information ready before making your appointment in order for us to do the best job possible with your taxes. Your cooperation in making sure that you have all requested information helps us to make your tax liability as low as the law allows.

Dependents
For each of your dependents, including your spouse, we need a full name, social security number and birthday, including year.

W-2s, 1099s, and 1098s
Please report all income and bring all W-2, 1099 and 1098 forms to your interview. IRS and State computers cross-check all information on these forms.

Mileage
For your car or cars, we need total miles driven in those cars, as well as a breakdown of business and personal mileage. (You only need this if you use your vehicle for more than one purpose.)

Interest Income
You should bring documentation showing interest income from all sources, including banks, insurance, credit unions and work. Also let us know if you received a refund last year and how much, and if you itemized last year's tax return. If you received unemployment, social security, cash in on an IRA, or if you won money gambling or won the lottery, bring that information as well.

Stock and Property Sales
For stock and property sales, we need year-end broker transaction statements. We also need date acquired, original cost, date sold and sales price for each investment transaction.

Business Income & Expenses
If you own a business, bring all your income and expenses or call us. Also, bring all information on any rental properties that you own.

Child Care Expenses
If your child goes to day care, you should bring the day care provider's name, address, city and zip along with their ID number.

Other Expenses
Also let us know if you opened an IRA, paid alimony, and had moving expenses, bought a home or paid money toward a student loan.

Electronic Filing
Electronic Filing for Federal and State taxes is included at no charge when we do your taxes.

Appointments

Please call for an appointment. We can arrange to come to your home or office at your convenience. Allow a half hour for your appointment, and have your tax information with you. Should you have questions, please feel free to call us 415-239-6191. If we are not available, please leave a message and we will return your call the same day.

We offer the Fast Cash Refund, which means we will file your tax so that your refund will come within 21 days or less.

If by any chance you are audited by the IRS or the State, we will represent you at that hearing—in some cases for no charge or a minimum charge (determined on a case-by-case basis) if we are notified in a timely matter.

We accept personal checks and all credit cards. There is a returned check fee of $45 plus 1% interest per day on the unpaid balance.

95% of our fees have remained the same over the last seven years. Our clients help make this happen—your referrals benefit all of us, so tell your friends and co-workers about us! When they have their taxes prepared, you will receive a discount referral on your tax return.

We offer all business and income tax preparation for individuals; small, medium, and large businesses; start ups, and professional SOHO (small office at home). Our taxes are computerized and affordable. We are a registered, bonded CA tax preparer (CTEC #A003027) and an authorized IRS e-file provider. We also offer an audit-protection plan and pick-up and delivery services.

Contact us right away to get started!
t: (415) 239-6191
f: (415) 239-6142