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For Tax Return please note down following procedure.
1) Please Click Here to fill our contact form or contact our office @ 469-828-0829
2) Sales person would call you and send you Tax Organizer Form.
3) Some one from our office would contact you with your Tax return Pricing based on Organizer Form and collect your documents
4) Tax prepare would create your Draft Tax return.
5) Your return reviewed by Reviewer through 30 Point Checklist to get Maximum Refund or Least Tax Payable.
6) Your Tax return is Efiled.
Note: We have turnaround time of 5-7 business days as we do carefull review to provide you Maximum Refund.
A. INFO-FORMS For Other Assignment
First step to begin your work is filling out our "Info Forms" relating to type of your work and submitting us. Rest assured that all information submitted by will be fully secured and your privacy will be maintained, as stated in our Pirvacy Policy.
There are 10 Types of "Info Forms":
| Sr |
Type of Work |
Forms to be filled on our Website |
| 1 |
Tax Return Preperation-Individual |
TAX INFO-INDV |
| 2 |
Tax Return Preperation-LLC/S Corp/C Corp |
TAX INFO-CORP |
| 3 |
Tax Return Preperation-Not for Profit |
TAX INFO-NONPROFIT |
| 4 |
Tax Planning |
TAX PLG |
| 5 |
Incorporation |
INCORP INFO |
| 6 |
Drafting of Legal Argeements |
INCORP LEGAL |
| 7 |
TRADE MARK |
TRADE MARK INFO |
| 8 |
BOOKKEEPING |
ACCOUNT DATA FILE |
| 9 |
RECORD USE OF PERSONAL ASSETS/ HOME FOR BUSINESS |
INFO-PERSONAL ASSET USE |
| 10 |
PAYROLL |
PAYROLL INFO |
B. Documents Required
Basically, in
USAthere are two sets of documents. Documents with #1099 are for reportable Income and those with 1098 are for deductible expenses
| Sr |
Income/Expenses |
Document required |
| 1 |
Income Related |
|
| 2 |
Wages |
W2 |
| 3 |
Gambling Winning |
W2 G |
| 4 |
Contract based employment |
1099 MISC |
| 5 |
Interest |
1099 INT |
| 6 |
Dividend |
1099 DIV |
| 7 |
Sale of Shares |
1099 B |
| 8 |
Cancellation of Debt |
1099 C |
| 9 |
Unemployment /Govt refunds |
1099 G |
| 10 |
Distribution from IRS |
1099 R |
|
11 |
Expense Related |
|
|
12 |
Home Mortgage Interest |
1098 |
|
13 |
Student Loan Interest |
1098 E |
|
14 |
Tuition Expense |
1098 T |
C. Details Required
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Circumstances involved
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Form
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Details Required
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Call for our Form/File to fill out your details
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If you have own Business
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Sch: C
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Quick File or Excel File for BookkeepingData
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Excel Accounts Data File
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If You work from Home for more than 15 days for your employer
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2106
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Details of Home-based expense
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Employee Home Business File
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If you need to apply ITIN for your Relative
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ITIN Appln
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Fax Us photo copies of 1st page, last page and Visa page of Passport of person for whom you want ITIN
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If you have OWN house
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Sch A
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Sch A Data File
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If you have sold shares
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Sch D
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Details of Cost of Shares , Sales Realization, Date or Purchase and Sales and Form B and Broker Statement
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Excel Stock Sales Data File (If more than 10 Transactions, send us Quicken File.
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D. Tax Planning for 2009:
If your estimated income in 2009 is likely to exceed 90K, probably you need tax planning for 2009. Larger your family size better is your case for tax reduction. We should be able to help reduce your taxes by $3000 to $7000 for 2007. You need to set up appointment after April 2006 for this.
If you are near Dallas and would like to come personally, you can all me on 469-828-0829 or 214-868-6568 to set up appointment. Normally you need to call 3 days in advance for appointment.
We work from 9:30 to 8 on weekdays and 12:30 pm to 6 pm on Sat-Sundays in tax season. Appointments are available from 3.00P M to 7 PM on weekdays and 1-30 PM to 4-00 PM of weekends.
While you are most welcome to visit our office, limitation of distance and time may not permit you to visit our office. You may be based in a city other than Dallas or in a place located in a state other than Texas; or may be on Trip to Europe or India. But still we can do your return promptly and perfectly. We do multi-state returns.
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