Client Info Sheet page 2 is also known as our Standard
Engagement Letter for tax services. It filled out each year by all tax
clients. It clarifies the accountant & client relationship and is a yearly
formality.
To
assist business owners to obtain the maximum auto expense
deduction possible for the percentage that the vehicle is actually
used for business purposes and not for commuting.
A
form to help business owners see many of the common business
expense categories used on business income tax returns. The
form is useful in classifying expenses by groups because it is not
acceptable to lump all expenses together in one category and claim
any business deduction. Personal & non-directly related
expenses should be noted on the form for appropriate allocation so
that only the business component of the disbursement is deducted
as an expense.
A
form for you to print so that you can mail or fax your payment for
our services rendered on your projects. The form is optional
because we also accept checks and on rare occasions cash.
But we do not encourage cash transactions.
For
indicating the business mileage and personal mileage driven for a
business owner during the year. This form does not include the
actual costs spent during the year because of the focus on the
Standard Mileage Method for expensing the business use of a
vehicle.
A
glossary of Spanish and English words used in tax and related
subjects. The IRS and State Franchise Tax Board both have
Spanish Language Assistance Programs to assist tax filers that
prefer to use the Spanish language instead of English.
Several
California Statutes that the legislature intended to reduce Elder
Financial Abuse. To protect our frail Senior Citizens from those
that would take advantage or cause harm to those who may not be in
a position to protect themselves. In addition to being a crime,
there are several private or civil actions that can be utilized to
protect Senior Citizens. The law allows attorney's fees to
be collected from the person causing the Elder Abuse.
