Tax Planning, Preparation and Representation I will keep you informed of changes in the tax laws on this website, so visit often. I will do whatever is necessary to keep you from incurring late filing penalties and search out the least taxing way to comply with our very complex tax laws. I encourage planning meetings after the end of tax season and before year-end, so please schedule an appointment. I have prepared tax returns for residents of many states beside California. Some have been California non-residents with a California filing requirement, and others have moved out of state and continued to engage me. I therefore, know the rules for many other states, and the differences that can occur in tax treatment between California, federal and other states' tax laws. My past experience in international taxation can be especially helpful to immigrants and non residents, or for those thinking of working abroad and wanting to take advantage of the foreign earned income credit. In the event of an audit, I can represent you before governmental authorities. Of course, my tax preparation methodology attempts to avoid this outcome by questioning apparent anomalies on … [Read More...]
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Featured Posts
State Postpones Tax Deadlines Until July 15 Due to the COVID-19 Pandemic
03/18/2020 Sacramento – The Franchise Tax Board (FTB) today announced updated special tax relief for all California taxpayers due to the COVID-19 pandemic. FTB is postponing until July 15 the filing and payment deadlines for […]
IRS extends more tax deadlines to cover individuals, trusts, estates corporations and others
IR-2020-66, April 9, 2020 WASHINGTON — To help taxpayers, the Department of Treasury and the Internal Revenue Service announced today that Notice 2020-23 (PDF) extends additional key tax deadlines for individuals and businesses. Last month, the […]
Using strong password is a strong defense against identity thieves
Two things taxpayers can do to prevent themselves from identity theft is to use strong passwords and keep those passwords secure. While many people use fingerprint or facial recognition technology to protect their devices, sometimes […]
Articles
Windows 8 Now or Later?
EXECUTIVE SUMMARY OF ARTICLE POSTED AT AICPA.ORG Windows 8 features a touchscreen-enabled user interface designed to provide a uniform experience on desktop computers, laptops, Ultrabooks, tablets, and smartphones. Microsoft’s goal is that users who learn Windows 8 on one platform will know how to use the operating system on all their computing devices. Windows 8 accommodates both touchscreen … [Read More...]
IRS Intensifies National Crackdown on Identity Theft
Part of Wider Effort to Protect Taxpayers, Prevent Refund Fraud WASHINGTON – Continuing a year-long enforcement push against refund fraud and identity theft, the Internal Revenue Service today announced the results of a massive national sweep in recent weeks targeting identity theft suspects in 32 states and Puerto Rico, which involved 215 cities and surrounding areas. IRS YouTube Videos ID Theft: Protect Yourself from Identity Theft ID Theft: Are You a Victim of Identity … [Read More...]
IRS e-file Launches Today; Most Taxpayers Can File Immediately
Issue Number: IR-2012-7 WASHINGTON — The Internal Revenue Service opened the 2012 electronic tax return filing season today with a reminder to taxpayers that e-file remains the best way to get fast refunds and ensure accurate tax returns. IRS e-file has surpassed the milestone of 1 billion returns processed. The electronic transmission system revolutionized the way the IRS processes tax returns and made speedy refunds possible. More than 112 million income tax returns were e-filed last … [Read More...]
IRS Issues Proposed Regulations on New Basis Reporting Requirement
IR-2009-118, Dec. 16, 2009 WASHINGTON — The Internal Revenue Service today issued proposed regulations under a new law that will require reporting of basis and other information by stock brokers and mutual fund companies for most stock purchased in 2011 and all stock purchased in 2012 and later years. The reporting will be to investors and the IRS. This additional reporting will be optional for stock purchased prior to these dates. “This important reporting change will improve tax … [Read More...]
