Frequently Asked Questions: Q:Does the Tax Guy offer Refund Anticipation Loans? A: No, I don’t. I believe such loans are a giant rip-off. Other tax returns preparers and their associated lenders charge extravagant fees for this “convenience,” and tack on administrative and paper-work preparation fees as a way to get even more of your hard-earned money. I will e-file your returns and if you follow my recommendations and elect to have your refund directly deposited into your bank account, you’ll usually have your federal refund in about 10 days, and your state refund even sooner. Certainly you can wait that short time to get your refund!! Especially if it means saving you a significant amount of money! Q:Why choose The Tax Guy as your preparer? A: There are virtually hundreds of tax return preparers you could choose to assist you with your federal and state filing requirements. Here are just a few reasons to choose me: I offer expert professional tax preparation in your home or in my home office. I offer convenient evening and weekend appointments. I’ll prepare your State and Federal tax returns for as little as $75, depending upon the complexity of your return. I provide free electronic filing with all tax returns prepared. I specialize in individual and small business returns. I have 28 years experience with the Internal Revenue Service, nearly 25 of which were as an Appeals Officer. I’m enrolled to practice before the Internal Revenue Service and Franchise Tax Board, and can represent you in any tax-related problem you may encounter. Q:What should I bring to the appointment? A: Personal Information for Each Family Member Birth certificate or other evidence of full legal name and date of birth Social Security card/ITIN/ATIN Last year’s tax return Income All Forms W-2 received from employers Forms 1099-INT or evidence of interest income received Forms 1099-DIV or evidence of dividend income received Forms 1099-B (or a broker statement) showing the proceeds of sales of assets Forms 1099-MISC or evidence of self-employment income, along with receipts for all expenses incurred in the business Escrow papers showing the proceeds of the sale of a personal residence Rental income and expenses Evidence of the sale of any business property Forms W-2G or evidence of gambling (or lottery) winnings; and any evidence you have of gambling losses sustained Forms 1099-G or evidence of state income tax refunds or unemployment compensation received Forms 1099-R or evidence of pension income, IRA or retirement plan distributions Forms SSA-1099 or evidence of Social Security benefits Forms RRB-1099 or evidence of Railroad Retirement benefits Adjustments to Income/Deductions Canceled checks, receipts or bills showing payment of medical expenses Evidence of real estate taxes paid Evidence of the vehicle licensing fee portion of automobile registration paid (or similar tax paid on other personal property such as airplanes, boats or ATV’s) Evience of mortgage interest paid Canceled checks or a statement from the donee organization for all contributions of cash; and evidence of all non-cash contributions Evidence of all unreimbursed employee business expenses Evidences of all unreimbursed job-related moving expenses Evidence of all contributions to an IRA Evidence of all expenses incurred in pursuit of higher education If you’re a teacher in grades K - 12, evidence of any classroom-related expenses you paid Evidence of any student loan interest Credits Child Care – the provider’s name, address and tax identification number (EIN) or social security number, if an individual Evidence of adoption expenses Evidence of contributions to any retirement savings plan Taxes Paid and Refunds Evidence of estimated taxes paid (date and amount of each payment) to the IRS and Franchise Tax Board A check from the checking account – or the bank routing number and account number of the savings account – into which you’d like to deposit your refund Q:What guarantees does The Tax Guy offer? A: I guarantee the accurate and correct preparation of all federal and state tax returns. If I make an error on your return – whether it’s a computational error or an error in the interpretation of the tax law – unless we have discussed the implications of espousing a controversial position on your return; and if you owe additional tax as a result of my error, you will pay the additional tax, and I will pay any resultant interest and penalties. If you owe additional tax because you have lost the documents I used to prepare your tax return and can’t prove your entitlement to deductions I determined were correct, you shall be liable for the full amount of the tax, interest and penalties. If any tax return I prepare is examined by the Internal Revenue Service, the Franchise Tax Board or the Board of Equalization, I shall represent you at the examination proceeding at no cost to you. I will also represent you at the examination of any return I did not prepare, for a reasonable fee which we’ll negotiate in advance. Q:What services does The Tax Guy offer? A: I specialize in income taxation as it effects individuals and small businesses. In that realm, I offer: Consultation on any aspect of federal or state income taxation. Preparation of income, estate, gift and payroll tax returns. Representation before the Internal Revenue Service, the Franchise Tax Board or the Board of Equalization on any tax matter involving the examination of a tax return, or the collection of delinquent taxes – including appeals of collection actions and the filing of an offer in compromise. Bookkeeping services, including the preparation of related financial statements.