Other Information

 

Foreign Bank and Financial Accounts If you have/had a foreign or financial bank account please read this.

Limited Liability Company (LLC) Print out this form if you would like to set up a Limited Liabilty Company. Fill it out and fax or mail it to us. Please include your telephone or cell number so we may contact you.

Where do I send my Federal Returns? For your convenience we have listed the addresses for mailing your tax returns for New York, New England, New Jersey and California residents. All checks to the federal government should be made payable to The United States Treasury.

Where do I send my State Returns? For your convenience we have created a listing for addresses to mail your state returns for New York, New Jersey, Connecticut, California and Massachusetts. Also included are mailing addresses for New York City Unincorporated Business Tax Returns.

Frequently Asked Questions This sheet has seven items that we are always asked. Topics like deadlines, mileage rates, estimated payment due dates are mentioned. Take a look and print it out.

Debit Card Information Debit cards are popular but are dangerous to use. Please read this if you use them.

Safer Credit Card Use Please read this page of Dos and Don'ts regarding your credit cards. Be on the alert guarding your credit card information from thieves.

Married Women in Tax Limbo If your name doesn't match your social security number you may have problems. Please read this to find out why.

IRS Holding Millions in Unclaimed Funds The IRS is holding millions of dollars in unclaimed funds. If you haven't received your tax refund check, read this. If you think the IRS owes you money, you can call their toll free assistance line.

Notice of Privacy Policies The FTC requires Tax Practitioners to disclose their privacy practices and policies. Please read ours here.

Disclosure Consent Form Tax Practitioners are required to be authorized by their clients to release specific private information to specific individuals or organizations. By completing, signing and dating the Disclosure Consent form and returning it to us we will be able to release this information.

New IRS Regulation This new regulation affects how we communicate with our clients.

CA Independent Contractors If you hire freelancers in California, please read this. You are required by law to report to the EDD if you have paid $600 to an independent contractor (freelancer) within 20 days of paying or contracting them.

Reporting Identity Theft and creating a Security Freeze Immediately call the telephone numbers provided so that you will not be liable. The three major credit bureaus are offering "security freeze" protection to all consumers. The security freeze stops identity thieves cold by preventing them from using stolen information to open fraudulent accounts.

Free Credit Reports Print this form for a free credit report from each of the three credit bureaus.

Record Retention Guideline While files and documents should you hold on to and for how long? Find out by reading this list describing which important papers you should keep.

 


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