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Client Center

Welcome to the Client Center.

I am continuing the expansion of this new section of my website that is provided exclusively for my clients.  I hope you will visit it periodically as I will try to add new content on a regular basis. 

2022 Tax Organizers

You can open these documents, then save them to your desktop or another folder for completion. 

The EXCEL password-protected and non-password protected versions are now available as well as a PDF print-out and fill in.

_________________________

2022 – Excel – Password Protected (For Windows computers or Apple computers running Microsoft Office or a virtual Windows environment and Excel)

2022 – Excel – No Password Protection (Should work with Windows running Office/Excel and Apple with Numbers program)  – do NOT enter Social Security Numbers!!!

2022 – PDF – Fill-In  – (can fill out on computer and e-mail)

 

2021 Tax Organizers

You can open these documents, then save them to your desktop or another folder for completion. 

The EXCEL password-protected and non-password protected versions are now available as well as a PDF print-out and fill in.

_________________________

2021 – Excel – Password Protected (For Windows computers or Apple computers running Microsoft Office or a virtual Windows environment and Excel)

2021 – Excel – No Password Protection (Should work with Windows running Office/Excel and Apple with Numbers program)  – do NOT enter Social Security Numbers!!!

2021 – PDF – Fill-In  – (can fill out on computer and e-mail)

2020 Tax Organizers

You can open these documents, then save them to your desktop or another folder for completion. 

The EXCEL password-protected and non-password protected versions are now available as well as a PDF print-out and fill in.

_________________________

2020 – Excel – Password Protected (For Windows computers or Apple computers running Microsoft Office or a virtual Windows environment and Excel)

2020 – Excel – No Password Protection (Should work with Windows running Office/Excel and Apple with Numbers program)  – do NOT enter Social Security Numbers!!!

2020 – PDF – Fill-In  – (can fill out on computer and e-mail)

2019 Tax Organizers

You can open these documents, then save them to your desktop or another folder for completion. 

The EXCEL password-protected and non-password protected versions are now available as well as a PDF print-out and fill in.

____________________

2019 Excel – Password Protected (For Windows computers or Apple computers running Microsoft Office or a virtual Windows environment and Excel)

2019 – Excel – No Password Protection (Should work with Windows running Office/Excel and Apple with Numbers program)  – do NOT enter Social Security Numbers!!!

2019 – PDF – With Rental Properties  – (can fill out on computer and e-mail)

2019 – PDF – For Self-Employed  – (can fill out on computer and e-mail)

2019 – PDF – No Rentals or Self-Employed Business  – (can fill out on computer and e-mail)

2017 – Excel – No Password Protection (Should work with Windows running Office/Excel and Apple with Numbers program)  – do NOT enter Social Security Numbers!!!

2017 – PDF  – (print out and fill in by hand – no password required)

2017 – PDF – (fill-in on computer, save and e-mail; non-business, however (no Schedule C).

2016 Tax Organizers

Only the EXCEL versions and a PDF version of the organizer are available for download. The first link is to the password-protected version (same as last year; e-mail me if you need the password again) that is my preference for you to use.  This version will work on all Windows operating systems (XP and newer), and on an Apple providing it is running Windows with Microsoft Office 2007 or later.    It will not work with Apple’s NUMBERS program or other Excel-type products.

If you are running an Apple computer with only NUMBERS (a simplified form of Excel), or do not have a full Microsoft Office program (you can download an Excel reader from the Microsoft web site, but will have to print out and manually fill in the information by hand), then select the second link (no password protection).  For this version, I recommend you leave out the social security numbers for yourself and your spouse/dependents – and e-mail them separately to me. 

The third link is an abbreviated EXCEL version that does not contain worksheets for self-employed individual or rental property worksheets.

The last link is to a PDF version I located on the web that is fairly comprehensive and may be easier for clients to use who are unfamiliar with or uncomfortable using Excel.  When you click on the link, it will open on your screen.  You should save it to your desk top, and then click on it there and print it.  You will have to manually fill it in (please be neat so I can read your entries).  Once complete, you will have to fax, scan/e-mail or mail it to me (if you mail it, keep a copy in case it gets lost in the mails!).

Click the version you want below.  Save it to your desktop (do NOT open it within the browser).   Then for the EXCEL versions, open Excel, and select the file.  Fill in the data, and then save the organizer with a unique file name that includes your last name (e.g., SMITH2016).  Then, e-mail it to me, and either scan/e-mail, fax or mail (copies only!!!) your information documents (W-2s, 1099s, 1098s, K-1s, year-end broker statements, health care coverage forms, etc).  Do NOT send ORIGINALS!!!!

2016 – Excel (Password Protected)

2016 – Excel (no Password Required)

2016 – Excel (simplified – no business and no rental properties)

2016 – PDF Online Fill-in Version (no Password Required)

2015 Tax Organizer

Here is a link to the TAXACT website that discusses important tax law changes that impact the 2015 returns.

https://www.taxact.com/professional/resources/articles/2015-tax-law-changes-that-affect-your-clients/

Only the EXCEL versions and a PDF version of the organizer is available for download. The first link is to the password-protected version (same as last year; e-mail me if you need the password again) that is my preference for you to use.  This version will work on all Windows operating systems (XP and newer), and on an Apple providing it is running Windows with Microsoft Office 2007 or later.    It does not work with Apple’s NUMBERS program or other Excel-type products.

If you are running an Apple computer with only NUMBERS (a simplified form of Excel), or do not have a full Microsoft Office program (you can download an Excel reader from the Microsoft web site, but will have to print out and manually fill in the information by hand), then select the second link (no password protection).  For this version, I recommend you leave out the social security numbers for yourself and your spouse/dependents – and e-mail them separately to me. 

The last link is to a PDF version I located on the web that is fairly comprehensive and may be easier for clients to use who are unfamiliar with or uncomfortable using Excel.

Click the version you want below.  Save it to your desktop (do NOT open it within the browser).   Then open Excel, and select the file.  Fill in the data, and then save the organizer with a unique file name that includes your last name (e.g., SMITH2015).  Then, e-mail it to me, and either scan/e-mail, fax or mail (copies only!!!) your information documents (W-2s, 1099s, 1098s, K-1s, year-end broker statements, health care coverage forms, etc).  Do NOT send ORIGINALS!!!!

2015 – Excel (Password Protected)

2015 – Excel (no Password Required)

2015 – PDF Online Fill-in Version (no Password Required)

HOME OFFICE DEDUCTIONS

There has been a change in the law where taxpayers may now opt for a “safe harbor” deduction in lieu of the standard computation based upon square feet or number of rooms, considering the actual expenses.  While it is probably a good deal for taxpayers with poor records, the deduction will almost always be LESS than it would be by the standard method.

Another EA – David Gorsich – put together an excellent primer on Home Office deductions, and it includes a discussion of the safe harbor.  You can read this primer here.

Effective with the 2018 tax returns – employees will not longer be able to deduct a home office expense.  It was one of the 2% AGI limited Miscellaneous Itemized Deductions that has been repealed under the new Tax Act.  Self-employed taxpayers who meet the requirements for the deduction can still claim it on Schedule C.  The FTB (as well as many other states) has not conformed to all of the IRS provisions (including employee business expenses).  Accordingly, employees can still claim those on many state returns.

TAX ORGANIZER FOR PRIOR TAX YEARS

Contact me for the specific year you need and I will e-mail it to you.

NEWS HEADLINES

One of the included features for clients is a tax news service.  I have added  links to news letters that summarize important tax developments that have occurred

CLIENT NEWS LETTERS

A brief recap of the topics covered in each newsletter is provided to help you select those of potential interest to you.  The newest (and perhaps most relevant to you) are at the bottom of the list.

If you have a topic that you believe would be of interest to my clients, let me know and I will certainly consider creating a newsletter addressing it!

April 27, 2005 (ROTH and traditional IRAs / IRS closing of taxpayer assistance sites / refinancing home loan issues)
May 12, 2005 (New bankruptcy law / new installment agreements / deducting legal fees)
July 12, 2005 (Important tax developments)
September 6, 2005 (Recordkeeping and how to best be ready for an audit)
October 13, 2005 (Katrina and Rita hurricane relief)
January 6, 2006 (Auto mileage deduction / Casualty losses / Qualifying Child Definition)
February 25, 2006 (2005 filing tips)
March 17, 2006 (New “uniform definition of a child”)
August 22, 2006 (Nanny tax / Late filing penalties / IRS Notices)
September 3, 2006 (Form 1099 reporting requirements / hybrid tax credits)
December 1, 2006 (More year end planning and 2007 tax law changes)
March 8, 2007 (2007 filing issues / IRS audits – tips to surviving one)
August 20, 2007 (Home sales / conversion to a rental)
September 4, 2007 (IRAs)
October 16, 2007 (New Developments)
April 20, 2008 (Court case on conviction for tax compliance issue, and filing season wrap-up)
July 30, 2008 (Housing Assistance Tax Act)
November 20, 2008 (Recent legislative changes for 2008 and later)
November 25, 2008 (Changes in business auto expense deductions/rates)
June 25, 2009  (Temporary work assignment deductions, CA issues, current interest rates)
November 12, 2009  (Forms of business entities – “C” and “S” corp, and LLC)
November 7, 2010 (Yearend highlights)
December 17, 2010 (Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010)
January 16, 2011 (Filing Status, Estimated Tax Payments, and 2010 Tax Organizer)\
January 27, 2011 (Form 1040 – 2010 – highlights of changes)
April 15, 2011 (Recent legislation highlights)
June 16, 2011 (Vehicle mileage rates / avoiding an IRS audit)
July 28, 2011 (Mortgage interest deduction / CA Sales/Use tax)

October 10, 2013 (Important IRS Matter – Shutdown, etc)
December 18, 2013 (Charitable contributions – overview and some court cases)
January 4, 2014 (New tax law changes)

October 29, 2014 (2014 Tax Issues)
February 3, 2015 (Affordable Care Act – “Obamacare”)
March 12, 2015 (ABLE accounts for disabled persons)

April 16, 2015 (Charitable contributions of property – Goodwill, Salvation Army, etc.)
July 16, 2015 (New tax developments)
October 12, 2015 (New tax developments)
January 14, 2016 (New legislation, IP PIN)

May 3, 2016 (Backup Withholding)
August 3, 2016 (IRS Scams on the Increase)
December 20, 2016 (New HRA, New IRS Mileage Rates, etc)
January 12, 2017 (New Tax Law Changes for 2017)
November 11, 2017 (Year-end Tax Planning)
December 1, 2017 (Tax Scams, Debt Cancelations, Gambling Income/Losses)
December 16, 2017 (Current vs New Tax Law)
October 23, 2018 (Business vs Hobby, Virtual Currencies)
May 11, 2019 (Tax Developments, Gift Taxes, More Scams)
December 30, 2019 (Virtual Currencies and Tax Law Changes for 2019 returns)
March 25, 2020 (Updated 2019 Tax Filing and Payment Changes
March 30, 2020 (Stimulus Payments) April 15, 2020 (Stimulus Payments, Payroll Protection Program, Extended dates for filing/payment, new scams)
April 30, 2020 (More info on Stimulus Payments, IRS Updates, EIDL)
October 16, 2020 (New Developments, Payroll Tax Deferral, Stimulus Payments)

November 17, 2020 (COVID Legislation – Individuals)
November 17, 2020 (COVID Legislation – Businesses)
November 17, 2020 (Employee/Independent Contractor Classification)
December 16, 2020 (CARES and SECURE Acts)
December 27, 2020 (Tax Saving Tips)
January 4, 2021 (Payroll Protection Plan Update)
January 30, 2021 (Updated, Gift Taxes, ABLE Accounts, Identity Theft PINS)
March 19, 2021 (Virtual Currencies, Home Office Deductions, Child Credit Changes)
April 2, 2021 (IRS Penalties, Paid Sick Leave Credits, SEP IRA vs 401(k), ARPA Highlights
February 23, 2022 (Reverse Mortgages)
April 14, 2022 (Virtual Currency, NFTs)
August 23, 2022 (Business Mileage, Home Office Rules)
September 11, 2022 (Tax Law Updates-Energy Saving, I-Bonds, New Scams)

The information contained in this page and on this website article does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. This information is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer.

As time permits, I will be adding other information and links to this page.  If you have any suggestions of what you would like to see included, please E-mail them to me.