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Certified Specialist In Taxation Law

TAX RETURNS AND OTHER MATTERS

We prepare tax returns for the following entities:

bulletIndividuals
bulletCorporations, including S Corporations
bulletPartnerships (Limited Liability Companies)
bulletFiduciaries
bulletEstate and gift

Related tax matters include:

bulletObtaining a payment plan for taxpayers who owe money to the Internal Revenue Service, Franchise Tax Board or State Board of Equalization
bulletOffer in Compromise for those taxpayers who qualify for settling their taxes for less than their total liability
bulletPenalty abatements for the taxpayer who have been unfairly penalized

Basic Minimum Pricing is as follows:

Description

Type

Fee
Minimum fee

Individual

$275
Minimum fee

Corporations

$650
Minimum fee

Partnerships

$450
Minimum fee

International

$800
Minimum fee

Fiduciaries, Estates and Trusts

$1,200

    We use Tax Notebook.  Tax Notebook is a program that you install on your computer from your CD-Rom drive.  This is not a tax preparation program.  It is merely a means for allowing you to compile your data on your computer and upload the data to our computer system.  You compile your tax data directly on your home computer.  New for the year 2000 is the internet taxnotebook, an on line organizer which will allow you to send your tax data to us through our on-line secure server.

    After you are finished, you then either send us the data on disk or via e-mail.  The file with the extension .d9i (for the 1999 returns) is the only file that you need to send to us.  The .d8i file and .d7i are 1998 and 1997 files.  The .d9i, .d8i and .d7i files are created by clicking on "return to accountant" under the file portion of the drop down menu. Before taking this option, please obtain specific instructions from our office.  By completing the form below you may have the tax notebook sent to you.  Please either print the form out and fill it out or fill it out on-line and print it out if you feel uncomfortable about sending information through to our server.

                                    

    Please make sure that you are downloading the correct year !!!!!

    You may download the 2003 tax notebook program by clicking here.      

   If you are an existing client please obtain your data files before downloading the program.  Use the name and address below to request your data file under item 3 via e-mail.

    You can also manually fill in our client organizer.  Please go to the forms page to obtain a client organizer.

 

TAXNOTEBOOK REQUEST FORM

Existing clients can request that the tax notebook be send via regular mail to them as follows:

1.    Please send me a tax notebook on CD-Rom      

2.    Name and Address:

                                       

3.    I am an existing client and I need my data diskettes    

4.    I am a new client and you do not have my previous data 

5.    I am a new client, my social security number is         

    Instructions: When you install taxnotebook, make sure that you have your data diskette.  As it is installed, you will be prompted for the data diskette.  Install the data diskette at that time.  Clients who are not set-up on our computer, must obtain a data diskette from our office and provide us your Social Security Number.  Make sure that the program signifies that you are 100 percent complete.

 

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For questions or comments regarding this web site Michael D. Daniels
                    Last modified: January 14, 2008