What forms do I need to bring with me for tax preparation?
Bring your prior year tax return, all w-2s, 1099s, 1098s, and all other relevant information including names, social security numbers and date of births of all of your dependents. It is always better to bring all the information to the tax appointment. For detailed information, please refer to our Documents List. For stocks, please download and complete our Stock Template Form.
You should try to contact your employer to obtain a duplicate W-2. If no W-2 is received before February 15th, call the IRS at 1-800-829-1040 for assistance. The IRS will then issue you form 4852.
I have not received all documents yet. Can I file my taxes based on the forms I have?
You should bring in all W-2, W-2c and 1099-R forms to your appointment. If you do not have these forms, contact your employer or payer or the IRS. For other forms, partial filing may create extra work for you, as well as possible additional future preparation fees, as you would be filing amendment to your taxes as soon as you collect or gather all the information. Our suggestion in such cases, is to pay all taxes based on your estimated numbers and request extension of time to file, and file your tax returns once you have your complete documentation.
I have lot of stock transactions. Can I list them in my own spreadsheet and attach them with the tax return?
Yes, you can provided the spreadsheet in a format that replicates the IRS format and includes all required pertinent information. A template that we can utilize to import the stock data to your return is also available on our web site.
To make online appointments you will need to be registered with us. Links to make appointments are found throughout the website. Click on our Make Appointmentlink and then the Register button and enter your information. Once you have an account you can log in to our calendar site. You can now click on the calendar dates to make appointments. The date should be greater than the current date. You will see an Open link, if appointments are available. Click on Open link and it will take you to the Make an Appointment page. Select the type of appointment, start time end time and enter notes, if any. Click on Continue button to reserve your appointment. Individual Tax preparation appointments are for 30 minutes and all other consulting appointments can be made for 1 hour only. You can make only 1 appointment at any given time.
Click on My Appointments button on Appointments screen to view all your appointments. To cancel an appointment click on button with X in the table. Please call our office to cancel same day appointments.
If and only to the extent that this publication contains contributions from tax professionals who are subject to the rules of professional conduct set forth in Circular 230, as promulgated by the United States Department of the Treasury, the publisher, on behalf of those contributors, hereby states that any U.S. federal tax advice that is contained in such contributions was not intended or written to be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer by the Internal Revenue Service, and it cannot be used by any taxpayer for such purpose.
For our secure portal, Click on File Share throughout our website. If you do not have an existing account with our file share portal, select New User Registration. Enter the requested registration information. We will subsequently authorize your account.
To send us a file, first log in to File Share using your email account and your selected password. Then select Upload Files and enter admin@smart-accounting.net or another address provided by us as the Assigned To: address and select Next. Then browse for your files on your own system and select Upload Files to upload them to our portal.
To retrieve files, we will send you an email notifying you of the stored document. Login to your File Share account and select Received to download your files to your computer.
If I am married, does my spouse need to come to my appointment?
If you are married, you can come to the appointment alone. However, for a joint return, before e-filing, we will need both you and your spouse's signature on the E-file Authorization forms.
If and only to the extent that this publication contains contributions from tax professionals who are subject to the rules of professional conduct set forth in Circular 230, as promulgated by the United States Department of the Treasury, the publisher, on behalf of those contributors, hereby states that any U.S. federal tax advice that is contained in such contributions was not intended or written to be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer by the Internal Revenue Service, and it cannot be used by any taxpayer for such purpose.
