Surprisingly there were not many changes for 2012. The big changes are happening in 2013. A few of the highlights include:
I want to remind everyone that I provide a full range of tax services. I assist in penalty removal, negotiate tax bill discrepancies, respond to IRS/California correspondence and, of course, participate in audits. In the past I have provided some of these services at little or no charge. Going forward I will be charging my normal, hourly fee to help you with these problems.
Required information for completing your returns
To file your tax returns, I will need the following documents—originals or very clear copies:
Many of you have asked me what information is needed to prepare your tax returns. The following information will explain to you exactly what I need if you: