50 Reasons to Call

You know, although your return may have been taken care of, tax planning is really a year-long job. I like to keep myself up to date on life changes that may affect your taxes. These changes may impact your preparedness for next year's return. Call now and avoid last minute catastrophes.

Added someone to title on your home
Adopted a child
Begain mutual fund investing
Begame disabled
Began using a car for business
Bought a house
Bought a rental
Cashed an IRA
Cashed in EE Bonds
Changed jobs
Changed your address
Collected unemployment
Exercised a stock option
Got a big raise or bonus
Got married or divorced
Got your child a job
Had a child
Helped the kids buy a house
Inherited an IRA or pension
Inherited money
Let a friend move into a rental
Let spouse use the busines car
Opened an account for a child
Opened a retirement account
Paid alimony
Reached age 59
Reached age 70
Received a director's fee
Received alimony
Refinanced your home
Remodeled a rental
Remodeled your home
Retired
Sent your child to college
Served as a paid executor
Sold a rental
Sold stock or securities
Sold your business car
Sold your house
Staraedt receiving social security
Started a living trust
Started collecting a pension
Started renting out your home
Started telecommuting
Thinking of starting a business
Won a lawsuit
Won a prize
Won big at the track or casino
Won the lottery
Got confused and needed someone to talk with

Articles

Problems confronting you:

I don't have a lot of money.
I want fast service.
No baloney, just the facts.
I'm doing my taxes and/or bookkeeping and I hate it!
I need someone to respond to me, like yesterday, because now I'm in way over my head.
I'm afraid of the I.R.S.
I've probably been cheating myself for years and now I can't sleep at night.
The last time I paid for tax preparation I paid too much (and felt like I'd gone through a production line).
I'm frustrated because I think I should be able to figure this stuff out, but, my God, I've got a life and I feel like I'm wasting it doing this.
I've got a small but growing business, but I won't yet commit to getting a paid, professional bookkeeper, so I have a mess to clean up. I watched the movie Dodgeball; that's how my records look.
Now that I've finally started to take care of this mess, what's going to compel me to commit to a firm, this firm? What warm/fuzzy is going to put me over the top, force my hand, put me in the office with Mark or Allen?
Why pay a tax person to do my taxes when I can use tax software for a fracton of the price?

Rights to representation

No law requires the taxpayer to speak voluntarily to an I.R.S. employee. Section 7602 of the Internal Revenue code does authorize certain I.R.S. employees to summon proper persons to appear at a certain time and place to give material or relevant testimony under oath. The date fixed for appearance for the I.R.S. official may not be less than 10 days from the date of the summons.

If contacted by an I.R.S. employee, taxpayers should clearly state they want to consult with an EA, CPA or attorney before speaking as contemplated by the safeguards contained in seciton 7521 of the Internal Revenue code.