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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. 

1. Added someone to title on your home
2. Adopted a child
3. Begain mutual fund investing
4. Begame disabled
5. Began using a car for business
6. Bought a house
7. Bought a rental
8. Cashed an IRA
9. Cashed in EE Bonds
10. Changed jobs
11. Changed your address
12. Collected unemployment
13. Exercised a stock option
14. Got a big raise or bonus
15. Got married or divorced
16. Got your child a job
17. Had a child
18. Helped the kids buy a house
19. Inherited an IRA or pension
20. Inherited money
21. Let a friend move into a rental
22. Let spouse use the busines car
23. Opened an account for a child
24. Opened a retirement account
25. Paid alimony
26. Reached age 59
27. Reached age 70
28. Received a director's fee
29. Received alimony
30. Refinanced your home
31. Remodeled a rental
32. Remodeled your home
33. Retired
34. Sent your child to college
35. Served as a paid executor
36. Sold a rental
37. Sold stock or securities
38. Sold your business car
39. Sold your house
40. Staraedt receiving social security
41. Started a living trust
42. Started collecting a pension
43. Started renting out your home
44. Started telecommuting
45. Thinking of starting a business
46. Won a lawsuit
47. Won a prize
48. Won big at the track or casino
49. Won the lottery
50. Got confused and needed someone to talk with

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.

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.