PERSONAL INCOME TAXES Personal Taxes Checklist Schedule A Itemized Deductions & Other Personal Expenses Schedule E Passive Income From Rental Property SMALL BUSINESS TAXES Small Business Tax Checklist Home Office Deduction Form 8829 Expenses Profit Loss Small Business Including Home Office Yearly Accounting Activity in Excel Mileage Log Sample Go to ACA ChecklistīELOW ARE ADDITIONAL CHECKLISTS & HELPFUL TEMPLATES BASED ON TAX RETURN TYPE: New Tax Client ChecklistĪCA CHECKLIST REQUIRED FOR ALL CLIENTS: Complete checklist and upload related IRS Forms (1095-A, 1095-B, 1095-C). RETURNING CLIENTS: Look out for your tax preparation checklist through email.įor New Clients or Returning Clients who have new/updated contact information including new address, new email and/or additional dependent(s) for this tax year, Complete the New Tax Client Checklist.Ī VALID email address is REQUIRED to begin tax preparation.
NEW CLIENTS: Based on your phone consultation, you will receive a recap of your tax situation with required items to move forward. You can also watch my short video for a simple strategy on getting started: You can also provide us your detailed tax situation through our website at: and you will receive a response within 48 hours.įor your convenience, we have provided average tax return pricing for common tax situations here.īased on last year’s tax return, you can begin gathering your tax documents for this year. NEW CLIENTS: For an estimated tax preparation quote by phone, please contact our tax preparation team for a 5-10 minute phone consultation at (909) 509-5887 ext3. This ensures a comprehensive tax return and an economic tax preparation fee. The following steps will take you through a simple, online process to begin submitting your tax preparation information to our team.
You can come to us or we will come to you (in the Cloud)! Our mission is deliver a tax preparation experience that is professional, personal, cost-effective and convenient.
We can finalize your tax returns completely online from the convenience of your home or at my Ontario, California office location. We are excited that you are ready to get started on your taxes! Please review the list below to begin preparing your tax returns. Welcome to Mariette Felicie Martinez, EA online tax preparation services.
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