|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
| |
Name
|
|
|
|
|
|
|
|
|
| |
1040 Tax Return Preparation
Quote for tax year of 2011
|
|
|
|
|
|
Thank you for considering us for your tax preparation and
planning needs. Our fees are all
inclusive with no hidden charges*. We
understand that you may consider other filing options but remember the
following unbeatable offers when you compare us to others and ask if their
fee includes:
|
|
|
|
|
|
| |
FREE
Year Round Advice from a CPA
|
|
|
|
| |
FREE
Electronic Filing
|
|
(You
will get your refunds faster)
|
|
|
| |
For
more information, visit our main website at
|
www.SGACPAFirm.com.
|
|
| |
To
book an appointment email us at john@sgacpafirm.com.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
Do
You Itemize?
|
|
|
|
| |
|
|
|
|
| |
|
|
Do
you have Child Care Expenses
|
|
|
|
|
|
| |
|
|
Do
you have College Education Tax Credits or Deduction
|
|
|
|
| |
|
|
Did
you receive Interest & Dividends greater than $500?
|
|
|
|
| |
|
|
Did
you buy or sell a house?
|
|
|
|
| |
|
|
Did
you sell Stocks/MutualFunds or Property?
|
|
|
|
| |
|
|
Do
you have a K-1 from Partnership, S-Corp or Trust?
|
|
|
|
| |
|
|
|
If
yes-how many k-1's?
|
|
|
|
| |
|
|
Do
you own Rental Property?
|
|
|
|
|
| |
|
|
|
If
yes-how many properties?
|
|
|
|
|
| |
|
|
Are
you a Self-Employed-Farmer?
|
|
|
|
|
| |
|
|
Are
you a Self-Employed/Business Sole Proprietor?
|
|
|
|
| |
|
|
|
If
yes-how many schedule C's needed?
|
|
|
|
|
| |
|
|
|
Office
in Home?
|
|
|
|
|
| |
|
|
|
Auto
Expenses?
|
|
|
|
| |
|
|
Did
you sell Rental Property?
|
|
|
|
| |
|
|
|
If
yes-how many properties?
|
|
|
|
|
| |
|
|
Do
you have Noncash Charitable Contributions greater than $500
|
|
|
| |
|
|
Do
you have Unreimbursed Employee Business Expenses (Form 2106)
|
|
|
| |
|
|
|
Auto
Expenses?
|
|
|
|
| |
|
|
|
Office
in Home?
|
|
|
|
| |
|
|
Do
you have Energy and other credits
|
|
|
|
|
|
|
|
|
| |
|
|
Do
we need to summarize the transactions, payroll and add receipts:
|
|
|
| |
|
|
|
If
yes-enter estimated time involved (# of hours)
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
Do
you need a state return done? (More
than 1 will be additional).
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
Total
Estimated Fee before sales tax
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
Special
Considerations/Comments *
|
|
|
| |
|
|
|
|
|
|
|
| |
|
*This quote assumes: 1) Records are in good order and
adequately summarized, and 2) that you have a reasonable number of
transactions per form (ie Schedule D, B, A, etc.). If we subsequently find that some adjustments
need to be made to our initial quote, we will attempt to notify you of this
before we commence any work.
|
|
| |
|
|
| |
|
|