It’s Tax Time – What Do I Need?

You only do it once a year, so it can be difficult to remember what documents are needed.   If I’m your tax preparer, start with this one 2016 Client Tax Questionnaire Client Tax Questionnaire, and provide a copy of your social security card and your state issued identification. Next, do the following: FIRST – — Verify the […]

Can I Claim My Spouse As a DEPENDENT? — NO

I keep hearing this crazy notion of one spouse claiming the other spouse as a dependent.  What’s most disturbing is that I’m hearing tax preparers state this absurdity, sending their clients on wild goose chases to gather sufficient documentation as proof that their spouse has no gross income so they can claim the spouse as […]

2012 Proposition 30 and 38 – What’s In it For You?

Proposition 30, a Sales and Income Tax Increase Initiative WHAT WILL IT COST? It raises California’s sales tax to 7.5% from 7.25% .  When combined with your  local sales tax, most of  Alameda County will see the sales tax paid on purchases increase from 8.75 %  to 9.00%. The two highest sales tax cities in […]