Tax Services

The IRS

Penalty

The IRS will charge interest on penalties imposed for failure to file tax returns. The penalty can be up to 25%.

Interest

The IRS will also charge the taxpayer interest on taxes not paid by their due date, even if he or she had an extension of time to file.

Tax Deadline

Tax Deadline For

Individual
- Due by Midnight April 15

Corporation
- Due by Midnight March 15

Extension For

Individual
- Due by Midnight October 15

Corporation
- Due by Midnight September 15

Let us help you with your tax return

Before

Before the appointment, in order for us to help you efficiently, please email: Taxinfo@mactax.com, fax: 714.429.0666, or bring to our office the documents listed below.

After

After having an appointment with us, you will be interviewed by a professional tax practitioner who can help you with all the deductions and tax credits that are eligible to you.

Prior to interview,

we need the following:

FAMILY MEMBERS (including spouse and dependents):

Name
Address
Date of Birth
Driver’s License Number
Last Year’s Tax Return
Social Security Number

CHILD CARE

Child Name
Expense Amount
Provider Name & Address
Employer ID Number, or
Social Security Number
Adoption Expenses

INCOME:

W-2s (wage information statements)
W2-G (lottery or gambling winnings)
1099-B (sales of stocks / bonds)
1099-C (canceled debt)
1099-DIV (dividend)
1099-G (unemployment, state refund)
1099-INT (interest)
1099-R (pension, retirement)
RRB-1099-R (railroad retirement)
SSA-1099 (social security)
Alimony Received
Commissions Received (tips)
Rental Income
Sale of Home

EXPENSES:

1098-E (student loan)
1098-INT (mortgage / home equity)
1098-T (tuition & education fees)
Alimony Paid
Buying a Home (points & fees)
Cash & non-Cash Charitable Donations
Casualty / Theft Losses
Child Care Expenses
Gambling Losses
Medical and Dental Expenses
Moving Expenses
Real Estate and Personal Property Taxes
Rental Expenses
Traditional IRA Contributions

BUSINESS INCOME & EXPENSES

1099-MISC (self-employment)
Estimated Taxes Paid
Employee Business Expenses

Home Office Expenses
Medical Expenses
Sale of Any Business Assets

State or Local Taxes Paid
Mortgage Interest
Moving Expenses

During interview,

we'll explain what itemized deductions
are eligible to you

CHARITY CONTRIBUTIONS

Cash
Expenses for Charity
Non-Cash
Travel for Charity

CASUALTY / THEFT LOSSES

Amount of Loss
Date of Loss
Fair Market Value
Insurance Reimbursement

INVESTMENTS

IRA, Roth IRA
SEP, SARSEP
401K, 403B, 457

Contributions
Rollovers
Withdrawals

Stock Sales
Acquired Date
Sold Date

Cost Basic
Gross Proceeds
Net Profit / Loss

MEDICAL

Ambulance
Eye exams / Glasses
Hearing Aids / Batteries
Hospital
Insurance Premiums

Lab Fees / X-Rays
Lodging
Long Term Care Insurance
Medical Equipment / Supplies
Medicare Premiums

Modification to Home
Nursing Home / Nursing Care
Physical Therapy
Prescriptions
Special Schooling
Travel (medical miles)

MOVING EXPENSES

Airfare
Car Rental
Lodging
Meals
Transportation
Tips

PROPERTY TAX

Residence
Mobile Home
Investment Property
Vacation Home

PERSONAL PROPERTY TAX

Vehicles
Boats

RENTAL PROPERTY / LAND

Address
Cleaning & Maintenance
Insurance
Legal Fees
Management Fees
Improvements
Mortgage Interest
Taxes
Utilities

SALE OF HOME

Address
Date Purchased
Date of Sale
Improvements
Purchase Price
Sale Price
Sales Expenses

TRAVEL EXPENSES

Lodging
Meals
Miscellaneous
Movers
Tolls
Travel
Truck Rental

VEHICLE

Expenses
- Employer Reimbursement
- Insurance
- Maintenance
- Repairs
- Lease Payment
- License and Taxes
Mileage

HOME OFFICES EXPENSES

Insurance
Rent
Repairs
Telephone
Total Home Square Feet
Total Office Square Feet
Total Storage Square Feet
Utilities

OTHERS

Alimony Paid
Attorney Fees
Gambling Losses
Job Seeking Expenses
Tax Preparation Fees
Uniforms
Union dues

BUSINESS EXPENSES

Advertising
Auto Expenses
Commissions and Fees
Contract Labor
Depreciation

Employee Benefits
Insurance
Interest
Legal & Professional Services
Meals and Entertainment

Office Expense
Pension / Profit Share
Rent
Repairs / Maintenance
Supplies

Taxes and Licenses
Travel
Utilities
Wages

Tax Credits

CHILD EXPENSE

Child Tax Credit
Child and Dependent Care
Adoption Expenses

EDUCATION

Books and Supplies
Tuition and Fees
Student Loan Interest