It was time for me to simplify. Making a one-size-fits-all worksheet is the result of my many years of working with clients like you. I believe you will find the new worksheet friendly and workable. As always, should you have a suggestion for improvement, I am always eager to hear from you.
I have added a secure upload portal for you to send me your private financial information. Use this portal to return your Worksheets, copies of your tax forms, and other personal documents. Click the ShareFile picture below to access your gateway to this upload portal.
Make sure to complete the Health Insurance section of the new worksheet (page 4).
Before I can work on your income tax returns, you will be required to sign a "Letter of Engagement". You can download a PDF version of this letter, sign and date it, then fax it to me at 773.509.1806.
Click HERE to download the letter.
Note: This link defaults to also install McAfee antivirus software to your system. If you do NOT want this antivirus software, make sure to UNCHECK the "Optional offer" check box.
IMPORTANT: It is prudent to follow the steps above. Resist the urge to simply click the link and start filling in the worksheet. This method opens a PDF reader plugin in your web browser. Sometimes these plugins are insufficient to properly save the document. The unintended result could be to render the form blank again. Always open and save the worksheet in the Adobe Reader application.
You can right-click on the worksheet links to save them on your computer. For PCs, you will "Save Link As..."; for Macs it is "Download Linked File As..."
The new form is similar to what you're already used to. The form is interactive with blue boxes that you fill in with your keyboard. Click on a field to select it. The tab key will advance the cursor to the next form field. Click on a checkbox to put a check mark inside it.
Once completed, save the PDF as your name (i.e., DoeJane.pdf), and attach the document to an e-mail you send to me at firstname.lastname@example.org. You may also scan your 2016 tax reporting documents and email them to me as PDF files.
If you prefer, you may print the PDF as a blank form to be filled in by hand. You may also mail or fax the worksheet to me along with photocopies of your W-2s, 1099s, K-1s., brokerage statements, etc. Do not send original documents to me in the mail without first making copies of them.
If you have already prepared other reports with the necessary information I need to prepare your tax returns, it is not necessary to duplicate the information on the worksheet.
This worksheet is particularly friendly to the freelance artist. It identifies certain artist-specific tax deductions that are not readily understood by the typical income tax return customer. No matter your background, this form helps to organize your information in a way that is helpful to me.
An Organizer is also available that is created by my tax preparation software. It includes your 2017 tax information, with space to write in your 2018 numbers. If you would like this organizer, please contact my office and request it. We will be happy to mail or email it to you.
Once you have completed the worksheet and assembled your tax information, you have several options:
Email the completed PDF Worksheet form to me at email@example.com. You may also attach scans of your W-2s, 1099s and other tax statements to the email. I will email your completed returns to you for your signature along with filing instructions.
Mail the completed Worksheet to me with photocopies of your W-2s, 1099s and other tax statements. Do not mail original W-2s without making copies. They are difficult to replace if lost in the mail. I will email your completed returns to you for your signature along with filing instructions.
Fax a completed Worksheet to me along with your W-2s, 1099s and other tax statements. I will email your completed returns to you for your signature along with filing instructions. Fax number 773.509.1806.
Make an appointment to come to my office. Bring your completed Worksheet along with your W-2s, 1099s and other tax statements. If you are a new client, bring a copy of your most recent tax return. I'll email you your completed returns or you can come pick them up in person.
If we are filing your returns by paper/mail (such as prior year returns), I will mail the completed returns to you for your signature along with filing instructions. You may also come and pick up your completed returns in person at my office.
It is important that you get your information to me as soon as possible if you want to file by April 15. If I receive your materials after March 25, I may need to file an automatic extension for you. This extension would expire on October 15, 2019. Please note that this is an extension of time to file, not an extension to pay any tax due. If you owe tax with your return, interest and late penalties may apply even if I file an extension for you.
Please contact my office if you have any questions. I look forward to hearing from you soon.
When we have prepared your return we will email a copy of the returns to you as a PDF document. This will serve as your copy of the return. We will also email signature authorization forms for you to sign and return to me. Before I can transmit your returns electronically, I am required by law to have these signed forms in my office. You can mail/email/fax these forms to me, along with payment of my invoice. I can only file your return after I have received the signature authorization forms.
Please contact my office if you have questions. I look forward to hearing from you.
An Enrolled Agent (EA) is an individual who has demonstrated technical competence in the field of taxation. Enrolled Agents, or EAs, can represent taxpayers before all administrative levels of the Internal Revenue Service.
"Enrolled" means EAs are licensed by the federal government. "Agent" means EAs are authorized to appear in place of the taxpayer at the Internal Revenue Service. Only EAs, attorneys and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the Treasury Department.
EAs advise, represent and prepare tax returns for individuals, partnerships, corporations, estates, trusts and any entities with tax-reporting requirements. EAs prepare millions of tax returns each year. EAs' expertise in the continually changing field of tax law enables them to effectively represent taxpayers audited by the IRS.
Only Enrolled Agents are required to demonstrate to the Internal Revenue Service their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation. EAs are the only taxpayer representatives who receive their right to practice from the United States government. CPAs and attorneys are licensed by the states.
The EA designation is earned by passing a two-day examination administered by the IRS which covers taxation of individuals, corporations, partnerships, estates and trusts, procedures and ethics. Next, successful candidates are subjected to a rigorous background check conducted by the Internal Revenue Service.
In addition to the stringent testing and application process, EAs are required to complete 72 hours of continuing professional education, reported every three years, to maintain their status.
EAs are required to abide by the provisions of U.S. Treasury Department Circular 230. EAs found to be in violation of the provisions contained in Circular 230 may be suspended or disbarred.
NAEA is the organization of and for Enrolled Agents. The principal concern of the Association and its members is honest, intelligent and ethical representation of the financial position of taxpayers before governmental agencies.
Members of NAEA are required to complete a minimum of 30 hours of continuing professional education each year in the interpretation, application and administration of federal and state tax laws in order to maintain membership in the organization. This requirement surpasses the IRS' required minimum of 16 hours per year.
It is the policy of David Turrentine, E.A., to handle the information you provide us with the utmost confidentiality and care. We restrict access to nonpublic personal information about you to members of the firm who need to know this information in order to complete the work you have hired us to do. We will not disclose your personal and confidential information to anyone outside this firm without your express written permission to do so. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
The IRS Restructuring and Reform Act of 1998 allows federally authorized practitioners a limited client privilege. This privilege allows confidentiality between the taxpayer and the Enrolled Agent under certain conditions. The privilege applies to situations where the taxpayer is being represented in cases involving audits and collection matters. It is not applicable to the preparation and filing of a tax return. The new privilege does not apply to state tax matters, although a number of states have an accountant-client privilege.
David Turrentine & Associates, Inc.
2610 West Eastwood Avenue
Chicago, IL 60625
Owner and enrolled agent, David Turrentine,
leads a team of dedicated professionals.