FAQ…do I need a receipt for every gift to charity
The IRS requires that taxpayers substantiate their donations to
charity. Whatever the donation is, whether money or a household
item or clothing, the substantiation rules must be followed. The
May 2015 tax compliance calendar
As an individual or business, it is your responsibility to be aware
of and to meet your tax filing/reporting deadlines. This calendar
summarizes important tax reporting and filing data for
FAQ: What is a Spousal IRA?
If you file a joint return and your taxable income is less than
that of your spouse, the "spousal" IRA rules may allow you to
contribute up to $5,000 in 2009 (or $6,000 if you are 50 or older)
to an i...
FAQ...Must I file a joint return if I'm married?
Just because you're married doesn't mean you have to file a joint
return. This is a common misconception along with thinking that
"married filing separately" applies to couples who are separated or
How do I?…Set up a SEP
As a business owner you have likely heard about the tax advantages
of setting up a retirement plan for you and your employees. Many
small business owners, however, have also heard some of the horror
FAQ: How do I correct unreported income?
I sold a small piece of property two years ago. Going through my
records recently I realized that the gain on that sale was never
reported on my tax return. What should I do now?...
How do I...report interest on U.S. savings bonds?
U.S. Savings Bonds can be a relatively risk-free investment during
time of upheaval in the stock market, such as we are experiencing
now. There are two different types of savings bonds for tax
FAQ: The "nanny - housekeeper" tax
Q. My husband and I have a housekeeper come in to clean once a
week; and someone watches our children for about 10 hours over the
course of each week to free up our time for chores. Are there any
Client FAQ: Basis of personal residence
Q. Since our children are grown and now out on their own, my
husband and I are considering selling our large home and purchasing
a small townhouse. We have owned our home for years and have quite
Client FAQ: Calculating gains from stock sales
Q. I am reviewing my portfolio and considering selling some of my
stock. How do I determine what tax basis I have in the
publicly-traded shares that I own for purposes of determining my
gain or loss i...
Cafeteria plans can stretch your benefit dollars
An attractive benefit package is crucial to attract and retain
talented workers. However, the expense of such packages can be
cost-prohibitive to a small business. Establishing a tax-advantaged
Managing your business' cash flow
While one of the most important keys to financial success of any
business is its ability to properly manage its cash flow, few
businesses devote adequate attention to this process. By
Writing off a home computer used for business
If you use your home computer for business purposes, knowing that
you can deduct some or all of its costs can help ease the pain of
the large initial and ongoing cash outlays. However, there are
Using like-kind exchanges in your business
If you are considering selling business property that has
substantially appreciated in value, you owe it to your business to
explore the possibility of a like-kind exchange. Done properly, a
Bookkeeping 101: Getting started
Starting your own small business can be hectic - yet fun and
personally fulfilling. As you work towards opening the doors, don't
let the onerous task of keeping the books rain on your parade. With
Client FAQ: Wash sales
Q. A large portion of my portfolio is invested in Internet stocks
and with the recent market downturn, I've accumulated some
substantial losses on certain stocks. Although I think these stocks
Tax treatment of costs of starting a new business
As a new business owner, you probably expect to incur many expenses
before you even open the doors. What you might not know is how
these starting up costs are handled for tax purposes. A little
Should you buy or lease your next vehicle?
Probably one of the more difficult decisions you will have to make
as a consumer is whether to buy or lease your auto. Knowing the
advantages and disadvantages of buying vs. leasing a new car or
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Request an Appointment with Carlos Quiroz, CPA on Appointments page. Questions or Comments? Leave us a Message and we will promptly contact you.
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Immediate Tax Audit Resolution Assistance
Were you contacted by the IRS? Are you being audited? Did you not file a tax year and now the the IRS sent you a notice? We've provided Tax Audit Assistance to thousands of taxpayers and can help you too. These examples are common.
IRS tax audits are triggered by errors, omissions, complex transactions and random selection. And it often takes a CPA, tax attorney to resolve an audit or tax inquiry.
If you are audited or receive inquiry letters, Quiroz and Company CPA will immediately begin to represent you and tax control of your tax return audit, levy or inquiry - the same day in most cases. We will immediately communicate on your behalf with IRS auditors and collection agents of the IRS. We know the how to solve IRS tax problems professionally and promptly with your financial interest first.
To learn more please contact us totay - send us a message or call us at 415-986-3340.
CPA Tax Preparation with Online Tax Meeting
CPA Prepared and Assisted Tax Returns:
Federal and State Tax Return - CPA prepared returns wtih electronic filing of federal and state tax forms. Online Tax Consultation with CPA tax preparer.
Web Conference with CPA - CPA conference using online meeting tools, view and discuss tax documents and reports, securely and conveniently online.
We recognize that some returns are simple and can be self-prepared. For these simple returns, we chose 1040.com tax program created by Drake Software for tax season 2015. A DYI return works like an organizer and we recommend using a online tax program when your return is very simple and you understand all the questions and tax implications.
If you have any questions, its better to have your taxes done by a professional.
DIY Returns - Allows you to prepare and e-file your federal and state tax returns online with an easy-to-use 1040 tax interview program from Drake Software. File your tax information conveniently and securely from your personal computer. Deduct the cost of your return from your IRS refund or pay by credit card only when you're ready to e-file.
Click to Start a DIY Return
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A statement about your privacy. We wish our clients to know that some tax firms and accounting firms send confidential tax and accounting information offshore for processing (foreign outsourced) without your knowledge or consent. At Quiroz & Company LLP all work is done by our staff in San Francisco, California. All client data is kept in our offices and on secure servers located in the USA.
Submit your Data Online Securely
Some clients may wish to submit their tax or financial data to us online. To do this just click the FILE SHARE logo below to be redirected to our secure file portal. Enter your e-mail address and password to access your filing portal.
Quiroz & Company is an Authorized IRS E-File Provider.