Frequently Asked Questions
Welcome to the Frequently Asked Questions page. Here we address a few common questions asked by our clients. Most, if not all of these answers are specific to Federal or Washington State tax matters. For answers to more of your questions please refer to the IRS website in their Frequently Asked Questions.
- Service Provided
- Individual Returns
- My Business
- If your mailing address is AZ, CA, MT, OR or WA and no payment is due:
- Department of the Treasury
- Internal Revenue Service
- Fresno, CA 93888-0002
- If your mailing address is AZ, CA, MT, OR or WA and a payment is due:
- Department of the Treasury
- Internal Revenue Service
- Fresno, CA 93888-0102
- Where do I mail my 1040-ES?
- If your mailing address is AZ, CA or OR:
- Internal Revenue Service
- P.O. Box 510000
- San Francisco, CA 94151-5100
- If your mailing address is MT or WA:
- Internal Revenue Service
- P.O.Box 802502
- Cincinnati, OH 45280-2502
- Note: These addresses are not to be used for those filing 1040-ES (NR).
- For 2011
- Business: 1/1 - 6/30: 51.0¢
- Business: 7/1 - 12/31: 55.5¢
- Charitable: 14.0¢
- Medical and moving: 19.0¢
- For 2012
- Business: 55.5¢
- Charitable: 14.0¢
- Medical and moving: 23.0¢
What sort of tax returns does your office prepare?
We are experienced at preparing federal income tax returns for Individuals, Partnerships, Corporations, S Corporations, Estates and Trusts. We also prepare federal and state Employment tax returns as well as Excise tax returns for the State of Washington
Our fees are based on the type of work done, the expertise needed to do it and the time required to do complete the job. Please contact us and we will discuss your needs and give you an estimate of what the charges will be.
Can you send a copy of my tax return to someone for me?
Federal law prohibits us from disclosing your information to a third party without your written consent. If you would like us to send a copy of your tax return to someone such as your bank or to discuss your tax information with someone such as your financial planner or broker, you must sign a consent form. You can download one from here. Please complete it, sign it and mail or fax it to us.
If you have not received your refund or the amount is not what you expected, contact the Internal Revenue Service at 1- 800-829-4477. Alternatively, visit the IRS website at irs.gov and select the "Where's my refund?" link.
Where do I mail my Individual Income Tax Return?
What is the IRA (Individual Retirement Account) contribution limit?
Regular: $5,000.00
Catch-up: $1,000.00
Note: Individuals who will be at least age 50 by the end of the year can make additional catch-up contributions.
Back to the topWhat are the rules for converting my traditional IRA into a Roth IRA?
After 2009 the there is no income limit for making a conversion.
The taxable income from making a conversion in 2010 is spread over 2011 and 2012. Conversions made after 2010 are fully taxable in the year of the conversion.
Back to the topWho has to report non-employee compensation to the IRS (Form 1099-Misc)?
The general rule is that companies who paid non-employee compensation issue a Form 1099-Misc to individuals and partnerships, but not to corporations.
Back to the topWhat are the current mileage rates?
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What is the annual gift tax exclusion?
$13,000.00 in 2010, 2011 and 2012.
Generally this gift is neither taxable to the recipient nor deductible by the giver. Please call us if you have further questions.
Back to the topWhere is the new client organizer form?
For our new clients, we have an organizer to help expedite the completion of your tax return.
Click here (note: this will open a pdf document).
Back to the topWhere can I locate a Form W-9?
From the IRS:
W-9 (note: this will open a pdf document).What forms do I need to provide a newly hired employee?
From the IRS:
W-4 (note: this will open a pdf document).
For other forms from the IRS website, click here (note: this link will open a new window).
From the Department of Homeland Secuity:
I-9 (note: this will open a pdf document).
This is from the U.S. Citizenship and Immigration Services website (note: this link will open a new window).
From WA State:
Follow the link provided below and be sure to use the: "report each new employee to DSHS" link on that page.
To go to the Washington State website click here (note: this will open a new window).
Back to the topWhat forms do I need to start a business in Washington State?
As you begin the process of starting your own business you will need to file with the federal governement, the State of Washington, and various cities where you will conduct business.
At the federal level you will need a federal identification number, obtainable by completing a Form SS-4. If you want to file online, please click here. If you prefer to download and fill in Form SS-4, click here.
The State of Washington will require a Master Business Application.
To start the filing process click http://www.irs.gov/businesses/small/article/0,,id=102767,00.htmlhere.
Various cities that you intend on doing business in may have licensing requirements.
For City of Seattle business license and taxes, click here.
Quick links to state agencies in regards to payroll:
Employment Security Department
Department of Labor and Industry
Quick links to Washington State business taxes and licensing:
Department of Revenue
Department of Licensing
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