Jana W. Helmuth, CPA

​117 First Ave N. Seattle, WA 98109 U.S.

ph. 206.281.8116 fax 206.281.8531

jana@janahelmuth.com

FAQ     

 

Most, if not all, of these answers are specific to Federal or Washington State tax matters.  For any additional questions, please refer to the IRS website in their Frequently Asked Questions.

 

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, email, or fax it to us.

 

Where's my refund?

If you have not received your refund or the amount is not what you expected, contact the IRS at 1-800-829-4477. Alternatively, visit the IRS website at www.irs.gov and select the "Where's my refund?" link.


For amended returns, you'll access                       . You will need the taxpayer's social security number, date of birth and zip code. Processing of an amended return is estimated to take up to 12 weeks, but could be longer.

 

Where do I mail my Individual Income Tax Return?

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 MT or WA:
Internal Revenue Service
P.O.Box 802502
Cincinnati, OH 45280-2502


If your mailing address is AZ, CA or OR:
Internal Revenue Service
P.O. Box 510000
San Francisco, CA 94151-5100
 
Note: These addresses are not to be used for those filing 1040-ES (NR).

 

What is the IRA (Individual Retirement Account) contribution limit?

For 2014, 2015, and 2016:
Regular:   $5,500
Catch-up: $1,000


Note: Individuals who will be at least age 50 by the end of the year can make additional catch-up contributions.
 

What are the rules for converting my traditional IRA into a Roth IRA?
After 2009 the there is no income limit for making a conversion.


Who 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.
 

What are the current mileage rates?

​For 2018

Business: 54.5¢
Charitable: 14¢
Medical and moving: 18¢


For 2017
Business: 53.5¢
Charitable: 14¢
Medical and moving: 17¢ 

 What is the annual gift tax exclusion?

$14,000 in 2013, 2014, 2015, and 2016
$13,000 in 2010, 2011 and 2012.

Generally this gift is neither taxable to the recipient nor deductible by the giver. 

 

Where 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  (.pdf document)

For returning clients who did not receive one, please contact us.
 

Where can I locate a Form W-9?
From the IRS:

W-9   (.pdf document)

 

What forms do I need to provide a newly hired employee?
From the IRS:

W-4  (.pdf document)
For other forms from the
IRS website.
From the Department of Homeland Security:

I-9  (.pdf document)
This is from the U.S. Citizenship and Immigration Services website
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

 

What 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 government, 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,  If you prefer to download and fill in Form SS-4.

The State of Washington will require a Master Business Application.
To start the filing process click here.

Various cities that you intend on doing business in may have licensing requirements.
For
City of Seattle business license and taxes.

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