TAX PREPARATION & CONSULTING

1299 Fourth Street
Suite 309
San Rafael, CA 94901


415-459-3541
415-459-4841 (Fax)
tax@weinsteinassoc.com


Marlena Weinstein,
Enrolled Agent
EA # 21138

Wendy Williamson,
Office Manager

Caricature by
PHIL FRANK

March 27, 1943 - September 12, 2007
San Francisco Chronicle Obituary
S.F. Chronicle Memorial 09/25/07

"One of my first and all-time favorite clients
and amazing human beings of all time.
I will miss you, Phil."



THE ASSOCIATES

from left to right

Cody Gizmo Weinstein

JohnMichael Seltzer
Sadly, temporarily out of the "picture"

Marlena Weinstein

Eric Warner-Weinstein

Sabrina Saxon

Lucy Sky Diamond Saxon

Gary Flatow

Wendy Williamson
(not pictured),
but clearly the "Centerfold"

FAQ

Do I Still Have to Keep This?

What can I deduct as a medical expense?

Are you a Real Estate Professional?

Alternative Minimum Tax

Non Business Energy Credits

Hybrid Motor Vehicle Credit

Property Issues

Education Plans

Comparing ESP Plans to 529

Employing Your Children

Employer ID Application and
Phone Numbers

Ending an LLC

Form 940 or CP-515

Payroll Information

Audit Expectations of Business Expenses

Tax Tips for All Taxpayers

IRS Tax Help List

Website Addresses

Valuation Guide for Donations

Charitable Contributions

Home Improvement Log

Household Employees

Explanation of Handling Fee for Late Data

Early Retirement (Social Security)

Mortgage Options

CA Sales & Use Tax Options

CA Use Tax
More Information

2009 Mileage Reimbursement
is 55 cents/mile

2010 Mileage Reimbursement
is 50 cents/mile

Free Annual Credit Report
www.annualcreditreport.com

Free Credit Score
www.creditkarma.com

NEWS!!!!

No news is good news!!!

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New Information for you regarding Social Security

CLICK HERE
TO GO TO VALUABLE SOCIAL SECURITY INFO

More Social Security Information

 

2010 Parody
Written by Rita Abrams
with Marlena Weinstein

2009 Poem
Written by Rita Abrams
with Marlena Weinstein

with Marlena Weinstein


Yiddish Guide to IRS Audits

George Carlin's View On Aging
Absolutely Brilliant!!!

My Next Life
By Woody Allen

 

 

 

REFERRALS
BOOKKEEPING
D.Lee Benson
415-456-0451
 
Kathy Hamaker
415-272-2553
 
Elizabeth Allen
415-680-4620
PAYROLL
Chris Arnold @ Paychex
1-415-899-0203 ext 30485
CREDIT ISSUES & RESTORATION
Hannah Fliegel
415-999-9348
  http://www.foreclosureoptionsnetwork.com 415-924-4181 fax
FORECLOSURE/SHORT SALES
Jack Conti 650-755-9100
TAX ATTORNEY
Bill Taggert 510-893-9999
ESTATE PLANNING ATTORNEY/CPA
Phil Wojtalewicz 925-370-6097
REAL ESTATE ATTORNEY
Monty Georgeson 415-455-0262
SOCIAL SECURITY ATTORNEY
Peter Young 415-388-1009
MORTGAGE SPECIALIST
Steven Oliphant, PhD 415-945-4850

 

> NEW CLIENTS <

Click here to print out a Tax Year 2009 Blank Organizer.

All organizers have been mailed out as of the week of
December 18th-22nd.

INFORMATION RETURNS
2009 W-2's, W-3's, 1099's, and 1096's

DUE DATE to mail to Recipient is February 1st.
DUE DATE to mail in to IRS is March 1st.

There are many sources to order your 2009 forms (W-2, W3, 1099, 1096).
We will have blank forms available in our office.

You can order blank forms on-line from the IRS:
http://www.irs.gov/businesses/page/0,,id=23108,00.html

You can also CALL the IRS and order blank forms @ 1-800-829-3676

PLEASE NOTE:

Your 2010 Bring Sheet and Fee Schedule have been modified and will be sent out with your Tax Year 2009 Organizer.

Website Design by Sabrina Saxon