TAX PREPARATION & CONSULTING


1299 Fourth Street
Suite 309
San Rafael, CA 94901
Click here for printable directions and map

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


Marlena Weinstein,
Enrolled Agent
EA # 21138
Federal Tax ID# (EIN): 94-2701675


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


Marlena, Gary, and Gabby (the one with the tail)

Frequently Asked Questions (FAQ)

When are my taxes due?

When will I get my tax refund?

Did the IRS really just contact me, or was that a scam?
(probably a scam)

Do I Still Have to Keep This?

What happens if I file my 1099s late?

What happens if I file or pay my taxes late?

How do I apply for an installment
plan to pay my taxes?

What can I deduct as a medical expense?

Do I qualify as a Real Estate Professional?

How do I apply for an Employer ID?

Can I employ my children and deduct
their wages from my taxes?

Why did I receive a Form 940? What's this CP-515?

How do I obtain a copy of my tax transcript?

Should I form an LLC? S Corp? C Corp?

How do I end an LLC?

What do I need to substantiate my Charitable Contributions?

Independent Contractor, or Employee?
Worker Misclassification

What the heck is an Enrolled Agent?

2016 Mileage Reimbursement is 54.0 cents/mile
2017 Mileage Reimbursement is 53.5 cents/mile

Disclosure Alert & Consent Form

Free Annual Credit Report
www.annualcreditreport.com

Free Credit Score
www.creditkarma.com

NEWS!!!!


~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~

 

1/16/17 - California College Access Tax Credit for 2017

12/8/16 - IRS Warns Taxpayers of Numerous Tax Scams Nationwide; Provides Summary of Most Recent Schemes

12/6/16 - Tax Records What to Keep (IRS Tax Preparedness Series)

8/31/16 - IRS Urges Taxpayers to Check Their Withholding; New Factors Increase Importance of Mid-Year Check Up

6/7/16 - IRS Launches More Rigorous e-Authentication Process and Get Transcript Online

12/31/15 - Make Estimated or Tax Bill Payments with IRS Direct Pay

11/23/15 - The Latest on Identity Theft and Bogus IRS Calls

Good News for K-1 Recipients!

 

 

 

 

 

2016 The Case for Identity Theft
Written by Rita Abrams
and Marlena Weinstein
Illustrated by MIchael Kirkbride

2015 Taxpayer Bill of Rights
Written by Rita Abrams
and Marlena Weinstein
Illustrated by MIchael Kirkbride

2014 Old Jews Telling Tax Jokes
Edited by Rita Abrams, David Cotton,
Gary Flatow, and Marlena Weinstein
Illustrated by MIchael Kirkbride

2013 The Lighter Side of Retirement Choices
Written by Marlena Weinstein
and Rita Abrams
Illustrated by MIchael Kirkbride

2012 Where's Weinstein?
Written by Rita Abrams
and Marlena Weinstein
Illustrated by MIchael Kirkbride

2011 Interview with Woody Allen
Written by Rita Abrams
and Marlena Weinstein
Illustrated by MIchael Kirkbride
(Email us for a full-color version!)

Yiddish Guide to IRS Audits
Written by Marlena Weinstein

2010 The Night Before Taxes
Written by Rita Abrams
and Marlena Weinstein

2009 Don't Worry, Be Fiscal
Written by Rita Abrams
and Marlena Weinstein

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

My Next Life
By Woody Allen

 

 

> NEW CLIENTS <

Click here to print out a Tax Year 2016 Blank Organizer.

INFORMATION RETURNS
2017 1099s and 1096s

DUE DATES:

  • The due date to file is January 31, 2017, for BOTH electronic and paper forms.

There are many sources to order these IRS forms:

You can also use a third-party (non-IRS) website to file 1099s and W-2s electronically. Examples of these sites include efilemyforms.com, tax1099.com, and Intuit 1099 E-file Service.

PLEASE NOTE:

Organizers for the 2016 tax year were mailed to all clients in December, 2016.

Original website design by Sabrina Saxon