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 Benson,
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
(passed away 3/20/10)

JohnMichael Seltzer
(Out of the "picture",
but still a good friend)


Marlena Weinstein

Eric Warner-Weinstein

Sabrina Saxon
(On to other endeavors)

Lucy Sky Diamond Saxon
(Goes wherever Sabrina goes)

Gary Flatow
(Still on call!!!!)

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

FAQ

Do I Still Have to Keep This?

Disclosure Alert &
Signature Page

Independent Contractor VS Employee?
Worker Misclassification

What can I deduct as a medical expense?

Are you a Real Estate Professional?

Alternative Minimum Tax

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

IRS Tax Help List

Website Addresses

Valuation Guide for Donations

Donations Substantiation Guide

Charitable Contributions

Home Improvement Log

Explanation of Handling Fee for Late Data

Early Retirement (Social Security)

Mortgage Options

CA Sales & Use Tax Info

2011 Mileage Reimbursement
is 51 cents/mile forJan1 - June 30
and 55.5 cents/mile for July 1 - Dec 31

Free Annual Credit Report
www.annualcreditreport.com

Free Credit Score
www.creditkarma.com

NEWS!!!!


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Enrolled Agents: The Tax Professionals
 
What is an Enrolled Agent?
 
Enrolled Agents (EAs) are federally authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government. Only EAs, Attorneys and CPAs may represent taxpayers without limitation before the IRS. EAs advise and represent taxpayers before the IRS who are being examined, taxpayers who are unable to pay, and taxpayers who wish to avoid or recover penalties. EAs prepare tax returns for individuals, partnerships, corporations, estates, trusts and any other entities with tax-reporting requirements. Unlike Attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation and are required by the federal government to maintain their professional skills with continuing professional education.

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


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 / www.khbookkeeping.com
415-272-2553
 
Elizabeth Allen
415-680-4620
CORPORATE CPA
Pat Chin 415-982-1492
PAYROLL
Chris Arnold @ Paychex
415-899-0203 ext 30485
  Chris Bost @ ADP 707-554-1783
HUMAN RESOURCE ISSUES
Employer's Guardian - Todd at ext 7014 916-635-2543
CREDIT ISSUES & RESTORATION
Hannah Fliegel
415-999-9348
  http://www.foreclosureoptionsnetwork.com 415-924-4181 fax
R.E. AGENT/SHORT SALE EXPERT
Greg Browman 415-519-6062
FORECLOSURE/SHORT SALES
Jack Conti 916-971-1251
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
CAREER COUNSELING
Diane Wexler 415-327-3364
MORTGAGE LOAN BROKER
Steven Oliphant, PhD 415-945-4850

 

> NEW CLIENTS <

Click here to print out a Tax Year 2011 Blank Organizer.

All organizers have been mailed out as of December 23, 2011.

INFORMATION RETURNS
2011 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 2011 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 2012 Reminder/Bring Sheet and Fee Schedule have been modified and will be sent out with your Tax Year 2011 Organizer.

Website Design by Sabrina Saxon