Even though the final due date for the filing of your personal returns has lapsed, do not delay and be sure to file ASAP to avoid unnecessary fines and penalties from being assessed. The below is a sample letter we might use to send to the IRS to ensure that we have ample time to get all of their tax returns and filings current to ensure that a taxpayer pays only their lowest legal possible tax. Please keep in mind to work with a CPA who offers a free initial consultation. Attached is a letter we might send to a client to ensure that all of their open tax issues are correctly addressed:
1-16 initial meeting to address tax issues (please note first half hour was not billed)
1-18 strategic meeting to address open tax issues
Preparing Personal Return and Amending your 2009 Personal
Initial Set up of files for Corporate Tax Return Preparation and review of files
This will confirm that:
It is essential to get all requested information to me ASAP.
Please let me know ASAP for all tax years from 2008 forward what returns have been filed for your personal returns and your corporate returns.
Please let me know ASAP for all tax years from 2008 forward what returns have been filed for your corporate payroll tax reports and to forward to me copies of all filed returns by year.
For the 2010 tax year please forward me the original tax forms/tuition statements that created the tax credits listed on Form 8863 of your personal return
Please forward me everyone in your families birth-date.
Please get to me the property taxes paid on your cars for all tax years.
This is to confirm that you are handling all payroll and 1099 issues, your county property tax report, your business license, and that you are aware that all workers who are indeed employees should be paid via a W-2.
This is to confirm that you are aware of the need to have annual Board of Directors, Officers, and Shareholder’s Minutes meetings and that each year you should pay the annual fee with the Secretary of State’s Office to renew your corporations annual registration.
This is to confirm that all active employee owners are required by tax law to take a fair and reasonable salary given position and profit.
Please be reminded that you are required to keep a by day log to support business miles. Please be reminded that I suggest we tax plan twice a year as both the IRS & GA are pay as you go systems and they will assess penalties and interest for any late payment.
This will confirm that all of my work will be done at our standard hourly rate of $195 per hour, that invoices are due upon receipt and that you personally guarantee payment of all invoices, and that you acknowledge that both you and your business/corporation are both jointly and severally liable for all billings.
It is an honor to serve you. If you know anyone looking for a Good CPA, please let me know or feel free to refer them to my web site at www.hiscpa.com
Very Sincerely Yours, John C. Dillard, CPA President
www.HisCPA.com A Christian CPA Firm in Duluth GA Proudly Serving Suwanee, Lawrenceville, Snellville, Lilburn, Duluth, Norcross, Peachtree Corners, Atlanta, Gwinnett, Johns Creek, Roswell, Forsyth, Flowery Branch, Buford, Dunwoody, Grayson, Alpharetta, Sandy Springs & Tucker as a Faith Based CPA