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Welcome to Taxes For U. We handle income tax matters for individuals, couples, families and small business owners or professionals. Tax Preparation is only one of our services. See our business services below:
Sales Tax Returns
Individual, Partnership, Corporation, and LLC Tax Return Preparation
Customized Reports and Graphs
Monthly Financial Statement Preparation
Set up and analyze budgets
Set Up and Training
Weekly, Monthly, Quarterly-Will pick up and deliver-Hourly and flat rates available
Health Insurance Renewals
Medical, Dental, and Vision Quotes and application assistance
Will go to your office
There are just four easy steps to begin:
1. Download your tax preparation checklist below. This form will tell you which documents you will need to include in our correspondence or to bring to our initial meeting.
2. Download your tax questionnaire below. Fill out the tax questionnaire sections that apply to you. On the lines for which you have tax documents, such as W-2's or 1099's, just check the box or write in "See W-2" or "See 1099." Then enclose all source documents when you send your information to us.
3. Download our engagement letter. Enter your name(s) and address, the name(s) or the state return(s) needed, which types of returns (personal, business or both) and then sign and date on the lines at the bottom of the page.
4. Send us an e-mail at taxesforu@cox.net or call us to advise us that you wish to engage us to prepare your tax returns, and we will tell you how to deliver your questionnaire, engaqement letter and tax information documents to us or we may set up a meeting.
2009 Individual and Joint Tax Organizer
IndividualandJoint2009TaxEngagementLetter.doc
Individual/Joint Tax Engagement Letter 2009
CORPORATION_TAX_ORGANIZER__1120_.doc
Business Tax Engagement Letter 2009
Branches and additional offices:
(949) 831-214630100 Town Center Dr #112 Laguna Niguel, CA 92677
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Fox and Associates has been serving the tax preparation needs of the Pleasanton area for over twenty years. We are Enrolled Agents (federally authorized tax practitioner) who can represent you.