Mac Tax

Tax Services

Mac Nguyen

Mac Nguyen

Karen Dieu

Karen Dieu

Bao Kim Tran

Bao Kim Tran



The IRS


Penalty

The IRS will charge interest on penalties imposed for failure to file tax returns. The penalty can be up to 25%.

Interest

The IRS will also charge the taxpayer interest on taxes not paid by their due date, even if he or she had an extension of time to file.


Tax Deadline


Tax Deadline For

  • Individual
    • Due by Midnight April 15
  • Corporation
    • Due by Midnight March 15

Extension For

  • Individual
    • Due by Midnight October 15
  • Corporation
    • Due by Midnight September 15

Let us help you with your tax return


Before

After

After having an appointment with us, you will be interviewed by a professional tax practitioner who can help you with all the deductions and tax credits that are eligible to you.


Prior to interview,

we need the following:


FAMILY MEMBERS (including spouse and dependents):

  • Name
  • Address
  • Date of Birth
  • Driver’s License Number
  • Last Year’s Tax Return
  • Social Security Number

CHILD CARE

  • Child Name
  • Expense Amount
  • Provider Name & Address
  • Employer ID Number, or
  • Social Security Number
  • Adoption Expenses

INCOME:

  • W-2s (wage information statements)
  • W2-G (lottery or gambling winnings)
  • 1099-B (sales of stocks / bonds)
  • 1099-C (canceled debt)
  • 1099-DIV (dividend)
  • 1099-G (unemployment, state refund)
  • 1099-INT (interest)
  • 1099-R (pension, retirement)
  • RRB-1099-R (railroad retirement)
  • SSA-1099 (social security)
  • Alimony Received
  • Commissions Received (tips)
  • Rental Income
  • Sale of Home

EXPENSES:

  • 1098-E (student loan)
  • 1098-INT (mortgage / home equity)
  • 1098-T (tuition & education fees)
  • Alimony Paid
  • Buying a Home (points & fees)
  • Cash & non-Cash Charitable Donations
  • Casualty / Theft Losses
  • Child Care Expenses
  • Gambling Losses
  • Medical and Dental Expenses
  • Moving Expenses
  • Real Estate and Personal Property Taxes
  • Rental Expenses
  • Traditional IRA Contributions

BUSINESS INCOME & EXPENSES


  • 1099-MISC (self-employment)
  • Estimated Taxes Paid
  • Employee Business Expenses
  • Home Office Expenses
  • Medical Expenses
  • Sale of Any Business Assets
  • State or Local Taxes Paid
  • Mortgage Interest
  • Moving Expenses

During interview,

we'll explain what itemized deductions
are eligible to you


CHARITY CONTRIBUTIONS

  • Cash
  • Expenses for Charity
  • Non-Cash
  • Travel for Charity

CASUALTY / THEFT LOSSES

  • Amount of Loss
  • Date of Loss
  • Fair Market Value
  • Insurance Reimbursement

INVESTMENTS


  • IRA, Roth IRA
  • SEP, SARSEP
  • 401K, 403B, 457
  • Contributions
  • Rollovers
  • Withdrawals
  • Stock Sales
  • Acquired Date
  • Sold Date
  • Cost Basic
  • Gross Proceeds
  • Net Profit / Loss

MEDICAL


  • Ambulance
  • Eye exams / Glasses
  • Hearing Aids / Batteries
  • Hospital
  • Insurance Premiums
  • Lab Fees / X-Rays
  • Lodging
  • Long Term Care Insurance
  • Medical Equipment / Supplies
  • Medicare Premiums
  • Modification to Home
  • Nursing Home / Nursing Care
  • Physical Therapy
  • Prescriptions
  • Special Schooling
  • Travel (medical miles)

MOVING EXPENSES

  • Airfare
  • Car Rental
  • Lodging
  • Meals
  • Transportation
  • Tips

PROPERTY TAX

  • Residence
  • Mobile Home
  • Investment Property
  • Vacation Home

PERSONAL PROPERTY TAX

  • Vehicles
  • Boats

RENTAL PROPERTY / LAND

  • Address
  • Cleaning & Maintenance
  • Insurance
  • Legal Fees
  • Management Fees
  • Improvements
  • Mortgage Interest
  • Taxes
  • Utilities

SALE OF HOME

  • Address
  • Date Purchased
  • Date of Sale
  • Improvements
  • Purchase Price
  • Sale Price
  • Sales Expenses

TRAVEL EXPENSES

  • Lodging
  • Meals
  • Miscellaneous
  • Movers
  • Tolls
  • Travel
  • Truck Rental

VEHICLE

  • Expenses
    • Employer Reimbursement
    • Insurance
    • Maintenance
    • Repairs
    • Lease Payment
    • License and Taxes
  • Mileage

HOME OFFICES EXPENSES

  • Insurance
  • Rent
  • Repairs
  • Telephone
  • Total Home Square Feet
  • Total Office Square Feet
  • Total Storage Square Feet
  • Utilities

OTHERS

  • Alimony Paid
  • Attorney Fees
  • Gambling Losses
  • Job Seeking Expenses
  • Tax Preparation Fees
  • Uniforms
  • Union dues

BUSINESS EXPENSES


  • Advertising
  • Auto Expenses
  • Commissions and Fees
  • Contract Labor
  • Depreciation
  • Employee Benefits
  • Insurance
  • Interest
  • Legal & Professional Services
  • Meals and Entertainment
  • Office Expense
  • Pension / Profit Share
  • Rent
  • Repairs / Maintenance
  • Supplies
  • Taxes and Licenses
  • Travel
  • Utilities
  • Wages

Tax Credits

CHILD EXPENSE

  • Child Tax Credit
  • Child and Dependent Care
  • Adoption Expenses

EDUCATION

  • Books and Supplies
  • Tuition and Fees
  • Student Loan Interest

OTHERS

  • Earn Income Credit
  • Elderly or Disabled.
  • Premium Tax Credit
  • Retirement Contributions
  • Foreign Tax Credit



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