taxguy

Forms, Schedules and Worksheets – A very special offer for tax professionals, a taxguy review.

            From the desk of Robert D. Flach of TAXPRO SERVICES CORPORATION and ROBERT D. FLACH, LLC tax preparers are given a great offer. Robert is also THE WANDERING TAX PRO.

 

            If you are not a professional tax preparer I say so what, you’ll find the majority of these very useful to you as well.

 

            All professional preparers have forms and worksheets we use for various reasons. What store did you buy yours from? Mine are a mix from Greatland and the NATP store. I have a few of my own and have been working on my own client questionnaire for a few years now. Still mine has many bugs to fix as it has far too many pages.

 

            What Robert has created here is more.

            Robert has these forms, schedules and worksheets designed wonderfully for their purposes.

            The Cell phone log is perfect for taxpayers to log the cost of their business use of their phone. I don’t know about you but I have several clients that send me the years bills and pay to have me sort this out. With the cell phone log, they won’t be paying me for an hour or two, as they’ll have the expense at hand and all I will need to enter the amount. They have a reference form in case of an audit.

            Ever need to add a supplement to Schedule A? In this collection there is one made out perfectly.

            The Medical Expense Worksheet has lines for insurance premiums, long-term care insurance, doctors, dentist, therapist, nurses, hospital bills, Lab Test, prescription and just everything that sure you could run across including breakdowns of your mileages and other medical traveling expenses.

            The Charitable Contribution Listing worksheet is exactly what taxpayers need to document their donation/s. Including instructions as to what is and what isn’t deductable. As there are several types of deductions, there are several types of worksheet for taxpayers to use in this package.

            Do you have continuing education expenses? Do you file Schedule C? Need a mileage log? A business travel record? What about an employee time card? Do you need or have a comprehensive worksheet for clients who have a home office? Need a worksheet to have cost basis lined up? Do you own rentals – A multi-family building? How well is your worksheet for figuring AMT?

            The point?

            Robert Flach has been preparing taxes for a great many years (over 35) and is very knowledgeable in his profession proven time and time again in the articles he writes for his blogs/websites as well as others including here. The TAX PROFESSIONAL FORMS, SCHEDULES  AND WORKSHEETS  that are being offered are a great resource for preparers and taxpayers alike.

 

            These documents are in MS Word format and thus cannot only be used as much as you need, but can be edited to best fit your practice and/or needs. I will be using several as is, and making slight changes several others. $5.00 is very gracious considering the time these will save everyone. Not to mention the time that was put into creating them. Every reader of TWTP needs a copy of these, even if just to check yourself and/or your practice.

Yes everyone. Robert advertises them for tax professionals, but it is my opinion those taxpayers who are busy doing their own will benefit as much as any tax preparer. 

For information to get yours now, go to A VERY SPECIAL OFFER FOR TAX PROFESSIONALS. The information for getting your copy is there.

© 2008, Bruce. All rights reserved. Republishing of this post must provide link to original post.

Tags: benefit, client questionnaire, Deductions, Forms, Opinions, professional tax preparer, Review, special offer, tax preparers, tax professionals, taxpayers

This entry was posted on Monday, December 1st, 2008 at 6:29 am and is filed under News Flash, Opinions, Preparer, Tax Preparation. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.