Tax Preparation & Representation/Notary Public (TPR)

VERY IMPORTANT RE ECONIMIC STIMULUS PAYMENT: Treasury, IRS unveil online application to help with Economic Impact Payments; Get My Payment allows people to provide direct deposit information and gives payment date WASHINGTON Working with the Treasury Department, the Internal Revenue Service today unveiled the new Get My Payment with features to let taxpayers check on their Economic Impact Payment date and update direct deposit information....Continue reading

The Corona virus is impacting all of us with the shelter in place, social spacing, and isolation initiatives. All of these are to prevent the spread of Covid19 to others. Since the 2019 filing season is changed to 7-15-2020, allowing you time to conduct other more pressing matters, there is no need to pressure yourself to meet the usual April 15 deadline. I am still preparing returns but with respect to your space and other safety issues. Instead of us meeting face to fa...ce and discussing tax data used to prepare your returns, I will still visit wherever you usually choose, but, only to secure tax preparation data, payment for services, return your source documents and secure forms that requires your signature. If there is a need for discussion, we will use the telephone, or other social media platforms that are convenient and secure that you desire. This strategy has been working fine so far without any adverse impact on the fast and efficient service provided to you in the past. If you have any questions regarding this matter, please call. Stay safe, SIP, and maintain social spacing. Wishing you safety and the best of health. THIS WILL PASS. Sincerely, Fletcher Haley Sr Enrolled Agent

TAX TIPS MARCH 2020 AS A RESULT OF THE CORONA VIRUS AND ITS IMPACT NATIONWIDE, THE IRS HAS EXTENDED THE FILING DEADLINE TO JULY 15, 2020 Extension of this deadline allows specifically individuals to divert their full attention, financial and otherwise, to prevention of the virus. ... If you have already filed or intend to soon and owe taxes the following information wiil provide you with options to satisfy your tax liability. If you e-file your returns you may elect to choose electronic fund withdrawal from your selected bank account identified in you or your preparer’s software programs. If you do not e-file your return you may Direct Pay from your checking or savings account -go to www.irs.gov Pay by debit from your checking account online, or by (mobile) phone through IRS2go mobile application. During this critical period the health of you and yours is most important. Please follow the directives of the CDC and local health officials as we all get through this together. Fletcher Haley Sr. Enrolled Agent

TAX PREPARATION & REPRESENTATON/NOTARY PUBLIC (TPR) TAX TIPS JANUARY 2020 Happy New Year 2020! I hope 2019 was positive, happy, and healthy for you and yours. Before you know it, tax time will be here and we need to be prepared. Here are a few tax tips to facilitate your vision on the new year journey. ESTIMATED TAX PAYMENT Final quarterly payment for 2019 is due January 15, 2020.... EARNED INCOME TAX CREDIT EITC is a refundable credit with a maximum amount of $6557 for families with 3 or more qualifying children. You must have earned income and file a federal tax return even if zero taxes are due. CHILD TAX CREDIT This also is a refundable credit for those with qualifying children under 17 years old. You may receive a credit of $2,000 per child with $1,400 refundable. As with the EITC you must file a federal tax return to otherwise receive it. EDUCATION CREDIT Education credits are available to students who usually have received form 1098T Tuition Statement from the school attended. SOURCE DOCUMENTS Employers and payors are required by law to provide forms such as W-2 and 1099 by January 31, 2020. Please be patient with this deadline because IRS in most cases will not attempt to enforce compliance with this requirement until at least February 15, with consideration given to mailing delays.As usual my goal is to provide you with competitive priced, expedient, and quality driven service not just during the filing season but year-round. To this extent, you may notice a slight increase in tax preparation service in 2020 that has not occurred in 3 years. My fee schedule is available upon request. I hope 2020 will be all that you plan for, and anticipate, and will provide you with the vision you need that includes good health, prosperity, and success in all your endeavors. If I may be of assistance, please contact me. I look forward to helping you meet your tax preparation, representation, and notary public needs. Sincerely, Fletcher Haley Sr, E.A. PO BOX 402 ANTIOCH, CA 94509 925 783-5919 FAX 925 754-7597 [email protected] Over 26 years of IRS experience See more

The filing season is here. Are you ready? IRS is now accepting prepared returns for the 2018 filing season. However, do not be too hasty. Providers of sourc...e documents used to enter data for preparation of returns generally do not have a legal requirement to provide individual income tax source documents e.g. Form W-2 until January 31. Most return preparers allow for mailing and receipt to February 15 before preparation starts. Unless you are sure you have all required forms, I recommend waiting due to additional fee for preparing an amended tax return if necessary. BRIEF SUMMARY OF 2018 CHANGES SUBJECT & 2018 CHANGES: *Standard mileage rates - Charity .14 cent per mile Medical .18 cent per mile; *Standard deduction - Married filing joint, surviving spouses $24,000, Single & married filing separate $12,000, Head of household $18,000; *Personal exemption - Suspended beginning 2018; *Medical expense deduction threshhold - 7.5% of AGI 2017 and 2018. It is my pleasure to be of service to you. Please call if you have questions, or you need assistance in complying with state and federal tax filing and paying obligations. Remember, the IRS has options other than full payment immediately, including the Offer in Compromise program where you pay less than owed in settlement of your tax bill, if you meet certain criteria. Sincerely, Fletcher Haley Sr Enrolled Agent

TAX TIPS JULY 2018 Half of the year has passed with most people set to meet their tax obligations by the end of September 2018. The new tax laws effective January 2018 will impact most of us. Now is the time to measure your current withholding and estimated tax payments to ensure you won’t come out on the short end. IRS WITHHOLDING CALCULATOR Go to www.irs.gov SEARCH WITHHOLDING CALCULATOR... This site is available to assist you in having the right amount of withholding from wages using IRS Form W-4. BALANCE DUE NOTICES Are you starting to receive notice of tax due letters from filing your 2017 tax return in April 2018 or otherwise? Read the letter carefully. The tax due notice should be consistent with the return that was filed. Respond timely to the address in the top right-hand side of the document. Names and phone numbers are available here for your information. UNABLE TO PAY Go to www.irs.gov SEARCH UNABLE TO PAY The IRS has options other than full payment immediately, including the Offer in Compromise program if you meet certain criteria. PENALTY ABATEMENT RELIEF Go to www.irs.gov SEARCH RELIEF FROM PENALTIES Under certain conditions if you meet reasonable cause criteria penalties such as failure to file, failure to pay, failure to make proper estimated taxes, and dishonored check may be excused. In addition to reasonable cause criteria you also may qualify for a First Time Penalty Abatement (available every 3 years if you meet specific criteria). Consider reasonable cause option first. As usual, it is my pleasure to be of service to you. Please call me if you have questions or you need assistance in complying with state and federal tax filing and paying obligations. Sincerely, Fletcher Haley, E.A. Tax Preparation & Representation/Notary Public (TPR)

The often times rough road to tax compliance may not be as bumpy when you have the tools essential for the trip. I look forward to assisting you in meeting your tax preparation, representation, and notary public needs. The tax filing deadline for 2016 returns is. April 18, 2017.

TAX PREPARATION & REPRESENTATON/NOTARY PUBLIC (TPR) TAX TIPS JANUARY 2017 Happy New Year 2017! I hope 2016 was positive, happy, and healthy for you and yours. Before you know it, tax time will be here and we need to be prepared. Here are a few tax tips to facilitate your journey. ESTIMATED TAX PAYMENT... Final quarterly payment for 2016 is due January 17, 2017. IRA CONTRIBUTION The maximum contribution 2016 for IRA/Roth is $5,500. The deadline is April 15, 2017 for 2016 contributions. CHILD AND DEPENDENT CARE CREDIT You may claim up to $3,000 for one child and $6,000 for two qualifying children if you and spouse (if filing joint return) paid for care while working or seeking work. Qualifying individuals e.g. a spouse unable to care for themselves, or an individual claimed as a dependent incapable of caring for their hygiene or nutritional needs may also qualify for this credit. SOURCE DOCUMENTS Employers and payors are required by law to provide forms such as W-2 and 1099 by January 31, 2017. Please be patient with this deadline because IRS in most cases will not attempt to enforce compliance until at least February 15 with consideration given to mailing delays. As usual my goal is to provide you with competitive priced, expedient, and quality driven service not just during the filing season but year-round. To this extent, you may notice a slight increase in tax preparation service in 2017 that has not occurred in 3 years. My fee schedule is available upon request. I hope 2017 will be all that you plan for and anticipate that includes good health, prosperity, and success in all your endeavors. If I may be of assistance, please contact me. I look forward to helping you meet your tax preparation, representation, and notary public needs. Sincerely, Fletcher Haley Sr, E.A. PO BOX 402 ANTIOCH, CA 94509 925 783-5919 FAX 925 754-7597 [email protected] Over 26 years of IRS experience. See more

Just a friendly reminder - it's tax time. Please contact me If I may assist you in meeting your preparation and filing obligations!

TAX PREPARATION & REPRESENTATION/NOTARY PUBLIC TPR TAX TIPS DECEMBER 2015... Happy holidays! I hope 2015 has been a prosperous and healthy one with all of your desires fulfilled. The following end of year tax tips hopefully will assist you in meeting a successful filing season that is arriving shortly. AFFORDABLE CARE ACT On March 23, 2010 President Obama signed into law the Affordable Care Act also known as Obama Care. The ACA requires that all uninsured Americans who can afford to, must maintain Minimum Essential Coverage of health insurance. Some may be exempt from the coverage requirement who meet certain income criteria. Otherwise, in accordance with the act’s tax provisions, an Individual Shared Responsibility payment will be required. Again, if you meet certain income requirements a Premium Tax Credit may be available to you. Refer to www.healthcare.gov for more information regarding health insurance carrier choices. GIFTS TO CHARITY In order for gifts to be deductible you must file a form Schedule A and the donation must be to a qualified charitable organization that meets federal statutes. Be prepared to support your deduction of especially cash, by keeping a detailed record, in the event of an IRS review of your tax return. Deduct contributions only in the year you make them. For non-cash contributions of more than $500, additional documentation, e.g. an appraisal may be required. INSUFFICIENT WITHHOLDING If your income tax deduction from wages, or self-employment is short of what you believe your tax obligation for the year may be, you have until January 15, 2016 to make an Estimated Tax payment. If I may assist you in meeting your tax filing and representation needs, please do not hesitate to contact me. Have a Merry Christmas and a Happy New Year!! Fletcher Haley Sr Enrolled Agent PO Box 402 Antioch, CA 94509 925 783-5919 [email protected]