INDEPENDENT TAX, REAL ESTATE
& MORTGAGE SERVICES, INC.
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Also Known As:
ACTION REALTORS!
Located At:
12754 LA MIRADA BLVD
LA MIRADA, CALIF. 90638
PHONE: (562) 902-1800
FAX: (562) 902-1801
Located in the shopping center of Stater Brothers, behind Burger King, at the southeast corner of Imperial Hwy & La Mirada Blvd.
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Dear Friends:
From all of us to all of you – Season’s Greetings! Here wishing you all a Happy and prosperous New Year. We hope your holidays were a wonderful assortment of joyous occasions with many blessed events, which provided you with the break you all deserved. Hopefully, remembering to take the time to spend with family, loved ones and friends before beginning another year of the usual daily bump and grind, we all say will not happen to me again; but somehow, for one reason or another, it does.
I want to start off by saying the “Color-Coded System” has been working well. These flyers have been carefully pre-color-coded based on your last year’s Income Tax return. It has allowed me to pre-assign the more difficult returns; such as those of you with self-employment income, rental properties or multiple stock transactions to our more experience Income Tax preparer’s before I review and finalize your Income Tax Return; which in turn has been helping all individuals to get in and out of the office faster. Another color code has been assigned to those traveling more than 40 miles; like those in Riverside or San Diego to avoid the traffic rush hours. I have 2 early slots with additional time being blocked out for those with the more complex businesses and or for those with multiple rentals. I have realized the need to try harder in addressing your busy schedules and the efforts you have made in order to come to our office to have your Income Tax’s prepared by keeping your appointment time as close as possible to the time you are actually seen. Finally, we would like to express our gratitude for your continuous understanding, support and patience as we pledge a commitment to ultimately provide you with a system that works out well for everyone.
Our Corporate Mission Statement:
1. Provide quality services; being dedicated to assist all our clients needs.
2. Have awareness & foresight to quickly adapt & change; being a leader in current technology.
3. Maintain a friendly, knowledgeable staff that represents a quality company image.
Helpful Information when gathering Income Tax Papers:
As you’re reading this, find a large envelope, TODAY. LABEL IT “2006 TAX INFORMATION” AND TAPE IT BY YOUR PHONE IN YOUR KITCHEN OR YOUR BEDROOM. Start putting anything tax related in it. If you have doubts as to whether or not its tax related, put it in anyway because most likely it does. Let us figure it out for you later. If you don’t do this now, you won’t remember where your papers are later.
The 5 Most Frequently Forgotten Items that could hold up your return:
1. DMV registrations. 2. All home mortgage statements (a loan company can transfer your loan to another company and you only bring me one statement). 3. Property Taxes paid. 4. Final escrow closing cost (Hud-1) statements for those that have refinanced, bought or sold property. 5. Your December 2006 & January 2007 bank statements for those that earn less than $ 10 interest. (Banks are not required to send you a statement if less than $ 10; but your are required to report that. Look on the back of my card for more helpful hints!!
I want to thank all of you that have referred your family and friends over the years as well as your future referrals. This is the highest compliment I can receive from you. This shows me how much trust you have in our services. With respect to that trust, I want to ensure you all that I do not, have not, and will not ever share any of your personal or private information to anyone outside this office. Once your personal information has been transferred to my computer, I am the only one with access to it from that point on.
Office Hours: Appointment hours during Income Tax Season will be: 10 am – 12 midnight (7 Days a week).
Home Service: Available any day in February or March. Most of you know my brother, David, by now. Well, he is going to be available for anyone wanting home service. He will bring his portable laptop and printer out to your home and have your returned completed and printed out on the spot if you want. Or David can pick up & review your documents for completeness, then finish your return at the office and send it back..
Instructions/Chick List for Mail-in & Drop Off Clients:
For New clients or clients with dependent changes, please provide: copy of the Social Security Card (or write down the name & number exactly as it appears), Home Address, Filing Status (married, single, married filing separate, etc.), Date of Birth, Occupation(s), Contact Phone Numbers (Home or Cell) & E-mail address.
For returning clients or clients with no changes to any information from last year, just list the dependents & include your home and cell phone number with e-mail address so we can contact you easily.
All New Clients must send me a copy of your Income Tax Returns from last year if you filed a Long Form.
Send ALL portions of your W-2’s (will be either 2 or 3) except for (1) copy that says “Employee Copy”
Send ALL 1098-Mortgage Interest forms: Interest you paid on your home from each bank
A Copy of your Property Tax Statement or write down the amount of Property Taxes you paid last year.
If Refinanced or Bought a home last yr, send a copy of the Final HUD-1 Closing Cost Statement.
Send ALL 1099-INTEREST, 1099-DIVIDEND & Stocks & Bonds (Barter & Exchange) Forms.
* If you didn’t receive a form, but have interest to report, please send me (or write down) the amount found on bank statements in either the previous year’s December or current year’s January statement.
* If you don’t have any interest to report, then please write down: NO INTEREST LAST YEAR.
Send any 1099-G Unemployment Forms, W2-G Gambling Forms, 1099-R Distribution Forms.
Write down amounts paid for individual DMV Registration.
Any Additional Expenses write on separate piece of paper, the category/name of the expense and the amount paid for each expense plus the amount paid in the previous year. Examples: Union Dues, Charitable Contributions, Safe Deposit Box, Tax Prep Fees, Professional Journals, Protective Uniform/Work Clothing, Laundry, Cleaning, Work Tools, Cellular Phone Bills, Continuing Education and Training Expenses as well as anything else you feel related to your work. (I will go over it later with you). Please see the back of my card for additional items I need.
Send check in the amount of $ 100.00. This deposit is to start the process of your Income Tax Return. It will also serve as the account information needed where your Refund Check will be directly deposited.
*Make check payable to John Vartanian or Independent Tax, Real Estate & Mortgage Services, Inc.
For those who are Self-Employed, send ALL 1099-Misc forms. If you don’t have any, let me know the amount you made last year (This can be figured out by adding up all the deposits in your business bank account for the year). List your occupation. *Business deductions can be written down or better yet; copy your last year’s deductions from your Schedule C, and write down the amounts for this year next to last year’s amount.
*Please include: Year, Make, and Model of the car used in the Business; the total miles driven for the entire year for all purposes and of that total, the amount of miles driven for business purposes.
Those with RENTAL Properties, write down income received, mortgage interest & property taxes paid, home owners insurance and amount for repairs. If a new rental, I need the property tax statement & date rented.
This is what will happen next in the Income Tax Preparing Process:
1. The day we receive your package, we will call you to confirm receipt.
2. We will call you again if there is any additional information needed.
3. John will personally call you & go over your return in detail making any changes necessary. You will be informed of your refund(s) & if all is acceptable, the return will be processed.
Closing Thoughts:
Now you should be ready to call for your appointment. If you have any additional questions, please leave a detailed message with either our receptionist(s) or office manager(s) and I will get back with you. As most of you already know, I am usually working very late during the tax season to better service you. So please understand that I do not consider it inappropriate to return your call as late as 10:30 pm or 11:00 pm to review YOUR Income Tax Return with you. If that hour is to late for you, please indicate the best time to reach you. I can be reached as late as 1:00 am any day of the week during Income Tax Season.
So, let the fun begin! John the Tax Man!
DIRECTIONS TO OUR OFFICE:
12754 La Mirada Blvd.
La Mirada, Ca 90638
562-902-1800
Our office is located in the Stater Brother’s shopping center. It is the 4th office to the left of Stater Brother’s itself. The Shopping Center is on the SOUTHEAST corner of IMPERIAL HWY and LA MIRADA BLVD, right behind Shell Gas Station and Burger King.
1. IF TRAVELING EAST ON THE 91 Freeway (coming from Torrance): Exit Orangethorpe/Valley View, make a left. Go under freeway; make a left at VALLEY VIEW. Drive +/- 4 miles, go right at ROSECRANS. Make a left at LA MIRADA BLVD. (See above – shopping center on your right side)
2. IF TRAVELING WEST ON THE 91 Freeway (coming from Riverside): Take 5 Freeway North. Exit VALLEY VIEW/LA MIRADA off ramp. Follow the same instructions as # 3 (5 Freeway North) below.
3. IF TRAVELING NORTH ON THE 5 Freeway (coming from Santa Ana): Exit VALLEY VIEW/LA MIRADA and make a left at the end of the off ramp at the off ramp light. This street is Firestone (right in front of the Holiday Select Inn). Make a right at the next light, which is VALLEY VIEW BLVD, (in front of Carl’s Jr.). Go right on ROSECRANS (2nd light). Make a left at LA MIRADA BLVD. (See above – shopping center is on your right side)
4. IF TRAVELING SOUTH ON THE 5 Freeway (coming from Los Angeles): Exit IMPERIAL/PIONEER & make a right. This is Pioneer Blvd. Make a quick left at the first light, which is IMPERIAL HWY. Drive +/- 5 miles to LA MIRADA BLVD. Make a right, then a quick left into the Stater Brother’s shopping center. (See above)
5. IF TRAVELING SOUTH ON THE 605 Freeway (coming from Duarte/Baldwin Park): Take the 5 Freeway South. Then follow the same instructions as # 4 above, (5 Freeway South).
6. IF TRAVELING NORTH ON THE 605 Freeway (coming from Long Beach): Exit at IMPERIAL HWY & make a left at the off ramp. Make a quick right at the light, which is IMPERIAL HWY. (Do not go under the freeway otherwise you went the wrong way). Drive +/- 8 miles to LA MIRADA BLVD and make a right. Then make a quick left into the Stater Brother’s shopping center (See above).
7. IF TRAVELING SOUTH ON COLIMA (West Covina area): Continuing South on COLIMA BLVD, pass WHITTIER BLVD. Just pass MULBURRY AVE.; there will be a split in the road going to the left and right. Stay on the left side. You are now traveling on La Mirada Blvd. As soon as you pass Imperial Hwy, you will see the Stater Brother’s shopping center on your left. Make a left into the shopping center. (See above).
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THIS OFFICE IS A LICENSED REAL ESTATE BROKER'S OFFICE AS WELL. WE USE THE dba NAME OF "ACTION REALTORS". I can list your home for only 4% commission. It will be placed in the M.L.S. as well. We will sit down and go over a strategy plan together to get you top dollar for your home. We will compare recently sold homes in your area as well as available homes in your area to find out what your home is worth before we list it for you. Another way we thank all our valued clients for having "TRUST IN US".
SO, IF YOU ARE INTERESTED IN SELLING YOUR HOME, BUYING A HOME, OR REFINANCING YOUR HOME or if you know someone who is interested in buying or selling or refinancing, please give us a call. Your referral efforts will ont go unnoticed.
THIS OFFICE IS ALSO A LICENSED MORTGAGE OFFICE. WE USE THE dba NAME of "CITINET MORTGAGE, INC." I HAVE THE ABILITY TO PROVIDE YOU A WIDE RANGE OF LOAN PROGRAMS, ONE IS SURE TO MEET YOUR NEEDS. We have: No income, no asset andor stated income loans. No money down loans. FHA, Conventional and VA loans We can get you a loan in 43 states too!!
I look forward to talking with EACH AND EVERY ONE of you again, real soon.
JOHN VARTANIAN
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