Preparation of Personal & Corporate Tax Returns * E-File Available * Accounting Services * Corporate Accounting * Payroll Services * Sales Tax Filing * Set Up & Manage Corporations.

Instructions/Check List To Prepare Your Corporate Taxes...

Corporate Information:

Any changes in home address, home phone, cell phone, dependents & occupations.

All Bank Statements and cancelled checks for each account.

If copies of checks are not on bank statements then I need copy of check registry. (I need to know to who and for what reason the check was made).

 of your credit card statements used for business, including annual summary statement for each credit card used.

Any cash receipts you have for the business.

Copies of paid invoices and paid receipts from companies or venders.

If we do not do your payroll, I need a copy of w2, w3, 1099 misc 1096, 940, 941 and DE9 forms.

If we do not do your sales tax, I need a copy of all four quarters of sales tax statements filed with Board of Equalization.

If you can e-mail the bank transactions in the CVS format to  JohnTheTaxMan@hotmail.com

Any Additional Information:

Expenses write on a separate piece of paper.

Write category/name of the expense and the amount paid for each expense plus the amount paid in the previous year.

If we do not do your sales tax, I need a copy of all four quarters of sales tax statements filed with Board of Equalization.

Send Check To:

Send a check in the amount of $100 for a deposit. It will serve as the account information needed where you're Refund Check will be directly deposited.

* Make check payable to John Vartanian, or Independent Tax, Real Estate and Mortgage Services, INC.

You can send payment-using PAYPAL on Independent Tax, Real Estate & Mortgage Services, INC. web site on the payment page or directly to JohnTheTaxMan@hotmail.com.

(If you use this option, send a voided check for direct deposit purposes. IT WILL SPEED UP THE PROCESS).

Instructions/Check List To Prepare Your Corporate Taxes...

  Statement of Information is due EVERY year beginning five months before and through the end of the month your corporation was formed.

Click for direct link to file online: Statement of Information - Corporations

Step 1: Check the box Corporation Name

Step 2: Enter your Corporation Name

Step 3: Click your Corporation Name

Step 4: Check the acknowledgement box, then click on file Statement of Information

Step 4: Accept the online service

Step 5: If there are no changes in the Corporation name, address or officers; check the box "NO CHANGE" then click next

Step 6: Submission Review and add your email address and at the bottom type in your name and then click next

Step 7: Enter your credit card info "Check No to certify copy"

Step 8: Submission and payment confirmed:

• Filing Dead Lines & Extensions:

S-Corporations (1120S) & C-Corporations (1120):

Partnerships (1065) Trusts (1041):

Personal Income Taxes (1040): 

W-2's & 1099-Misc(Independent Contractors):

Quarterlies (S-Corp with Payroll)  & Sales Tax are 4x year:

Statement of Information (annual) Form SI-550: