*** DUE TO THE MASSIVE CHANGES FROM THE TAX CUT AND JOBS ACT OF 2017 (TCJA), WE HAVE A PRE-2018 INCOME TAX DATA-ITEMIZER TO BE COMPLETED FOR ALL TAX YEARS BEFORE 2018 (2017 AND BEFORE) AND **A POST-2017 INCOME TAX DATA-ITEMIZER TO BE COMPLETED FOR ALL TAX YEARS AFTER 2017 (2018 AND AFTER). IN OTHER WORDS, IF YOU WANT US TO PREPARE A RETURN FOR A TAX YEAR** BEFORE 2018 (2017 AND BEFORE), THEN COMPLETE **A PRE-2018 INCOME TAX DATA-ITEMIZER, AND IF YOU WANT US TO PREPARE A RETURN FOR A TAX YEAR** AFTER 2017 **(2018 AND *AFTER), THEN COMPLETE A POST-2017 INCOME TAX DATA-ITEMIZER***. THE ALLOWABLE DEDUCTIONS ARE WHAT IS DIFFERENT BETWEEN THE TWO WORKSHEETS. SO BE SURE TO TAKE NOTE OF WHICH ONE YOU ARE USING! ***

BIG NEWS! I have developed an Excel spreadsheet onto which you can enter your daily M-K activity and it will flow that information onto a master spreadsheet that generates a total for each category by month, as well as totals for the entire year, which you can then put on our Cosmetics Business tax worksheet. Like our M-K tax workshop video, which is now reduced to only $10.00, downloadable from a dropbox folder sent to your email address, and available for purchase here and at the “Speaking Calendar” page of the website, it is delivered to you upon receipt of a completed purchase order. Click here for the Cosmetics Business Spreadsheet announcement and purchase order form. Once you use it, give us your feedback.

Although the federal penalty for not having health insurance has been reduced to $-0-, some states passed their own mandates. Therefore, our 2020 Healthcare Coverage Questionnaire is still required, but ONLY FOR THOSE TAXPAYERS WHO LIVE IN A STATE WITH A STATE INCOME TAX OR FOR TAXPAYERS WHO RECEIVED HEALTH INSURANCE PREMIUM SUBSIDIES FROM THE MARKETPLACE EXCHANGE. ALSO, BE AWARE YOU MUST READ OUR 2023 Client Letter.

* For clients of Tax Prep Financial Services, please remember that due to the number of clients we have, the complexity of the returns we prepare in our firm (nearly all have a business or 2, or 3, or even 4), and the fact that Jeff The Tax Man is the only preparer approved to sign each and every return, there is a longer than normal waiting period to have your return prepared. However, we are confident your patience will be rewarded. Just ask the person that referred you to us. *

* We charge for our services, including telephone or email consultations lasting over 15 minutes. For our rates, refer to our Policy Statement/Engagement Letter.*

** For questions regarding our business, see the Frequently Asked Questions page. **

*** For technical tax questions, see the Resources page. ***

**** For clients wishing to claim the Earned Income Tax Credit, you are required to sign an eligibility checklist upon completion of your tax return. Please review IRS Form 886-H-EIC to see if you qualify to claim this credit. ****

Thanks for being a client and accessing our worksheets for one of the 4 types of clients described below. Because we have so many clients and Jeff The Tax Man is the only one who signs (requiring him to review) all the returns, he does not have time for appointments with new clients. Instead, we have designed simple, concise, self-explanatory tax data worksheets that ask for at least 97% of all information that would be necessary to complete any new or existing client’s tax return. Regardless of whether you wish for us to prepare your income tax return originally or you wish for us to amend a previously filed tax return, be sure to select the appropriate tax worksheets below for your particular situation by clicking on the respective links. All clients must read our Policy Statement, sign and submit the Engagement Letter, complete and submit our Income Tax Data-Itemizer, and submit Forms W-2, 1099, 1098, 1095, and Schedules K-1. DO NOT SEND US ANY RECEIPTS. Our primary method for delivering your tax data to us and us delivering your tax returns to you is via our new client portal, which can be accessed at from any device possessing internet access by going to https://jeffthetaxman.securefilepro.com/. If you choose to mail your tax information to us, please make a copy of what you send us for your records so that you can refer to it, if we have any questions or can’t read your writing. We will email or call you with questions or with the results of your tax return. This process is the same if you want us to amend a prior year tax return(s), except we also need a copy of your originally filed tax return(s) to know what was originally claimed. Due to the complexity and large number of returns we have to prepare, please allow at least six weeks before any tax-filing deadline for us to complete your tax return.

This year, because of the introduction of our new portal delivery system, I am requiring that all clients read our 2023 Client Letter.

Click here for a Mileage Log that you can write in your mileage by hand. Click here for an Excel Mileage Log in Microsoft Excel that you can type in your mileage.

* Here is a link to the IRS’ small business and self-employed tax center that has a lot of resources for business owners. *

** SEE WHICH OF THE FOLLOWING 4 PARAGRAPHS DESCRIBES YOUR SITUATION. FOR INSTRUCTIONS, PRINT OFF THE “CLIENT LETTER” (of instruction) FOR THAT CLIENT TYPE. THEN CLICK ON THE OTHER LINKS IN THAT PARAGRAPH FOR FILLABLE .pdf VERSIONS OF OUR FORMS AND WORKSHEETS PERTAINING TO YOUR CLIENT TYPE, ONTO WHICH YOU CAN TYPE YOUR TAX INFORMATION STRAIGHT FROM YOUR COMPUTER. HOWEVER, PLEASE NOTE THAT IN ORDER FOR THE DATA YOU TYPE TO BE RETAINED ONTO THESE DOCUMENTS, YOU MUST FIRST NAME THE FORM AND SAVE IT TO YOUR COMPUTER. THEN ONCE SAVED, YOU MUST RE-OPEN IT IN YOUR .pdf READABLE SOFTWARE. (If you don’t have any .pdf readable software, you can obtain Adobe Acrobat Reader^TM by simply clicking the link to their website at the bottom of this page.) THEN FILL IT IN, AND RE-SAVE IT TO BE ABLE TO UPLOAD IT TO OUR CLIENT PORTAL, EMAIL IT TO US, AND/OR COPY AND PASTE ANY RECURRING INFORMATION INTO NEXT YEAR’S WORKSHEETS. **

Cosmetics business clients must download, read, sign, and remit our Policy Statement/Engagement Letter, download and read our Cosmetics Business New Client Letter of instruction, and download, complete, and remit our Pre-2018 Income Tax Data-Itemizer for all tax years BEFORE 2018 or Post-2017 Income Tax Data-Itemizer for all tax years AFTER 2017, 2020 Healthcare Questionnaire, if applicable (see paragraph above), and Cosmetics Business Worksheet. (Here is an EXAMPLE.COMPLETED COSMETICS BUSINESS WORKSHEET.) If you or your spouse have another business(es) in addition to your cosmetics business, if the business is either a sole proprietorship or is incorporated as a single-member (husband and wife are considered a single member) LLC, then download, complete, and remit our Sole Proprietorship Worksheet for that business(es). If the other, non-cosmetics business(es) is incorporated as an S corporation, then download, complete, and remit our S Corporation Worksheet. IMPORTANT DISTINCTION: Cosmetics businesses that are operated through an S corporation use special paperwork located at the “For Directors” page of this website. This year, because we are implementing our secure client portal as our primary document delivery system, I am requiring that all clients read our 2023 Client Letter.

Other business clients must download, read, sign, and remit our Policy Statement/Engagement Letter, download and read our Non-Cosmetics Business New Client Letter of instruction, and download, complete, and remit our Pre-2018 Income Tax Data-Itemizer for all tax years BEFORE 2018 or Post-2017 Income Tax Data-Itemizer for all tax years AFTER 2017, 2020 Healthcare Questionnaire, and Sole Proprietorship Worksheet for each business operated – if the business is organized as either a sole proprietorship or a single-member (husband and wife are considered a single member) LLC. For businesses incorporated as an S corporation download, complete, and remit our S Corporation Worksheet. This year, because we are implementing our secure client portal as our primary document delivery system, I am requiring that all clients read our 2023 Client Letter.

Minister clients must download, read, sign, and remit our Policy Statement/Engagement Letter, download and read our Minister New Client Letter of instruction, and download, complete, and remit our Pre-2018 Income Tax Data-Itemizer for all tax years BEFORE 2018 or Post-2017 Income Tax Data-Itemizer for all tax years AFTER 2017, 2020 Healthcare Questionnaire, and Minister Worksheet. If you or your spouse have a business in addition to ministry, download, complete, and remit a Sole Proprietorship Worksheet for each business operated – if the business is organized as either a sole proprietorship or a single-member (husband and wife are considered a single member) LLC. For businesses incorporated as an S corporation download, complete, and remit our S Corporation Worksheet. This year, because we are implementing our secure client portal as our primary document delivery system, I am requiring that all clients read our 2023 Client Letter.

All other clients who are not ministers and who do not operate a business must download, read, sign, and remit our Policy Statement/Engagement Letter, download and read our New Client Letter of instruction, and download, complete, and remit our Pre-2018 Income Tax Data-Itemizer for all tax years BEFORE 2018 or Post-2017 Income Tax Data-Itemizer for all tax years AFTER 2017 and 2020 Healthcare Questionnaire. This year, because we are implementing our secure client portal as our primary document delivery system, I am requiring that all clients read our 2023 Client Letter.

Some of the documents on this site are presented in .pdf format which will require Adobe’s Acrobat Reader installed on your computer to read them. You may download and install your free copy by clicking the “Get Acrobat Reader” icon.