bodemanntax

 phone   (925)872-8500  

    fax   (925)461-8585

email   bodemanntax@gmail.com

 

douglass bodemann, ea / tax preparation and representation

admitted to practice before the irs / mobile services available

click to see what clients say about my services

pay fees via paypal

mapquest my office

2017 tax organizers & instructions

Prior to our appointment, please complete and sign the 2017 tax organizers as outlined below that apply to your tax situation. Doing so may save you considerable tax dollars. If for any reason you have trouble downloading and/or printing the organizer from my website, email me and I will send one to you via return email.

1-All clients must complete the '2017 individual tax organizer'. If you are a returning client then only provide any new or different information on page 1 (otherwise write 'same as last year'). Everyone should complete page 2 (the yes/no questions) as this page is year specific and everyone also please read and sign page 3. Questions? Please contact me.

2-If you have a small business also complete the '2017 business tax supplement'. Questions? Please contact me.

3-If you have rental property also complete the '2017 rental tax supplement'. Questions? Please contact me.

 

2017 individual tax organizer

2017 business tax supplement

2017 rental tax supplement

A FEW WORDS ABOUT MY FEES...
 
My fees are based on the tax forms I prepare and file for you. The more complex your return, the more it may cost. I believe you will find my fees to be very competitive. Please contact me to receive a no-obligation estimate. Have available a copy of last years tax return and be prepared to discuss what might be different for this year. My fees include all CA related tax forms and e-filing (additional charges may apply for other states). Representation services, that is audits, letters from the IRS or state taxing agencies, etc, are not included in my fee and requires a separate engagement (additional fees may apply). Mobile services are billed at $1/mile, round trip. Completed tax returns can be picked up or I will arrange delivery, usually by FedEx (USPS upon request). My policy is no return is e-filed until payment is made. Please notify me at our initial meeting if this poses a problem. 

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I am a graduate fellow of the National Tax Practice Institute. Click link to read how this may be beneficial to you.  

NTPI info link

CLICK A BOX BELOW FOR TAX RELATED LINKS

franchise tax board

internal revenue service

social security administration

where is my FTB refund

where is my IRS refund

federal student aid-FAFSA

salvation army values guide

goodwill values guide

daily cartoon-the best link here

bodemanntax   douglass bodemann, ea 

6017 via de los cerros  pleasanton, ca 94566 

phone (925)872-8500  fax (925)461-8585 

email-bodemanntax@gmail.com

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