Trump Calls For Review Of Rule Requiring RMDs At 70 1/2: His executive order may lead to money staying longer in tax-deferred retirement accounts.
Wednesday, September 5, 2018
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About Me
Professional Services:
Modesto Matheu, CPA
Houston, Texas
Email: modesto.matheu@gmail.com
Testimonials:
1040s
Filing old tax returns.
Prepare these Schedules:
D (Capital Gains transactions)
E ( Rental Activities)
C (Small and Mid Size Businesses, and LLCs)
Other Forms as well.
Free Services: Tax organizer, E-filing, direct deposit. No charge for travel time (one time and apply to Houston residents only). . . Provide organizer, correspondence, and tax returns electronically.
Other Professional Services: Can handle a temporary assignment. It can be arranged as hourly or fixed flat fee.
+Problems with the IRS (Notices) can be resolved.
E ( Rental Activities)
C (Small and Mid Size Businesses, and LLCs)
Other Forms as well.
Free Services: Tax organizer, E-filing, direct deposit. No charge for travel time (one time and apply to Houston residents only). . . Provide organizer, correspondence, and tax returns electronically.
Other Professional Services: Can handle a temporary assignment. It can be arranged as hourly or fixed flat fee.
+Problems with the IRS (Notices) can be resolved.
+Installment agreements and Offer in Compromise
+Property tax protest (HCAD)
+Internal Control Audits
+Accounting Set-up & Clean-up
+General Accounting
+ Year-end Closing
+Internal Control Audits
+Accounting Set-up & Clean-up
+General Accounting
+ Year-end Closing
+Managerial Accounting: break-even point, financial ratios and analysis
SMALL BUSINESSES
+Corporations (Form 1120)
+Partnerships (Form 1065)
+S Corporation (Form 1120S)
Consulting
Special Projects: We applied an hourly rate and/or a fixed price.
Prefer to be reach at either one of the following e-mail addresses: modesto.matheu@gmail.com
Please note: a resonable retainer fee may apply and is due at the engagement date. The retainer will be applied to the final bill.
These are the 10 steps requiered in the process:
1- Contact and meet in person to understand the level of service to be provided and to communicate expectations and approximate due dates.
2-Reach a preliminary agreement as to our professional fee and get a reasonable retainer. Sign and engagement letter for the services to be provided.
3-Obtain taxpayer documentation and questionnaire. The questionnaire will guide the taxpayer in getting all the information needed and maximize their tax refund or minimize their tax liability. Documentation can be processed either using original and/or photocopy documents.
4-Verify both the driver's license and social security cards. Obtain copies of both documents for next year's services.
5- Tax preparation and submission of a preliminary draft to the taxpayer for review and approval. Incorporate any changes based on taxpayer feedback.
6-If the taxpayer is not satisfied with the service, at this point, the taxpayer can withdraw from the engagement.
7-Obtain authorization from the taxpayer to e file and direct deposit/draw to a designated bank account(s).
8-E file the tax return and submit an electronic copy to the taxpayer(s) and submit a final invoice to the taxpayer.
9-Obtain from the taxpayer payment in full for services completed. Arrange for the return of all original documents provide.
10-Provide a hard copy of the tax return on a binder. The taxpayer may return to us a survey regarding the service provided.
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