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Dale Boss, Licensed Tax Consultant
Tax Return Preparation
I prepare returns for individuals, sole proprietorships, rentals, farms, partnerships, LLPs, LLCs, corporations, trusts, and estates. for all 50 states.
I prepare your returns so you pay only the taxes you have to and so your return is defensible if challenged.
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You'll no longer need to: find the forms or install the software, puzzle out the instructions, call the IRS for help, make copies for your files, wonder what you did wrong or overlooked.
Now you'll get: returns prepared by a trained professional, kept on file for seven years and available on demand in paper or digital form, and an advocate with the IRS and state revenue departments.
Dale Boss, Designated Consultant
Licensed Tax Consultant by the State of Oregon since 2000, preparing tax returns since 1996. Abiding by the regulations of the State Tax Board covering such areas as client record-keeping, continuing education, and ethics.
Estimated payments
Jan 15: last payment to avoid underpayment fees
Apr 15: last payment to avoid late payment fees
Personal
C Corporation
Mar 15: Materials due to meet first due date
Apr 15: First return/extension due date
Sep 15: Materials due to meet extended due date
Oct 15: Extended due date
Estate
Trust
Mar 15: Materials due to meet first due date
Apr 15: First return/extension due date
Aug 31: Materials due to meet extended due date
Sep 30: Extended due date
Partnership
S Corporation
Feb 15: Materials due to meet first due date
Mar 15: First return/extension due date
Aug 15: Materials due to meet extended due date
Sep 15: Extended due date
Non-profit
Apr 15: Materials due to meet first due date
May 15: First return/extension due date
Oct 15: Materials due to meet extended due date
Nov 15: Extended due date
Process
I prepare returns in the order that I receive them. You're welcome to give me materials as you get them, but your return isn't entered in the queue until I have all materials. I typically complete a return in two to three weeks.
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When I've completed your return, I send you the form to authorize electronic filing and an invoice. You sign and return the authorization to me, and you can also pay electronically using most of the popular services or with a check. I give you a digital copy of your forms. (I can also do all of this on paper if you wish.)
My preparation fee is based on the paperwork you give me and the analysis I need to do with that paperwork. the forms I prepare, and the data I need to enter on the forms. I do not charge for any research I need to do for your return. The preparation fee covers an annual meeting. New clients are not charged for the first meeting.
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