Tice Associates, P.C. P.A.'s

1709 W. Market Street

York, PA 17404

717-843-9572

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Tice Associates, P.C. P.A.'s
 

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  Newsletter:  Here are some highlights you may have missed.
  [back to top]

            2013 Year End Tax Planning - Business

            2013 Year End Tax Planning for Individuals

            2013 Year End Tax Considerations for Business

            2013 Year End Tax Considerations for Individuals

            2013 Third Quarter Federal Tax Developments

            2013 Second Quarter Federal Tax Developments

            2013 First Quarter Federal Tax Developments

            2012 Year End Tax Planning - Business

            2012 Year End Tax Planning for Individuals

            2012 Third Quarter Federal Tax Developments

            2012 Second Quarter Federal Tax Developments

            2012 First Quarter Federal Tax Developments

            2011 Year End Tax Planning - Business

            2011 Year End Tax Planning for Individuals

            2011 Second Quarter Federal Tax Developments

            2011 First Quarter Federal Tax Developments




 

 

   Tax Information:  Here are some fast
  
[back to top]             tax answers.

       Quick Federal Tax Information (Comparitive 2009 thru 2013)

       2013 Quick Federal Tax Rates           2012 Quick Federal Tax Rates

       Tax Rules Per Age

       2013 Individual & Corporate Tax Bracket Comparison

       Federal Refund Guidelines

       IRS Publication 15 (Circular E) Employer's Tax Guide

       Record Retention Schedule For Various Documents


There are many events that occur during the year that can affect your tax situation.  Preparation of your tax return involves summarizing transactions and events that occured during the prior year.  In most situations, treatment is firmly established at the time the transaction occurs.  However, negative tax effects can be avoided by proper planning.  Please contact us in advance if you have questions about the tax effects of a transaction or event, including the following:

 - Pension or IRA Distribution                       - Retirement
 - Sale/Purchase of Residence/Real Estate   - Job Change
 - Sale/Purchase of a Business                    - Marriage
 - Significant Change in Income/Deductions   - Divorce/Separation
 - Notice from IRS/Other Revenue Dept.        - Self-Employment
 - Charitable Contribution of Property
   In Excess of $5000
 - Attainment of Age 59 1/2 or 70 1/2



   Engagement Letter:  Here is pertinent information about the
  
[back to top]                    services we will perform for you.

       Disclosure and Use of Your Tax Return -
       Our Obligations

       Taxpayer Consent Form to Disclosure of Tax
       Return Information


      

       Taxpayer Consent Form to Use of Tax Return Information

       PA Use Tax Certification

       Individual Tax Return Annual Engagement Letter

       "C" and "S" Corporate Tax Return Annual Engagement Letter

       Partnership & LLC Tax Return Annual Engagement Letter

       Exempt Organizations Tax Return Annual Engagement Letter

 


  Get Organized:  Here are questionaires to help you gather and
  
[back to top]          organize the necessary information for us.


     Bookkeeping Checklists

           Monthly Bookkeeping Reminder Letter

           Monthly Bookkeeping Information Sheet

     Preparation Checklists

           Business Organization Preparation Checklist

           Individual Taxpayer Preparation Checklist

           Financial Aid FAFSA Preparation Checklist

     Mileage Logbook

           Business Mileage Logbook

     Tax Planning

           Year End Estimated Federal Tax Worksheet    

     Taxpayer Organizer

           2013 Tax Organizer (by NSA)    

           2012 Tax Organizer (by NSA)               

           2011 Tax Organizer (by NSA)    

           Basic Individual Taxpayer Organizer (Tice Tax)       

           Business Income & Expense Worksheet (Form 1)

           Business New Equipment Purchase Worksheet (Form 2)

           Business Sub-Contractor/1099 Listing (Form 5)

   

    Business Planning   [back to top]

           The 5 Most Important Decisions To Make
           When Starting Your Business

           New Business Questionaire

           Entity Comparison Checklist

           Considerations When Buying A Business

           Starting A Business - What To Consider

           Starting A Business - Partnerships

           Starting A Business - Limited Liability Company

           Starting A Business - S Corporation

           2013 Quick Corporate Tax Rates     2012 Quick Corporate Tax Rates


    Fact Sheets:  Here is important information on an assortment of topics
   
[back to top]

            Auction and Consignment Income

            Charitable Donations - Tax Tips

            Direct Sellers

            Divorce - Important Documents To Compile

            Divorce - Reminder Checklist

            Education Expenses - Tax Tips


            Employee & Business Expense Topics:

                  Business Trips

                  Car & Truck Expenses

                  Employee Expense Rules & Substantiation Requirements

          

            Farming - Farm Business Expenses

            First-Time Homebuyer Credit (2009 Worker Act)

            Foreclosure of Home Mortgage

            Gambling Winnings - Tax Tips

            Hobbyists - Tax Tips

            Home Office Deduction - 5 Facts


            Like-Kind Property Exchange aka "Tax-Free Exchange" or
            "Starker Exchange" Topics:

                 Like-Kind Exchanges

                 Like-Kind Exchanges - Pitfalls & Opportunities

                 Investment Property - Like-Kind Exchange

                 Principal Residence - Like-Kind Exchange


            Limited Liability Company/PAL Rules

            Military Taxpayers - Tax Tips

            Mortgage Debt Forgiveness - Tax Tips

            Non-Profits - Form 990 General Information

            Non-Profits - Form 990 Compensation Reporting

            Non-Profits - Form 990 Organizational Policies

            Non-Profits - Form 990-T Public Inspection

            Rental Income & Expenses

            S-Corporation Audit Triggers

            S-Corporation Officer Wage Compensation

            S-Corporation Shareholder-Employees Comp. & Insurance Info.

            Sale or Exchange of Principal Residence

            Selling Your Home - Tax Tips 1

            Selling Your Home - Tax Tips 2

            Self-Employed Retirement Plan Deductions

            Tax-Exempt Organization Electronic Notification

            Theft & Fraud Loss Tax Deduction

            Trucker Expenses


    Payroll Tax Form Links:   [back to top]

            Form W-4 - Employee's Federal Tax W/H Allowance Certificate

            Form W-9 - Request For Taxpayer Identification Number

            Form I-9 - Employment Eligibility Verification

            Pennsylvania New Hire Report

            Emergency Municipal Service Tax Refund Request Form

            Local Service Tax (LST) Exemption Form

            Local Service Tax (LST) Refund Request Form

            Mandatory Federal Posters for Employers - Free!!!

            Mandatory Pennsylvania Posters for Employers - Free!!!

            Residency Certification Form (For Local Tax W/H)


    EMPLOYEE MANAGEMENT TOOL KIT FORMS:

               New Employee Data Form

               Pay Change Form

               Change of Address Form

               Direct Deposit Agreement Form

               Form W-4 - Employee's Federal Tax W/H Allowance Certificate

               Form I-9 - Employment Eligibility Verification

               Residency Certification Form (For Local Tax W/H)

               Pennsylvania New Hire Report

               Employee Payroll Record

               Termination Notice Form

               Termination Meeting Checklist

               Employee Exit Interview Form

              


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TICE ASSOCIATES, P.C.
Public Accountants
1709 W. Market St.  York, PA  17404

Phone:  717-843-9572   Fax:  717-845-1590
E-Mail:  tax@ticeassociates.com