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Welcome to the registration system for the Law Firm of Tim Kelly and Associates, Certified Specialists in Taxation Law as Certified by the Board of Legal Specialization of the State Bar of California.
OUR FIRM OFFERS TAX PREPARATION ALL YEAR, NOT JUST DURING THE TRADITIONAL JANUARY TO APRIL TAX SEASON.
THE STANDARD PROCEDURE FOR THIS SERVICE IS TO COMPLETE ALL STEPS OF THE PREPARATION AND FILING THROUGH FAX OR EMAIL SO THAT NO SPECIFIC APPOINTMENT TIME IS REQUIRED.
OFFICE AND PHONE APPOINTMENTS ARE BY PRIOR ARRANGEMENT ONLY. IF YOU BELIEVE YOU NEED TO MAKE SUCH ARRANGEMENTS, THEY MAY BE MADE BY CONTACTING OFFICE MANAGER LYNN KELLY AT 800-259-3372 EXTENSION ZERO OR [email protected].
If you are going to use our electronic return filing program then you will see instructions after completing the second step registration.
We use Secure Socket Layers (SSL) security, as evidenced by the "https" in the URL bar. Information is stored on our secure, remote servers and does not reside in a vulnerable desktop computer in an urban office.
Before proceeding, we ask you take a moment to take a look at our fees. CLICK HERE TO SEE OUR FEES. They are unchanged for this coming tax year but individual circumstances may have changed and therefore changed your fees. In particular, please look at the small business fees. Most of our fees for businesses which show a profit, or a net loss under $10,000 are moderate. But our fees for the few small businesses we see with net losses in excess of $10,000 are very high because that is where the IRS spends most of its audit time these days. Our other fees, however, we consider to be quite reasonable for the level of service and expertise we offer.
Please acknowledge your awareness of our fee schedule before proceeding.
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| * What is your last name? | | |
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| * What is your first name? | | |
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| * What is your email address? | | |
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| Do you have a secondary email address we may contact you at? (OPTIONAL) | | |
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| * What state do you live in? |
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| * What country do you live in? |
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| * What is your street address? | | |
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| * What city do you live in? | | |
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| * What is your Zip Code or foreign postal code? | | |
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| * Has your address changed from that used on your 2013 tax returns? |
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| What are the best contact phone numbers for you? | | |
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| * Are you a new Client to Tim Kelly & Associates? |
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| * What was your filing status for the 2013 Tax Year? |
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| * Has your banking information (for direct deposit of any refunds) changed from that used on your 2013 tax returns? If yes, be sure that we are aware of this when completing your tax return. |
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| * What is your occupation (NOT YOUR SPOUSE - we'll get to that soon)
CHECK ALL THAT APPLY |
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| * Do you pay health insurance premiums (medical, dental, vision or long term care) directly through your retirement system? |
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| * Please describe the type of self-employment you are engaged in. | | |
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* What was your marital status as of December 31, 2014?
PLEASE NOTE THIS QUESTION IS UNRELATED TO WHETHER YOU QUALIFY TO FILE AS HEAD OF HOUSEHOLD. WE ARE ASKING YOUR LEGAL MARITAL STATUS AS OF 12/31/2014
Unrelated to this question, if you want to determine your eligibility for Head of Household filing status, take the self-test administered by the California Franchise Tax Board, who is by far the primary source of Head of Household audits. CLICK HERE. |
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| * Has there been a change in your marital status from that used on your 2013 tax return? |
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| * Has there been a change in your marital status from that used on your 2013 tax return? |
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* You have indicated your marital status has changed from married to single. This means your status as of 12/31/2014 is now single.
What changes did you have to your marital status in 2014 which have changed from when you filed your 2013 tax returns? (Select all that apply) |
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| * You have indicated your marital status changed from single to married. What changes did you have which changed your marital status since filing your 2013 tax returns? |
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| Despite the separation, do you intend to file a joint tax return with your spouse/RDP? (this only applies to a California return for RDPs) |
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| * Does your spouse have a different last name than you do? |
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| * What is the last name of your spouse or RDP? | | |
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| * What is the first name of your spouse or RDP? | | |
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| * What is the occupation of your spouse/RDP?
CHECK ALL THAT APPLY |
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| * Please describe the type of Self Employment your spouse/RDP is engaged in. | | |
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| * Does your spouse pay health insurance premiums (medical, dental, vision or long term care) directly through their retirement system? |
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| * Do you have any dependents? |
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| The rules for claiming a dependent can be quite complex. So if in doubt, list all possible dependents and then leave us a comment further on the survey if you like. Otherwise the issue will be addressed when your taxes are prepared. |
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| * There are no limits on the earnings for a child who is a dependent and under 19 (not under 18 as is commonly believed). How many dependents do you have who were under age 19 as of December 31, 2014? |
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| * In order to be a dependent, a child who is age 19 through 23 must either have annual taxable income under $3950 or be a more than a half time student for five months of the year as verified on IRS Form 1098-T with a check in box 8 of that form. If you did not receive a Form 1098-T in the mail, this probably means it is available through a download from the school. How many dependents do you have from age 19 through age 23? |
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* How many adult dependents do you have? An adult 19 or older who is not a more than half-time student under 24 must have less than $3950 in total annual taxable income to qualify. There are also relationship and residence requirements to qualify.
DO NOT INCLUDE ANY DEPENDENTS YOU HAVE ALREADY LISTED ABOVE |
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* During 2014, did you do any of the following with regard to your principal residence?
a. buy or sell a principal residence?
b. convert a principal residence into a rental property?
c. convert a rental property you own into a principal residence?
d. loan modification (THIS DOES NOT INCLUDE A REFINANCE - IT MEANS YOUR LENDER REDUCED THE PRINCIPAL OF YOUR LOAN) |
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* Which of the following transactions did you have in 2014 regarding your principal residence?
CHECK ALL THAT APPLY
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| * Did the sale of your principal residence involve either a short sale or foreclosure? |
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| * At any time during 2014 did you own any rental property, and if you converted a principal residence to or from a rental, do you own any additional rental property? |
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| * Did you buy, sell or exchange either a rental or an investment property (such as vacant land), or was a rental or investment property involved in a short sale, foreclosure or loan modification? Include any principal residence converted to a rental during 2014.
SELECT ALL THAT APPLY |
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| * Do you, your spouse or a dependent have a foreign bank account, a foreign retirement account or a foreign trust? |
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* Were you involved in a bankruptcy action in 2014?
(Select all that apply) |
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* The following questions ask about health care insurance coverage and provides required information for your 2014 tax returns under the Affordable Care Act (ACA). Without healthcare insurance coverage you may be subject to penalties.
Did you and, if applicable, your spouse and dependents have health care insurance coverage for the entire year?
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* If you, and if applicable, your spouse and dependents were not covered by health coverage for the full year, have you obtained a healthcare coverage exemption certificate?
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| Please use this space to advise us of any special circumstances or situations affecting your 2014 tax returns. | | |
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| * What kind of an appointment do you want to make? |
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* With which Tax Attorney do you want to make an appointment?
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| * Which Tax Attorney do you want to work with for your Electronic Return? |
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You have successfully completed the registration process for filing your tax returns electronically. Your next step is to go to the instructions which describe our procedures and which also provide a list of what to send us.
The instructions are at www.timkelly.com/electronic.html
If you have any questions please contact Office manager Lynn Kelly at 800-259-3372 Extension zero or [email protected].
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