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20+ Years of Experience
Call Us Today!
(510) 420-7077
Call Us Today!
(510) 420-7077

Getting Organized

Contact Information

Doris Forman CPA

Address

5865 Doyle St. Suite 114
Emeryville, CA 94608

Phone

Voice: 510-420-7077
Fax: 510-450-0144

Email

dorisf@hotmail.com


It Is Tax Season Again

Fill in as much as you can on your 2014 tax organizer. You'll see last year's information. This will help you collect all the information I need to accurately prepare your tax returns.

Review Your Financial Information Carefully:

  • Include all income and expenses.
    Maintain records explaining the source and use of all personal and business funds. You can be audited for the last 3 years.

Remember to Provide Me with All Your Tax Documentation:

  • W-2 and 1099 Forms (Wages, Interest, Dividends, Royalties, Etc.)
  • 1098 Forms (Mortgage Interest) and Property Tax Statements
  • Brokerage Statements (Stocks, Bonds or Investments)
  • K-1 Forms (Income from Partnerships, Corporations, Trusts and Estates)
  • Real Estate Closing Statements (Sales, Purchase, Refinance and 1031 Exchange)
  • All Supporting Documentation (Schedules, Cancelled Checks, Etc.)
  • Tax Notices Received from IRS or Other Taxing Authorities
  • Often Overlooked Items
    • DMV Fees
    • Medical Mileage
    • Job-Related Vehicle Mileage
    • Work Tools 
    • Non-Cash Contribution Receipts

2015 TAX HOURS
(for tax year 2014)


Monday to Friday: 10:00 a.m. to 6:00 p.m.     Saturday: 10:00 a.m. to 5:00 p.m.
Sunday & Weekday Evenings (After Posted Hours): By Appointment

OUT OF AREA? OUT OF STATE? NOT CONVENIENT TO PERSONALLY MEET?
Send me your information by mail, UPS, FedEx, etc.
We can clarify any questions by phone, and I can return your completed tax returns.

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Call Us Today At ♦ (510) 420-7077