Have a questions?
(862)-222-5819
mpatel@manishapatelcpa.com
Log In
Register
Home
Services
Portal Login
Contact
Track Your Refund
FAQ
About Us
Individual Services || Required Documents
Links to Download Documents
Form-8843
FBAR ASSETS & INCOME-SAMPLE
Rental Questions
Business Expenses
Rules
Fees for my services are required upfront. Please make a payment before we efile your return.
We do not efile your return without your permission.
We do forward acceptance emails once your return is accepted. If you don't receive such an email your return is not efiled.
If you owe balance you are responsible for ensuring that auto debit is successful.
Things To Be Noted
Due dates: Individual tax return / 1099 contractors/ Single member LLC/ C-Corporations:
April 15, 2025/ with extension October 15, 2025
Due dates: Business tax returns (Multi member LLC, S-Corporations):
March 15, 2025/ with extension September 15, 2025
Best way to Reach me
mpatel@manishapatelcpa.com (1st preference) or (862)-222-5819
IRS Contact Details (Once return is accepted its out of our hands)
866-897-0177 (Refunds) or 18883534537 (Issues with Payments)
Fee Structure
My normal charge is $150 which includes federal and one state. Extra state is $20 extra. Stocks is $20 extra. Itemized return ranges from $170-$190. Federal only no state $100. FBAR is a separate process. I charge $100 for upto 5 accounts. Additional fees for Itemized returns, rental income, foreign accounts reporting, independent contractors income, Single LLC income etc
Business returns range from $350+ depending on what's involved.
List Of Required Documents
Documents Required
Specification
Personal Information
Name, Social, Date of Birth, Address, Phone, Email for you and your dependents (not needed for existing clients unless there is a change).
Bank Information (For Direct Deposit/Debit)
Name, Routing number, Account number and Type (Saving/Checking).
Move Details
Exact date of move and exact date of residency in each state.
Taxable Documents
W2's, 1099 NEC (Independent Contractors), Interest income, Stocks (1099-B).
1099-SA (HSA Distribution), 1095A (Marketplace insurance),1098T (College tuition), 1098 (House Mortgage), Unemployment benefits, Social Security Income.
1099-R(401K/IRA Withdrawals/ Rollovers), Student loan interest (1098-E), K1's from businesses.
1099- NEC/ Self employed income or Business owners (who are not doing bookkeeping with us).
Please fill out Business Excel and send it along - use the excel as a guide. Feel free to add additional expenses as needed.
Rental Income
Please fill out Rental Excel and Send it along with your paperwork. If multiple properties each property needs to have its own tab.
IRA Contribution
If yes for whom and how much ($7000 if under 50, $8000 if you are over 50). You may or may not qualify. Check before investing.
HSA Contribution
If yes for whom and how much ($4150 for Self only or $8300 for Family).
Estimated Taxes Paid
If Yes date and amount for federal and state.
529 Contribution
Not deductible for federal and only deductible for some state. Beneficiary and total contribution details.
Total Rent for the Year/ Property tax paid for the year.
Rent is only Deductible in some states.
Daycare expenses (Both Spouse must be working).
Daycare name, EIN, Address and total expense.
If Nanny, Nanny's name, social & address.
Have health insurance? NJ/MA/DC only.
Me & my dependents had insurance for the full year - Yes or NO.
1095-A Market place insurance (All states) or 1099-HC (MA residents Only).
Personal Property Tax (CT &VA) only.
Amounts and date paid.
Require a New ITIN or Renew ITIN./td>
Passport first page, visa page & exact date of entry in the USA for each dependent requiring ITIN.
IRS Certified Acceptance Agent
mainly important for returns with new/expired ITIN. I can certify your documents instead of you visiting the IRS office or having to send your original passport.
F1/J1 (Student Visa Holders)
Days Spend in the USA 2022,2023 & 2024. Exact date of entry and exit out of the USA only for year 2024, Any Student loan interest paid.
8843 Part 3 (Students) give me answer for 9 -14.
Foreign Salary
Foreign employer name and address. Two numbers - Salary earned & Taxes Paid (January 2024 to December 2024).
Foreign Interest
One aggregate amount for interest earned and taxes paid if any.
Foreign Dividends
One aggregate amount for Dividend earned and taxes paid if any.
Foreign Investment gain/loss
Reach out to me for further details.
Foreign Rental Income
Use Rental Income excel.
Foreign Income & Asset Reporting (FBAR) / FinCEN - Extra Fees.
Any given day If your foreign bank had more than $10K combined balance for all your accounts, you must file FBAR.
If your foreign accounts had more than $100K FinCEN Reporting & FBAR both are required.
Use attached worksheet and submit it along with your paperwork.
Loading...