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Steven Zelin CPA
555 Eighth Avenue, Suite 2203, New York, NY 10018 Phone: 646-678-4496 Fax: 917-595-1548 Email: info@thesingingcpa.com

Resources and Tips

If you enjoy doing your own taxes and don’t mind dancing through the minefield that is the IRS code, if and when you get stuck you might find one of the following useful:

For 1099s
The IRS changed the due date for 1099-MISC Forms for Non-employee compensation (vendors/contractors) reporting this year. The time for issuing Form 1099-MISC to vendors/contractors is coming up very soon. If you paid vendors/contractors over $600 for services (not goods), then the 1099-MISC Form has to be filed with the IRS by 1/31/17.

However, there are a few exceptions where you are not required to file a Form 1099-MISC:

  1. If you paid a corporation for services
  2. If you paid contractors via credit card, debit card or Paypal

If you would like our help in preparing and filing the Form 1099-MISC with the IRS, please fill in the attached spreadsheet and return it to us!  If you have any questions regarding the Form 1099-MISC, please feel free to give us a call at 646-678-4496.

For IRS Payments
This IRS site enables  individuals to make estimated tax payments and pay their tax liability directly, online.  http://www.irs.gov/Payments

To Pay New York State Tax Bills and Notices
This site enables individuals to pay NYS bills and notices online (need to create an account) and provides mailing instructions as well.  http://tax.ny.gov/pay/all/pay_a_bill.htm

For New York Parents
It may be useful for you to know that in New York State you can contribute to your kids’ education savings program* (the 529 plan*) in New York State and arrange for the contributions to be tax-deductible on your New York State tax return. If this is something that interests you, I can steer you in the right direction, or I can handle this for you myself. Just call us at 646-678-4496, or email info@thesingingcpa.com.

For U.S. Citizens with Assets Held Abroad
If you fall into this category, you must know that, according to federal regulations, you may be required to declare certain foreign-held assets (including bank accounts). If you need help with this, call us at 646-678-4496 or email info@thesingingcpa.com.

Planning for Retirement?
I recommend creating an IRA*, SEP* and/or 401K*. If you have an employer and the employer matches employee contributions, you should definitely take advantage of the FREE money by contributing the maximum amount.

Where’s My Refund?
To make things easier for taxpayers (life is tough enough), a few years ago I created a one-stop shopping site.  For refund status information for federal and state taxes (all fifty states), just click on: http://www.dudewheresmyrefund.com

Free Financial Organizer
Download our free Financial Organizer and you’ll be ready to get your taxes done in no time!

Self employed Business Income and Expenses
Download this sample spreadsheet that many of our clients find helpful for summarizing their income and expenses from their business. If you are familiar with excel you can change the expense names and insert rows for additional expense items that apply to your business.

Please do not enter any w-2 income or deductions on this sheet—this sheet is only for 1099-MISC and other self employed business income.

Real Estate Rental Activity
Attached is a sample spreadsheet that many of our clients find helpful for summarizing their income and expenses from their real estate rental activity. Since you are familiar with excel you can change the expense names and insert rows for additional expense items that apply to your business.

Engagement Letter
Attached is our standard engagement letter for your review.

Download our Client Portal Instructions

Download an Income Spreadsheet for Artists

Download a 12 Month Expenses Spreadsheet for Artists