bodemanntax

 phone-(925)872-8500      fax-(925)461-8585

email-bodemanntax@gmail.com

douglass bodemann, ea / tax preparation & representation
admitted to practice before the irs / mobile services available

Welcome to bodemanntax, where preparing affordable and accurate tax returns is my goal. Feel free to contact me anytime. Prior to our appointment, please review & complete the sections of my 2014 tax organizers that apply to you, and review my 2014 client checklist (see below). Also take a look at the 2014 healthcare tax organizer unless you were covered by medical insurance not offered through the healthcare exchange. In CA, the exchange is know as CoveredCA. Following these steps may save you considerable tax dollars. Lastly, I want you to know I protect your personal information and am in compliance with all laws requiring me to protect non-public information.

click to see what clients say about my services

pay fees via paypal

mapquest my office

2014 individual tax organizer

2014 rental property organizer

2014 sole proprietor organizer

2014 client checklist

2014 healthcare tax organizer

2014 health insurance questionnaire

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A FEW WORDS ABOUT MY FEES...
 
My fees are based on the tax forms I prepare and file for you. The more complex your return, the more it may cost. I believe you will find my fees to be very competitive. Please contact me to receive a no-obligation estimate. Have available a copy of last years tax return and be prepared to discuss what might be different for this year. My fees include all CA related tax forms and e-filing. Representation services are not included, this requires a separate engagement. Mobile services billed at $1/mile. Completed tax returns can be picked up or I will arrange delivery, usually by Fedex. My policy is no return is e-filed until payment is made. Please notify me at our initial meeting if this poses a problem. 

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I'm a graduate fellow of the National Tax Practice Institute. Click link to read how this may be beneficial to you.  

NTPI info link

CLICK BELOW FOR HELPFUL TAX & TAX RELATED LINKS

franchise tax board

internal revenue service

CA energy credits & rebates

where is my FTB refund

where is my IRS refund

federal energy credits

FTB withholding calculator

IRS withholding calculator

historical stock prices

coveredca-CA ACA website

social security administration

real estate values-zillow

healthcare-US ACA website

salvation army valuation guide

goodwill valuation guide

IRS ACA website

federal student aid-FAFSA

daily cartoon-the best link here

WHAT IS AN ENROLLED AGENT?
An Enrolled Agent (EA) is a federally licensed tax practitioner that has earned the privilege of representing taxpayers before the IRS. Enrolled Agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS office they can practice before. To become an EA, an applicant must pass the Special Enrollment Examination-which covers individual, business & corporations, estate, gift & trust taxes plus IRS practice and procedures. According to the National Association of Enrolled Agents there are about 48,000 EA's currently practicing. If it is tax preparation or representation you need help with, you can feel confident that you are well represented when you choose an Enrolled Agent. 

OCCUPATIONAL DEDUCTION CHECKLIST
Below are a variety of occupational deduction checklists that list business expenses common to each occupation. Click on your occupation to see if you have expenses that may be deductible. Like all areas of tax law, there are exceptions and restrictions to some of the items on some of the lists. Further, these lists are not intended to be all-inclusive, as tax law is constantly changing. If you have any questions feel free to contact me for more information and/or clarification.

airline personnel

construction/trades

day care providers

firefighters

hairstylists/manicurist

law enforcement/security

massage therapists

medical professionals

outside sales/direct sellers

real estate professionals

teachers/educators

long haul truck drivers

bodemanntax  6017 via de los cerros  pleasanton, ca 94566 

phone-(925)872-8500  fax-(925)461-8585 

email-bodemanntax@gmail.com

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