Reminder of Tax Season "Protocol"
Just a reminder that we take tax appointments on Thursday, Friday and Saturdays between February 1 and March 15th. We do not take tax appointments after March 15th in order to finish all tax returns in a timely manner.
- Tax Appointments are prescheduled for existing clients during the first week of January. Tax Organizers are then mailed to existing clients.
- Tax appointments generally take about one hour at which time we do an initial review of your basic information and a summary of your anticipated tax return - allowing time for questions as we proceed.
- If you are missing information, you will be given a checklist. Returns are finalized on a first come/first served basis. Your return will be added to the "to-be-completed" list once all information is received.
- Your return will go through an accuracy-related check of all documents, a review of pertinent tax matters affecting your return and a final review of all completed forms contained in your return. You may be asked for additional information at this time.
- Once your return is complete, you will be notified by phone or email. Your final will be mailed to you with an invoice and efile forms.
- Once payment and efile forms are returned to our office, your return will be e-filed. Within about a week, you will receive a confirmation letter letting you know your return has been accepted.
Arizona does not conform to federal legislation
On 4/27/10 (after the 2009 filing season,) the Governor signed House bill 2156. If you received unemployment in 2009, used the sales tax deduction on new vehicles, took a deduction for donations to Haiti in early 2010 or carried back a net operating loss 3 to 5 years, you will probably need to amend your tax return.
Standard Mileage Rate
For 2011, the standard mileage rate is 51 cents per mile for business miles.
Social Security Wage Limits for 2011
- $14,160 for people under full retirement age
- $37,680 in the year you reach full retirement age
- No limit on earnings beginning the month you reach full retirement age
Contracting Tax Factors
The following rates are factored tax rates for Contracting in the various locations. The rates are factored by taking 65% of the existing rate thus allowing for the 35% standard deduction.
- Tucson – 5.915%
- Marana – 7.215%
- Oro Valley – 7.215%
- Unincorporated Pima County – 4.615%
- Unincorporated Pinal County – 5.005%
