Frequently Asked Questions:

  1. How to Get an Extension on Your Tax Return
  2. Client Organizers
  3. 2011 Tax Filing Due Dates
  4. 2012 Estimated Tax Payments
  5. Retirement Plan and Health Savings Contributions
  6. Office Hours & Directions to Greenberg & Jackson
  7. Tracking the Status of Your Tax Refund
  8. Standard Mileage Rates
  9. E-filing: What to Expect
  10. Suggestions for the FAQs Page
  11. Contact Info and Directions to Nearby Post Offices
  12. Tax Forms 
  13. How Do you Like our Services?
  14. Tax Preparation Fees 
  15. City of Los Angeles Taxes - Filing and Information  
  16. Donation Valuation Guide
 
ATTENTION: PLEASE DO NOT SEND IN ORIGINAL DATA!
 
 
 
For an individual tax return extension, please fill out and submit to us an Extension Request Form. The information requested on the form is absolutely essential in order for us to file your extension.Information required includes an estimate of your tax liability. If you believe your tax liability will be similar to your previous year, you may use the amount on line 61 of page 2 of your previous year 1040 form and line 34 on page 2 of your previous year California form 540. You can also simply write, "Use 2010 tax," on the request form and we will fill in the amount.
 
Businesses must also fill out an Extension request form
 
Changes in income, deductions filing status, etc. can change your tax liability so you may need to have an estimate made by your accountant. If the amount estimated turns out to be significantly lower than the actual tax, the IRS could deny the extension. 
 
Estimating the tax liability also allows you to pay in your tax with the extension so additional penalties and interest will not be assessed.  If you would like to pay your tax with the extension, we will provide the instructions.  We will be filing most extensions electronically, so you will need to remit the payment separately. 

Business Extension forms must arrive to us fully completed by February 15, 2012.

Personal Extension request forms must arrive to us fully completed by March 15, 2012
 
Remember, an extension gives you more time to file, not more time to pay. 
Please send all extension request forms and extension queries and communication to:
services@gnjcpas.com
FAX 818-249-3240
Mail: 2441 Honolulu Ave., Suite 120, Montrose, CA 91020
 
 
 
 
We have two types of Client Organizers to help you save time this year. The first is a Word document form that can be filled out on the computer. The second is a tax organizer filled in with your 2010 data. This will be provided to you in PDF form (not able to be edited on your computer) at your request. Please email services@gnjcpas.com to request this organizer.  
 
 
 
 
 
Corporations due to IRS March 15 - all data must be to us by Feb 15nd.
  
 
Individual due to IRS April 16 - all data must be to us by March 15th.
 

Partnerships due to IRS April 16 - all data must be to us by March 15th.
 
If the information is received after the cut off dates, your accountant will attempt to have your return completed by the due date, however, an extension may need to be filed.  If your return must be prepared by the deadline and the information is not provided per the above, an additional $50 will be charged.
 
 
 
 
For Individuals 
If you are self employed and/or receive other income where taxes are not withheld, you are required to pay your taxes 4 times during the year:
 
  1. April  16,  2012
  2. June  15,  2012
  3. Sept  17,  2012
  4. Jan    16,  2013
Nonpayment on these dates may result in penalties.  Consequently, if you are filing an extension for your 2011 return, you should contact us concerning paying the first estimated payment by April 16, 2012.  Also, you will need to contact us prior to each of the other estimated payment dates if you have not already filed your 2011 return to determine the amounts to pay.
 
For California Corporations and LLCs

The minimum tax due to California is $800.  This is due April 16, 2012 for 2012 returns of calender year end corporations and LLCs. If you have not paid the 2011 California tax and if you are not filing your 2011 corporation/LLC return by March 15, 2012 (Corporations) and April 16, 2012 (LLCs), call us and we will provide the voucher with which to remit payment to avoid additional penalties.  
 
  
 
 
Contributions to traditional and Roth IRAs as well as Health Savings accounts must be made by April 16, 2012 in order to be deductible on the 2011 tax return.
 
Contributions to SEP IRAs can be delayed until the due date of the 2011 tax return including extensions in order to be deductible on the 2011 tax return.
 
 
 
 
 Please click here for contact info, office hours, and directions to Greenberg & Jackson.
 
 
 
  
 Please click here to track the status of your tax refund
 
 
 
 
  Please click here for IRS standard mileage rates
 
 
 
   
  1. After providing information to your tax preparer, you can expect the return to be completed in 7 to 14 days, depending on the time of year.
  2. Once the return has passed final review, it will go to the Billing Department.
  3. If you have not already paid your tax preparation fee, the Billing Department will expect payment at this time.
  4. After payment is received, your tax returns will be emailed to you as an attachment.
  5. Open the email attachment and save the file on your computer. This will be your permanent copy. If you would like us to provide a paper copy, please send a request to services@gnjcpas.com. 
  6. Please review the return(s) for correctness.
  7. Read the filing instructions for each tax return.
  8. Once you are satisfied that the return is accurate, you will need to sign the E-file Signature Authorization Form(s).
  9. Return the form(s) with your signature on them via fax or email. Keep the original form with your signature for your records.
  10. Once we receive the signed Authorization Forms, your returns will be filed immediately.
  11. If you have any further questions about the Electronic Filing Procedure, please email theresa@gnjcpas.com, and she will be happy to help you.
  12. If you have any questions or corrections regarding your tax returns, please contact your accountant.

 

 
Please email us at services@gnjcpas.com to submit your suggestion. Thank you!
 
 
 
 
For contact info, business hours, and directions from Greenberg & Jackson to the nearest post offices:
 
 

Montrose Post Office

2100 MONTROSE AVE

MONTROSE, CA 91020

(818) 249-9463

Directions 

 

Business Hours:

Mon-Fri

9:00am-5:00pm

Sat-Sun closed

 

 

Glendale Office

313 E BROADWAY

GLENDALE, CA 91205-9998

(800) ASK-USPS

(818) 265-9214

Directions

 

Business Hours:

Mon-Fri

8:30am-6:00pm

Sat

9:00am-3:00pm

Sun closed

 

 

Pasadena Post Office

600 LINCOLN AVE

PASADENA, CA 91109-9998

(626) 304-7164

Directions 

 

Business  Hours:

Mon-Fri 8:30am-7:00pm

Sat 9:00am-3:00pm

Sun closed

   

12.Tax Forms 

Here are some resources to help you obtain tax forms such as 1099s, 1098s, W-2s, W-3s, etc.
 
 
First check your local U.S. Postal Service (1-800-ASK-USPS) branch. The forms are provided free of charge but they often run out.
 
Find out if your local Office Depot  (1-800-GO-DEPOT) has them in stock.
 
Find out if your local Staples (1-800-STAPLES) has them in stock.
 
If you have CFS Tax Software, you can order the forms online. Allow 7 business days for delivery.
 
Visit the IRS.gov website or call 1-800-829-3676. Forms are provided free of charge. Allow 7-15 days for delivery.
 
 
 

Always feel free to communicate to the President and Owner, Brad Bernstein, any comments, positive or negative, you may have about us or our service.

We do appreciate compliments, but we like to hear about complaints too, because that gives us an opportunity to make any needed corrections. 

 
You can simply send your comments via email to services@gnjcpas.com, or download this form and fax, email, or mail it back to us. 
 

14. Tax Preparation Fees

THE FEES DO CHANGE AND MAY NOT BE THE SAME AS PREVIOUS YEARS.  FEES ARE DETERMINED BY THE ACCOUNTANT BY THE TIME SPENT AND COMPLEXITY OF THE WORK BEING DONE.

  

IF YOU OWE US MONEY WE CANNOT PROVIDE SERVICE WITHOUT A PAYMENT AGREEMENT!

 

PLEASE EXPECT TO PAY WHEN THE SERVICE IS DONE UNLESS YOU HAVE A PAYMENT AGREEMENT WITH OUR TREASURY DEPARTMENT.  CONTACT US IF YOU HAVE ANY QUESTIONS ABOUT PAYMENT AND FEES AS THIS COULD SLOW DOWN GETTING YOUR RETURN TO YOU.

 


 
Corporate, Partnership, Trust Returns
The fee for corporations, partnerships, and trusts also varies depending upon the complexity of the return and the information we are provided for its preparation. Contact your accountant if you would like an estimate of your fee.

Please contact Abi Lusey at 818-249-3230 or abi@gnjcpas.com if you have any questions.
 
 
For information and filing of City of Los Angeles taxes, please visit http://finance.lacity.org/.

 

16. Donation Valuation Guide 
Click here to download the Donation Valuation Guide.