Pam Weekley & Associates

Tax and Accounting

Pam Weekley MBA, EA

Professional ~ Personal ~ Proven

Resources

 
Enrolled Agents are federally licensed tax practitioners with unlimited rights to represent taxpayers before the IRS 
Not all paid tax return practitioners are equal!

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  For our visitor's and client's convenience we have included links to useful websites, documents and tools...
Questions? For more information
call us today at 760.625.5549
 or email us at:  info@pwtaxandaccounting.com

 

 
Useful Documents
(in alphabetical order)

A

Alternative Minimum Tax
Audits
Automobile Related Deductions
B
Business Entity - Comparison Chart
Business Entity - Pros and Cons
Business Financing - Don't Intermingle Funds
Business Owners - Taking Money out of a Business
Business Use of Home
C
Cancellation of Debit - Insolvency
Capital Gains and Losses
Charitable Cash Donation Tracker
Charitable Contributions
Charitable Contributions Guide
Choosing a Business Entity
College Financial Aid Planning
Consumer Credit
Contact From IRS
Corporate Meeting Requirements
Coverdell Education Savings
Crowdfunding
D
Day Care Providers Income and Expenses
Death of a Taxpayer
Death and Taxes
Dependent Support Worksheet
Divorce and Taxes
Divorce and Taxes #2
E
Early Retirement Distributions
Education Credits
Education Tax Benefits
Employee vs. Independent Contractor
Estate Planning, Wills, Probate, and Transfer Assets
Estate Tax (Form 706)
Estimated Taxes
F
Families With Children
Farm Vehicles and Fuels
Filing Status
Financial Planning Guide
Foreign Bank and Financial Accounts
Fringe Benefits
G
Gambling Proceeds
Gift Tax
H
Health Care Reform - Cost Sharing Subsidy for Individuals/High-Deductible Plans
Health Care Reform - Employer Insurance Requierment
Health Care Reform - Individual Insurance Requirement
Health Care Reform - Premium Assistance Credit
Health Care Reform - State Health Insurance Exchanges
Health Savings Accounts (HSAs)
High Income Taxpayers
Hobby vs. Business
Home Office
Home Ownership and Taxation
Household Employees
I
Identity Theft and Your Taxes
Individual Retirement Accounts - Kinds of IRAs and Prohibited Transactions
Individual Retirement Accounts - Roth IRAs
Individual Retirement Accounts - Traditional IRAs
IRAs
Itemized Deductions - Casualty and Theft Losses
Itemized Deductions - Homeowners
Itemized Deductions - Interest Paid
Itemized Deductions - Job Expenses
Itemized Deductions - Medical Expenses
Itemized Deductions - Taxes Paid
J/K
Kiddie Tax
L
Limited Liability Companies (LLCs)
M
Marketing Your Business
Meals and Incidental Expenses
Mileage and Expense Log
Miscellaneous Itemized Deductions
Moving Expenses
Multi-State Taxation
 Useful Documents (continued)
N
Newlyweds Tax Tips
O/P
Partnerships
Pension Income Planning
Privacy Policy
Q/R
Record Keeping for Tax Purposes
Rental Income and Expense Worksheet
Rental Income and Expenses
Rental Property
Repairs vs. Improvements
Retirement Income
Rollover Roth IRA
Roth IRA
S
S Corporations
Same-Sex Married Couples
Saving for College
Saving for Retirement
Saving Records
Self-Employment Tax
Small Business Health Care Tax Credit
Social Security and Medicare
Standard vs. Itemized Deduction
Starting a Business
Starting a Business #2
Stock Options - Same Day Sales
T
Tax Facts and Figures
Tax Scams
Tax Tips for the Self Employed
Taxable Social Security Benefits
Taxpayers Who Receive an IRS Notice
Traditional IRAs
Truck Drivers and Tax Deductions
U/V
Vehicles - Business Use
W
What Should You do if You Can't Pay Your Taxes?
Withholding - Filling Out Form W-4
 
Useful Websites
Catalog Choice - Stop Junk Mail
Citizenship and Immigration Services
Department of Labor - US
DMA Choice - Stop Junk Mail
Economic Development Department - CA
EFTPS
EIN Online
E Verify
Health Care Reform Implementation Timeline
Internal Revenue Service
IRS Forms and Publications
National Do Not Call Registry (stop telemarketers)
Opt Out Services (stop credit card & insurance solicitations)
Passports
Publications USA Gov
QuickBooks
Retirement Plan Guide for Small Businesses
Securities and Exchange Commission
Small Business Administration (SBA)
Social Security Administration for Businesses
Social Security Administration for Individuals
State Board of Equalization
Trademark & Patent Office
Unclaimed Assets
Where is My IRS Refund?
Where is My California State Refund?
 
Useful Tools
Amortization Calculator
IRS W4 Calculator
Online Paycheck Calculations

 

 

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Tel: 760.625-5549 ~ Fax: 888.804.5438

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Website Design & Maintenance by: Pam Weekley & Associates

Last Modified:  07/20/19
   

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NAEA - National Association of Enrolled Agents

NATP - National Association of Tax Professionals CSEA - California Society of Enrolled Agents    
               
   

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    Desert Business Association   Palm Desert Area Chamber of Commerce Rancho Mirage Chamber of Commerce    
IRS Circular 230 Disclosure
Pursuant to the requirements of the Internal Revenue Service Circular 230, we inform you that, to the extent any advice relating to a Federal tax issue is contained in this communication, including in any attachments, it was not written or intended to be used, and cannot be used, for the purpose of (a) avoiding any tax related penalties that may be imposed on you or any other person under the Internal Revenue Code, or (b) promoting, marketing or recommending to another person any transaction or matter addressed in this communication.
     

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