Frequently Asked Questions
What is an enrolled agent, and how can they help me?
Do we charge for estimates?
What documents do we need to prepare a return?
When preparing your return, we need any and all official documents you receive throughout the year. These notices usually come in the mail in envelopes with “Important tax information enclosed” written on the front. While there is no all-encompassing list of documents needed that will be true for each return, below are some of the most common forms we use for returns:
- Composite 1099
- Schedule K-1
I’ve received a written notice from the IRS; what does it mean?
IRS notices are usually labelled by the type of notice but are general forms not specific to your situation. For our clients, please tell us if you’ve received a notice right when you see it, that way if action is required we are able to do so in a timely matter. Below is a quick reference list for the most common types of notices.
- CP14 – Issued as a first notice to inform a taxpayer of a balance due when there is no math error.
- CP171 – Reminder of overdue taxes due
- CP504 – Notice of intent to levy
- CP2000 – Changes made to return
We collect nonpublic personal information about you that is provided by you or obtained by Marc Lewis & Associates with your authorization. This information may come from various sources, including information we receive from personal interviews, tax organizers, worksheets and other documents necessary to provide professional services to you. Marc Lewis & Associates does not disclose any nonpublic personal information about their clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client. Marc Lewis & Associates restricts access to nonpublic personal information about you to members of our firm who need to know that information in order to provide you professional services. We retain records relating to the professional services that we provide you in accordance with accounting and government standards. Marc Lewis & Associates employs physical, electronic, and procedural security safeguards to protect your nonpublic personal information.
Your confidence and trust are important to us. If you have any questions or concerns regarding the privacy of your nonpublic personal information, please contact our office during normal business hours.