Associates Financial Services has over 20 years of accounting and tax services experience. And also provide IRS representation. Our mission is to provide competent tax and accounting services to our clients.

We do more than just prepare your tax or keep records of your accounting activities in your business. We arm you with pertinent tax and accounting information so you can make informed tax and accounting decisions.

Since we don’t have a crystal ball that tells us about each client’s situation, our aim is to arm each potential client with enough information to evaluate his/her situation and thus in a position to provide pertinent information about his/her financial situations to his/her tax accountant. In order word, empower you to make informed decision.

You will be exposed to various tax information articles. Not all articles will apply to your situation. It is your responsibility to familiarize yourself with various tax laws as they apply to your situations.

You can e-mail your tax or accounting questions to us and make tax or accounting appointment by calling 408/923-7712. We do provide electronic filing. We are located in San Jose, California.

Below questionnaire is provided to help you better prepare your records for your appointment with us, your tax or accounting professional.

Please read through the following Items and check the ones that apply to you and your spouse:

• Notification by IRS or other taxing agency of changes to a prior year return
• Change In marital status or dependents.
• Start of a new business.
• Receipt of lump-sum payments from a pension, profit sharing, or 401K plan
• Withdrawals from IRA, Keogh, or SEP accounts.
• Tip Income not reported to your employer (please bring tip).
• Non-cash charitable contributions In excess of $500.
• Educational expenses related to your work.
• Moving expenses related to a change in job location.
• Sale of your home.
• Loans to others with below market Interest rates.
• Gifts of $10,000 value or more to any Individual.
• Income from a foreign country.
• Purchase of a new diesel car or diesel light truck.
• Casualties or thefts.
• Income or loss from a Real Estate Mortgage Investment Conduit (REMIC)
• Taxable employee benefits, unemployment compensation received or prepaid
• Any other Income not listed in this questionnaire.
• Exchange or trade-ins of vehicles, business or investment property.

Please include the following Items:

The front page of the tax forms containing the name and address label, envelopes, and any correspondence received from the IRS, state, or city taxing agencies.

All W-2, W-2G, and 1099-R forms.

Forms 1099 or other statements reporting Interest, dividends, proceeds from real estate broker, and barter exchange proceeds from real estate broker, and barter exchange transactions, social security benefits, pension payments, and any other Income or Income tax withholding.

Buy and sell statements relating to securities transactions.

Closing statements and other documentation regarding sale, purchase, or refinance of real property.

Schedules K-1 showing Income and deductions from partnerships, estates, trusts, or S corporations.

Notices from organizers of tax shelters showing registration numbers.

Any other tax-related documents not detailed on the following worksheets.