Charitable Giving Program
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CHARITABLE GIVING PROGRAM ? HOW IT WORKS.Q. Can I give to any charity and received a reduced tax preparation fee?
A. No, In order to qualify, the charitable organization must be a qualified 501c(3) organization. To determine if your charity qualifies, click here. Q. How long does this program continue and when must I make my contribution in order to get a reduced preparation fee? A. This program will run from December 12, 2008 until December 24, 2008. In order to get a reduced preparation fee, you must present a copy of your receipt signed and dated by a member of the organization. In addition the receipt must show the name and address of the organization. Q. Is there a deadline to notify Steven H. Mangan, CPA of my participation in the reduced fee program? A. No. However, the sooner you are able to schedule an appointment, the sooner we will have your return completed. This is especially important if you are expecting a tax refund. Q. Can I give clothing or other non-cash items to an organization and still qualify under this program? A. No. During these difficult times, ?Cash is King?. Although a cancelled check may support your payment, it must be accompanied by a receipt from the qualifying organization. Q. How will I know if I am being charged a fair price for the services you are providing? A. For the purpose of this program, I will guarantee your fee will not exceed your prior year preparation fee for a similar return paid to a licensed CPA or CPA firm. Q. What method of payment will be acceptable under this program? A. Payment for preparation will be due upon completion of your return. Under this program, payment must be tendered in cash or check. Q. How long will it take to prepare my return? A. We will make every effort to complete your return within 2 weeks from the time we received all the required documents. I encourage you to complete our online organizer as it integrates with our tax software and will help us complete your return more efficiently. Q. I currently use Quickbooks for my business accounting. Can I provide you with this file instead of completing the tax organizer? A. Ultratax has the ability to integrate with tax software such as Quickbooks and Peachtree However, this program includes only individual tax preparation. Therefore, any fee for accounting or adjusting entries may not be prepared at a discounted rate. Q. Will you be able to tell us the results of this program, and, if so, when? A. Yes, we will publish the results of this program in our May 2009 newsletter. Fill out the form below to e-mail us.
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