Let's Talk TAX


Every year, filing your Taxes properly is one of the most important aspects of your overall financial plan.
Our United States Congress enacts all the Tax laws, and the Internal Revenue Service oversees the payment and collection of Taxes from the Taxpayers.

In 2007 President Bush and Congress were focused on the decline in the Real Estate Market and the Subprime Loan Debacle, therefore there were only minor changes to the tax laws. Please note some of these changes in our Tax News section. Next year is an election year therefore we can expect a lot more tax law changes. Hopefully there will not be a significant increase in taxes! Here at Dave Tax, we are dedicated to helping you plan, and save as much as possible through allowable deductions and Tax saving strategies.

Start by looking at our Hot Topics section for some of the new Tax laws and limitations. Then look over our Tax Checklist of income and deductions that you will need when it is time for the preparation of your taxes.

Filing your Taxes electronically via computer has become a popular and desired method of filing. It speeds up the processing of the tax return at the IRS, cuts down on paperwork, and provides proof of filing.
Unfortunately married filing separate cannot e-file.

Also, as always, please keep good receipts and records of transactions that affect your Taxes. Whether it be records from the sale of a house or stock, keeping an auto mileage log, church donations, or receipts for business meals, keep it organized and easy to total up at Tax time.

We are looking forward to help prepare your Taxes as well as solve all of your Tax problems as soon as possible.

Please call right away for an appointment: 949-673-8299

DECEMBER 31st
Pay Fourth Quarter State Estimated Tax Payment

JANUARY 15th
Pay Fourth Quarter IRS
Estimated Tax Payment

JANUARY 31st
Must Issue Year End W-2 Form 1099 Forms and
Mortgage Interest Forms

MARCH 15th
Corporation Tax Filing Deadline

APRIL 15th
Individual Tax Filing Deadline

1st Quarter Estimated Tax payment Due

AUGUST 15th
1st Extention Tax Filing Deadline

SEPTEMBER 15th
Corporation Extension Tax Filing Deadline

OCTOBER 15th
Final Personal Tax Filing Deadline
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