Dick Norton Enrolled Agent

2013 TAX RETURN FEE ESTIMATOR

Thank you for inquiring about my preparation of your 2013 Federal and California income tax returns. By completing the information below, I will be able to E-mail you my estimate for preparing these returns. If the estimate meets with your approval, please let me know and I will E-mail you a Tax Organizer and Engagement Letter for you to complete, sign and return with your deposit.

NOTE: I have had some inquiries submitted without the sender's E-mail address or telephone number. That makes it pretty tough to get back to you!

If you do NOT hear back from me in 24 hours, your message either never made it (lost in cyberspace), or more likely - you did not include any or accurate contact information so that I could reply! In that circumstance, please E-mail me directly (dick@dicknorton.com) so I can contact you, call me (818-842-5927), or resubmit your information (this time including your contact info).

Also - some of you have forgotten to include the schedule/form numbers used in your 2012 return. This helps me evaluate the complexity of your return, so please ensure to include that information. Thanks!

I have provided hyperlinks to pop-up windows to further explain or clarify a particular question (such as sale of business assets, office in the home, etc.). After reading the information in the window, just click on the "X" at the top-right to close it.

For a limited number of my clients, after reviewing your completed Tax Organizer and a copy of your 2012 Federal return, I may have to revise my estimate if:

additional schedules are required because you either forgot to tell me about some special circumstances that will require additional schedules or research, you checked NO to a question that should have been answered with a YES, or underestimated the number of transactions in responding to a question (e.g., number of stock sales, number of rental properties, etc).
I have to contact the IRS or FTB to obtain missing income or tax payment information.

In the unlikely event I have to revise my fee estimate because of the above, and you do not approve of the revised amount, you are under no obligation to continue having me prepare your returns. In that circumstance, I will promptly refund your deposit, less $65 (the software license fee - but only if I have already paid it to LaCerte).

As noted on the website, my estimate is based upon your timely and accurate completion of a Tax Organizer (an Excel or other form of document I will send you wherein you record your financial information that forms the basis for your tax returns). If your organizer is incomplete requiring me to spend unanticipated time to chase down missing information, that time is billed at my standard hourly rate. I always advise my clients BEFORE they incur this additional cost.

If you are unable to get me all of your information before March 15th, then I will request an extension of time to file both returns for a non-refundable fee of $75 (deducted from your deposit). You can easily avoid this cost by ensuring you give me all of your information by March 15th so I can complete your return in time for filing before April 15th. If I have had to file for an extension of time, I will generally invoice you for the extension fee as I would not have anticipated that in the beginning.

BEFORE clicking on the SUBMIT button, please print a copy of this completed form in case something happens during transmission. If the E-mail does not go through, you can always fax me the printed copy. If the E-mail transmission is successful, you should receive an acknowledgment within a few seconds of clicking the SUBMIT button.

Your information will be kept confidential. Upon my receipt of this completed form, you should receive your fee estimate within 24 hours.

Your Name:
Spouse's Name (if applicable)
Filing Status (enter: joint, single, married-separate, head of household)
Daytime Phone #:
Evening Phone #:
Cell Phone #:
E-mail Address:
INFORMATION ABOUT YOUR INCOME:
Did you receive WAGES in 2013?:	Yes No
*If YES, how many W-2's were received?*
Did you have Self-Employment income?	Yes No
*If YES, enter your estimated gross receipts*	$
Did you receive Unemployment or Disability income?	Yes No
Did you receive Retirement or Pension income?	Yes No
Did you receive Social Security?	Yes No
INFORMATION ABOUT SPOUSE'S INCOME:
Did spouse receive WAGES in 2013?:	Yes No
If YES, how many W-2's did spouse receive?
Did spouse have Self-Employment income?	Yes No
*If YES, enter spouse's estimated gross receipts*	$
Did spouse receive Unemployment/Disability income?	Yes No
Did spouse receive Retirement/Pension Income?	Yes No
Did spouse receive Social Security?	Yes No
INFORMATION ABOUT DEPENDENTS
Do you have children or other dependents? :	Yes No
If YES, how many dependents?
*If yes, are any children from a prior marriage?*	Yes No
*If yes, did you pay for any child care expenses?*	Yes No
INFORMATION ABOUT OTHER ITEMS
Did you receive interest income over $400?	Yes No
Did you receive dividend income over $400?	Yes No
Did you sell any stocks, mutual funds, etc?	Yes No
*If YES, how many individual sales?*
Did you receive any rental or royalty income?	Yes No
*If you have rental properties, how many in total?*
Did you receive income from partnership or trust?	Yes No
*If you have partnership/trust income, # of K-1s*
Did you receive income from 1120S corporation?	Yes No
Do you or spouse have an "office in the home?"	Yes No
Do you or spouse have employee business expenses (travel, meals, etc - EXCLUDING AUTO)?	Yes No
Do you or spouse use a personal automobile for business or in your job?	Yes No
Did you or spouse buy or sell any business assets?	Yes No
Do you move this year because of your job?	Yes No
Did you or your spouse purchase a new car, boat, RV or other vehicle this year?	Yes No
Did you or spouse contribute funds to an IRA?	Yes No
Did you or spouse withdraw funds from an IRA?	Yes No
Will you itemize deductions (e.g., interest, donations, property taxes, medical expenses, etc.)?	Yes No
*If yes, do you have mortgage interest paid on a refinanced home loan?*	Yes No
*If yes, did you pay interest on a home equity loan or line of credit?*	Yes No
Did you have any casualty losses this year?	Yes No
Are you required to pay estimated taxes?	Yes No
Please enter in the form numbers and schedules used in your 2008 Federal return (e.g., 1040, Sch A, Sch B, Sch C, Sch E, Sch SE, Sch R, 2106, 2119, 4562,etc.)
If there is anything else you need to tell me regarding your income, expenses or special circumstances that may affect this year's return, please enter that information in the text box to the right ------>

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Updated 1/16/2014