Steven L. Jager, CPA, M.S. Taxation

phone (818) 501-5797

fax (818) 501-8560

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      • Steven L. Jager, CPA, MST, USTCP
      • Marianne Mannion, EA
      • Adrianna Porcaro
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FAQ Fact Sheets

We are great believers in educating our clients. Please use these fact sheets as “briefings” to become familiar with these topics.

  • 1099 Filing Fact Sheet
  • 2015 Tax Essentials Letter
  • 401(k) Plan Withdrawals
  • The Alternative Minimum Tax [“AMT”]
  • Annual Financial To Do List
  • Business Recordkeeping
  • Business Losses – Distinguishing your Business From a Hobby
  • Business Travel
  • Cancellation of Debt
  • Cash in on your Kids
  • Disabilities – Living and Working with Disabilities
  • Divorce – Tax Implications
  • Do You Owe the Internal Revenue Service?
  • Energy Credit
  • Energy Credit – ALTERNATIVE Sources of Energy
  • Entity Choices – Which is the best entity for my business?
  • Gambling – Documenting the Losses
  • Home Office Basics
  • Household Employer
  • Health Savings Accounts Basics
  • Identity Theft – an Emerging Problem
  • Independent Contractors vs. Employees
  • Inherited IRA’s
  • IRS Penalties
  • Medical Deductions
  • Mileage Recordkeeping
  • Partnerships – a Year-End Checklist
  • Paying your Taxes Online
  • Planning for the .9% Earned Income Surtax
  • Planning for the 3.8% Surtax
  • Record Retention
  • Tax Records
  • Rental Property Tax Guide
  • ROTH Conversions
  • Same-Sex Marriage
  • Saving for College Options
  • Smart Phone Apps for Tax Recordkeeping
  • Sticker-Shock (on Taxes, NOT on professional fees)
  • Tax Reform
  • Temporary Jobs
  • Vehicle Donations
  • Volunteer Opportunities
  • Year-End 2015 Small Business Year-End Letter
  • Year-End Individual Tax Checklist
  • Year-End Corporation Tax Checklist
  • Year–End Tax Savings Tips

Quick Contact

Phone: (818) 501-5797
Fax: (818) 501-8560
Email:
sjager@cre8ivcpa.com
marianne@cre8ivcpa.com
adrianna@cre8ivcpa.com

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Helpful Links

  • IRS Publications
  • Record Retention Guide
  • Tax Due Dates
  • Tax Forms
  • Tax Rates
  • Where is my refund?

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