Ten Forty Plus Quality Tax Preparation We care about you

Ten Forty + Quality Tax Preparation & Financial Services 281-397-7777 Fax 281-397-7443 TAX PREPARATION AND PLANNING Don't leave money on the table during tax time. Preparing and planning for taxes is often a stressful and complicated endeavor for most people. Preparing your own tax return can be extremely difficult with today's complex tax code and may often leave you with more questions than answers. These days, the majority of people and small businesses use a professional tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits. At 1040+ Quality Tax Preparation & Financial Services, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning. Tax Preparation in Houston Our tax preparation services include: • Individual Tax Preparation • Business Tax Return Preparation • Gift & Estate Tax Return Preparation • Partnership & Corporate Tax Preparation • Estate and Succession Planning • Out-of-State Returns • Business Start-Ups 1040+ Quality Tax Preparation & Financial Services can also help with our extensive tax planning services. Tax Planning & Education Tax planning is essential to helping you successfully and legally reduce the amount of your tax liabilities. In addition to making sure that your business is tax compliant, we also can suggest tax saving strategies that will maximize your after-tax income. We offer tax and education planning to assist start-ups, as well as, established businesses. We will provide you with a complete list of the most commonly overlooked deductions so that you can limit your tax liability for the following year. We’ll also assist you with tax planning by: • helping you to defer income so that you can save money now and pay less taxes in the future • lower taxes on your income so that you can keep more of your earnings • lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given • lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more. If you own a small business in Houston or need help with individual taxes, working with a professional tax planning service can help save you more money. 1040+ Quality Tax Preparation & Financial Services offers the expertise that you need to save on your taxes at affordable prices. If you'd like to receive more information about our Houston tax preparation and planning services, please call us at (281) 397-9777 or contact us. We service the greater Houston Texas area. Now with a second location in Orlando, FL! Tax season is here. Go to www.tenfortyplus.com and complete your online organizer (under forms and documents). Make your appointment using our online appointment system. Call 281-397-7777 and get a user id with password set up so you can schedule appointment, send encrypted data, and receive our newsletters. Regards, Joseph C Becker EA www.tenfortyplus.com 281-397-7777, Fax 281-397-7443 joeb@tenfortyplus.com Contact Us There are many events that occur during the year that can affect your tax situation. Preparation of your tax return involves summarizing transactions and events that occurred during the prior year. In most situations, treatment is firmly established at the time the transaction occurs. However, negative tax effects can be avoided by proper planning. Please contact us in advance if you have questions about the tax effects of a transaction or event, including the following: • Pension or IRA distributions. • Retirement. • Significant change in income or • Notice from IRS or other deductions. Revenue department. • Job change. • Divorce or separation. • Marriage. • Self-employment. • Attainment of age 59½ or 70½. • Charitable contributions • Sale/purchase of a business property in excess of $5,000 • Sale or purchase of a residence or other real estate.