Documents Requests
| Subject | 2022 Tax Info Needed |
| Intro | Hi I’m Pat with Susan James and Associates, and I’m working on your taxes. I just need to get some additional information from you as listed below. |
| Intro Prior Dealings | Hi It’s Pat from Susan James and Associates, and I’m working on your 2022 taxes. I just need some additional info as listed below. |
| Confirm Mailing Address and Phone | Confirm – Mailing Address and Phone Address: Phone: |
| Tax Doc Delivery | When your tax return is ready for signature, do you want to get docs via online account portal, U.S. mail or pickup at our office? |
| Voided Check, If Refund (we have no bank info) Bank Info, If Refund (we have bank info) | If you receive a refund, should refund be Direct Deposited to your bank account? If Yes to Direct Deposit, upload a voided check to your secure account portal Alternatively, without a voided check, your refund will be mailed to you. If you receive a refund, should refund be Direct Deposited to your bank account? If Yes to Direct Deposit, confirm: Bank Account number is xxxx9999 Routing number is xxxx9999 |
| Health Insurance | Did you have health insurance in 2022? If provided by your employer: provide form 1095B or 1095C If Covered California: provide forms 1095A If private insurance, provide total amount of premiums you paid If other, please specify You can login and print from your Covered California Account |
| Sign Tax Documents | Would you like to Pick-up or have tax documents Mailed to you for signing |
| Child Care Expenses | Any payments for child care? If so, provide: provider name, EIN or SSN, phone number, address, total amount paid |
| 2022 Docs Scanned and Ready for Mailing | I’m Pat with Susan James & Associates. We have scanned your 2022 tax documents into our system. And, can now return the original documents to you. Please confirm your mailing address: 3450 Primera Ave Los Angeles, CA 90068 Phone Number What is the best number to reach you? We would like to update your phone number; should tax questions arise. OR Please provide your mailing address – where documents should be sent Phone Number – What is the best number to reach you? We would like to update your phone number; should tax questions arise. |
| Link to Tax Return | I just sent you an email with a link to your 2021 Tax Return. You will be able to login to your online account portal and download the return. |
| FBAR – Foreign Bank Account Report | You must report any foreign account with $10,000 or more; even if only for one day you have $10,000 or more. Link to Report Foreign Accounts: BSA E-Filing System – Welcome to the BSA E-Filing System (treas.gov) |
| IRS Transcript | You can get the 2021 estimated tax payment info (transcript) from your IRS account. Do the following 1. Login to your IRS Account Sign In (irs.gov) 2. Click on “Tax Record” 3. Click on “Get Transcript”; Reason is Federal Tax; You do not need a customer file # 4. Select Record of Account Transcript 2021 and email that page |
| Advanced Child Tax Credit | Advanced Child Tax Credit Amount Received? If you are not sure if you received advanced child tax credit, check your online IRS account to get the amount of money you received. If you do not have an account, it will let you create one to access your info. Link to check your online IRS Account: Your Online Account | Internal Revenue Service (irs.gov) OR Advanced Child Tax Credit Please check your online IRS account to get the amount of money you received in child tax credit. If you do not have an account, it will let you create one to access your info. Link to check your online IRS Account: Your Online Account | Internal Revenue Service (irs.gov) |
| 1099 (NEC, MISC) Tax Info Needed | Hi I’m Pat with Susan James and Associates, and I’m working on your 1099 tax reporting. I just need the following 1099 info: Company: Name Any Contractors / Vendors Requiring 1099 (for 2022 tax year)? If yes, please email 1099 info / documents Let me know if you have any questions |
| 1099 AND W9 – Tax Info Needed Follow-up | Follow-up 1099 Docs Request Following up… on taxes related to your 1099 reporting. For Company Name: Any Contractors / Vendors Requiring 1099 If yes, please email 1099 and W9 info / documents – as soon as possible Let me know if you have any questions |
| California Middle Class Tax Refund | California Middle Class Tax Refund 1. Did you receive 1099-MISC (email or upload copy of document)? 2. Did you receive any money, if so, how much (please check your bank account)? If you did not receive any money or a 1099-MISC statement, contact California Franchise Tax Board: 800-542-9332; online: Help with the Middle Class Tax Refund | FTB.ca.gov YOUR OPTIONS (SELECT A or B): You do not have to pay State (California) taxes on this money. However, the IRS has not issued a statement for federal taxes. Therefore, federal taxes are to be calculated on the money. You can: (A) Wait until the end of February to see if IRS issues guidelines. If no guidelines are issued, we will proceed as if the money is taxable and calculate the federal taxes. (B) Go ahead and file your tax return, which will include paying the Federal taxes. Please note that should you decide that you want to amend your return after it has been filed, our Amend Return fee is $125. |
| California Middle Class Tax Credit | 1. Include copy of “What you may receive” in client file – Circle amount on sheet 2. 1/24/2023 per CA FTB, if you received money in 2023, you should report money on your 2022 taxes; even if you did not receive 1099-MISC 3. All income taxable at Federal, even if receive less than $600 4. Add form 1099-MISC (remember to connect to 1040) |
Emails
| Appointment Confirm | Subject: Appointment with Susan James and Associates Hi Your [Meet and Greet Tax / Tax Prepare] Appointment has been scheduled for: Date: Monday, February 5, 2024 Time: 10:00 am Location: Zoom (link will be provided before meeting) Phone Call (we will call you) Burbank Office – 1023 N. Hollywood Way, Ste 101, Burbank. CA 91505 Woodland Hills Office – 5525 Oakdale Ave, Ste 225, Woodland Hills, CA 91364 Cost: $250 – You will receive an invoice, payment is due by start of appointment. Note: Be sure to upload document to your online client portal, click here Be sure to bring all related documents Also, tax organizer has been uploaded into your online account portal in folder 2022. Sorry, there is no tax organizer for LLC. |
| Confirm Tax Planning Appointment | Subject: Tax Planning Appointment with Susan James and Associates Hi Your Tax Planning Appointment has been scheduled for: Date: Monday, October 16, 2023 Time: 10:00 to 11:00 am (1 hour) Location: Phone Call (we will call you) Cost: $250 – You will receive an invoice, payment is due by start of appointment. Maximize Your Tax Planning Upload tax related documents for review / discussion Online Portal: https://susanjamesandassociates.sharefile.com/ Put documents in 2023 Folder (if you do not have a 2023 folder, click Blue Circle with “+” in upper right corner to create folder) 1. Provide Your Most Recent Documents – Paycheck Stub – Profit & Loss Statement – Brokerage Statement – Estimated Tax Payments Made for 2022 2. Make Note of Your Life Events – Increase / decrease in Income – Withdrew Money from IRA / Brokerage Accounts / Sold Stock – Sold Your House / Rental Property – Sold Your Business – Started New Business – Business Relocation – Purchased House / Rental Property Plus, note any other tax items you want to discuss Best Regards |
| Tax Planning Appointment Reminder | Subject: Tax Planning Appointment with Susan James and Associates Hi REMINDER… Your Tax Planning Appointment scheduled for: Date: Thursday, November 3, 2022 Time: 4:30 to 5:30 pm (1 hour) Location: Phone Call (we will call you) Maximize Your Tax Planning Upload tax related documents for review / discussion Example: Most Recent: Paycheck stub, Profit & Loss Statement, Estimated Tax Payments, etc. Online Portal: https://susanjamesandassociates.sharefile.com/ Put documents in 2023 Folder (if you do not have a 2023 folder, click Blue Circle with “+” in upper right corner to create folder) Note, life events that may impact your taxes Example: increase in income, sold your real estate, started a business, withdrew from IRA account, etc. Plus, any other tax items you want to discuss Best Regards |
| Tax Docs Received | Subject: Tax Documents Received Hi A Quick Note: We have received the tax documents that you mailed to Susan James and Associates. We will contact you soon. |
| Tax Organizer Mailed | Subject: 2022 Tax Organizer Hi Per your request, your 2022 tax organizer has been mailed to you. Use the organizer to record tax related info, identify documents needed, and to report changes. Track Package – USPS.com: Tracking Number: |
| Tax Organizer Uploaded to ShareFile | Hi Your 2022 tax organizer has been uploaded to your online account portal. |
| Need Signature and Payment | Subject: 2022 Tax Info Hi Your 2022 Tax documents has been mailed to you. Please sign and return documents, along with payment. Track Package – USPS.com: Tracking Number: Return Signed Document AND Payment FAX: (818) 301-2556 MAIL: 4400 W. Riverside Dr, Suite 110 – 171 Burbank, CA 91505 PAYMENT: You can pay by Credit Card or Check. (You can fax credit card info) Payment must be received before return is transmitted Let me know if you have any questions |
| Mail Docs to IRS and State | Subject: 2022 Tax Documents – Sign and Mail Hi Your 2022 tax returns have been mailed to you, tracking info is below. Please sign each return then mail in the envelopes provided. You have three (3) returns to mail: IRS, California, and New Jersey. For your file, a copy of each return is in your online account portal. An email, with link to your portal and tax returns, has been sent to you. Track Package – USPS.com: Tracking Number: Let me know if you have any questions |
| Return Original Documents (taxes completed) | Subject: 2022 Tax Documents Hi The 2022 tax documents you provided to us have been mailed to you. These are the documents you provided to prepare your taxes. Track Package – USPS.com: Tracking Number: Let me know if you have any questions |
| Confirm Mailing Address (taxes completed) | Subject: 2022 Tax Documents Hi Your original tax documents are ready to be returned to you. These are the documents you provided to prepare your taxes. Please confirm the mailing address where the documents should be sent. We have your mailing address as: 5332 CORBIN AVENUE TARZANA. CA 91356 |
| Potential Client | Subject: Thank You – Susan James and Associates Hi It was nice talking with you, and we would love to have you as a client. As we approach the upcoming tax season, we like to get new clients on-boarded in a timely manner – to adjust to your client portal, upload your most recent tax return, schedule your first appointment, and ask questions. To get started with our service (and should you have additional question) — call or email me. Best Regards |
| Out of Office – Auto Reply | Thanks for contacting me. Please Note: I will be out of the office from March 2 until March 6. I will get back to you on Tuesday, March 7, 2023. Best Regards Pat Amos Tax and Small Business Specialist Susan James and Associates E: pat@SusanJamesAndAssociates.com P: 818-846-1619 F: 818-301-2556 Upload Documents here |
Emails – Marketing
| Tax Planning 1 | Hi I’m Pat with Susan James and Associates, and we are currently scheduling year-end tax strategy sessions – ways for you to reduce your taxes. We Perform a tax analysis, then provide tax strategies that work best for you. Cost: $250 for the hour. We project one hour maximum for your taxes. Let me know if you would like to schedule an appointment; or if you have any questions. |
| Tax Planning 2 | Let’s Talk About Reducing Your Taxes. Because you paid taxes for 2022, we want to help reduce your 2023 taxes. We Perform A tax analysis, then provide tax strategies that work best for you. Benefit: Tax Savings Cost: $250 for the hour Schedule Your Appointment Today. Limited Number of Appointments — to provide detailed personal assistance Call: Email: Online: We look forward to hearing from you! You are receiving this email because you are a client of Susan James and Associates, and have previously expressed interest in tax options. Our Mailing Address 4400 W Riverside Drive, Ste 110 – 171 Burbank, CA 91505 Want to change how you receive these emails? Unsubscribe from this list |
| Tax Planning 3 | Call Script I’m Pat with Susan James and Associates; we handle your taxes. How are you today? I’m calling because we are doing year end tax strategy appointments; to make sure your taxes are in line for 2022. We want to make sure you have no surprises next year. Would you like to schedule a tax session to make sure your income, deductions and other adjustments are ok? If yes, the session cost $250. We project one hour maximum for your taxes. Call Script – Voicemail Hi xxxx, this is Pat with Susan James and Associates; we handle your taxes. I’m calling to discuss year end tax strategy appointment. You can reach me at 818-846-1619. Thank You. |