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Dion Gouws CPA

858.222.0312

Tax advantaged asset management stocks and bonds 401k

Tax Preparation Procedure

Step 1 Fill out the organizer questionnaire. To receive a questionnaire please click here. If you wish we can meet and I will then obtain the necessary information from you. Fax or mail me copies of w-2, 1099's (from banks, brokerage houses, etc.). If you are a new client, I will need a copy of last year's return. Depending on your situation, I may need some additional items. I will let you know if I do. You can also upload documents electronically into

Step 2. Your tax return is prepared.

After initial input, all work is carefully reviewed, and I search for as many tax savings as possible. Questions are primarily resolved by e-mail.

Step 3. Your return is finalized.

I will upload into a secure online filing cabinet a pdf copy of your tax return to review. Once you have approved the return, there are 4 possible ways to finalize your tax return:

· Electronic filing. Any refund should be received a few weeks sooner by e-filing. The procedure is simple. Once your return is finished, you receive a signature authorization form, which you sign and fax back to me. I do the rest. You may keep the pdf copy of the tax return for your records.

· I can e-mail you full instructions to assemble, sign and send it in.

· Paper return sent to you. Your finished return would be mailed (or sent by FedEx) to you, along with copies for your records, and full instructions where to sign and send it.

· Office visit. If you are in the San Diego area, you are welcome to make an appointment to come to my office to finalize your tax return. You would need to bring your original w-2's (if applicable), and a check for my fee, if you had not yet paid. I will either e-file the returns or you will mail them.

Step 4: Payment of fee.

I accept the cards below which are processed by PayPal using secure encryption on this website.

You can also pay by personal check (drawn on a US bank)

Step 5: Make arrangements to do a tax plan for this year and reduce your tax liability effectively next year

Income tax preparation san diego la jolla del mar cpa estate planning roth conversion

Estate Tax Planning Opportunity !

Roth IRA Conversions

TIPRA removed the income limit for high earners who want to convert their traditional Individual Retirement Account to a Roth IRA. While elimination of the $100,000 income limit to convert traditional IRAs to Roth IRAs under TIPRA doesn't start until 2010, maximizing that opportunity can begin in 2006 with maximizing contributions in 2006 and each year thereafter to a nondeductible IRA that can then be converted into a Roth in 2010.

If you have estate tax considerations and want a second opinion at no charge give me a call 858.752.1726 if accredited you can access the wealth management component here.

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Dion Gouws San Diego CPA firm licensed in the State of California. The firms Services are categorized under Business Support Services which include areas such as bookkeeping including QuickBooks accounting and management consulting; Auditing which covers all areas of attestation and review services and; Income Tax Services which include tax planning, tax preparation and strategic planning and business consulting. Please review the summaries on the upper left, they will in turn guide you to the relevant specialty areas. CPA tax practitioners and firms are regulated by the Department of the Treasury's Circular 230 which sets high practice standards that don't apply to most tax return preparers, including commercial preparers. For text see IRS Circular 230.

IRS CIRCULAR 230 DISCLOSURE

Securities offered through 1st Global Capital Corp. Member FINRA / SIPC

Investment Advisory Services offered through 1st Global Advisors Inc.

Insurance services offered through 1st Global Insurance Services, Inc.

We have individuals registered to offer securities in the state of California. This is not an offer to sell any security in any other jurisdiction.

CA Insurance License # OG50435

Copyright © 2009 DG Private Wealth Management Web Development. All Rights Reserved.

Method 10is a registered trademark of 1st Global Capital Corp.

Our clients are from Rancho Santa Fe, Del Mar, La Jolla and San Diego

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax related penalties under the internal Revenue Code, or (ii) promoting, marketing or recommending to another party any tax related matters addressed herein.

California, La Jolla, San Diego.

What is Method 10^TM

Our neighborhood is Rancho Santa Fe, Del Mar, Downtown La Jolla and San Diego

No matter what you think about when it comes to wealth and investment management and planning Method 10 Elements have them covered, here is a list of key elements covered by Method 10 they are; Income Tax Planning, Investment Planning, Retirement Planning, Disability & Income Protection, Asset Protection, Asset Diversification, Asset Allocation, Stocks and bonds, munis, Estate Planning, Business Planning, Education Planning, Debt management, Special Situations, Cash flow sources and uses, Income tax analysis – savings, tax preparation 1040, 1041, Employee/stock options, Concentrated equity positions, Employer stock inside an employer qualified plan, Charitable giving, Sale of residence, Roth IRA conversions, Limited Partnership & REITs, Oil and Gas Partnerships, investment management, investment planning, tax minimization strategies, Business valuation, Buy/sell agreements, Key employee death protection, Key employee retention, Retirement plans, Exit strategies, Tax advantaged college funding, Section 529 Plans, Education IRAs, IRA Conversions, Income tax credits, Hope scholarship, lifetime learning, Charitable Remainder Trusts, living trusts, life insurance trusts, grats, type a trust, type b trust, Financial aid, Divorce, estate attorney referral, Addictions, Child / Eldercare, Occupation / Avocation, Family situations, Expenditures, Cash management problems, Cash flow projections, Budgeting , Goal setting, Implementation, Determination of taxable estate, Traditional and non-traditional plans, Establishing key estate planning documents, Retirement objectives, Available and needed resources, Government plans, Individual plans, IRAs, Roth IRAs, Non-qualified annuities, Employer plans, 401(k), SEPs, Simple IRAs, Profit Sharing, Post retirement asset allocation, Investment goals, Risk tolerance, Suitability, Appropriate asset allocation recommendations, Asset allocation, Systematic investment planning and so on and so on, with Method 10 we most probably have you covered. Services are primarily intended for accredited and Super accredited high net worth investors in La Jolla, San Diego, Rancho Santa Fe and Del Mar. Method ¹⁰is a registered trademark of 1st Global Capital Corp.