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SERVICES

DT Financial specializes in income tax preparation services.  The following are the most common services requested.  If you require something not listed below, do not hesitate to contact Don Thompson.

FEDERAL RETURNS

Federal Income Tax filing is the most common service requested and is the foundation of all other services.  The annual filing period is from January 30th to April 15th.

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The most common forms for filing the federal return is Form 1040 along with Schedules A, B, C, D, and E.

STATE RETURNS

State Income Tax filing is the second most common service requested and has the same filing period as the federal return.  

 

The most common forms for filing your California return are Forms 540, 540A and 540EZ.

 

All states that tax income are available upon request.

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E-FILING

Unlike most tax preparation companies, DT Financial does not charge for e-filing.  

 

Don't be fooled.  It is much more cost effective to e-file than to print extra returns to mail.  

BUSINESS INCOME

Whether you have your own business or if you worked a part time job for extra income, you may be required to declare your business income and expense.  

 

The forms required are either the Schedule C or the Schedule C-EZ.  

RENTAL INCOME

More and more of my clients are becoming rental property owners. Over time rental income is a great way to become financially independant.  

 

Schedule E is required for all rental income and expense.  

DIRECT DEPOSIT

DT Financial highly recommends direct deposit of all refunds.  Direct deposit will reduce the risk of theft of refunds. 

 

DT Financial does not charge for direct deposit.  

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