Tax Menu

 
 

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File your taxes on-line - NOW!! 
with Jerry Mallard Business Services.
All forms used on this website are submitted by Secure Server (SSL).
(Don't want to read all this? - click on the form you need and begin)
Note: 
These forms do not calculate your taxes, the information is submitted to the Tax Preparer.

 
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Federal and Any State Income Taxes (electronic filing available for Federal and California only).

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California Registered Tax Preparer.  Licensed and Bonded - Serving the Victor Valley since 1984.  License Number A014172

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I have a form on-line for you to pay for my services by PayPal - you can also pay your tax due by credit card.  I still gladly accept your personal checks (preferred) and of course, cash always works.

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Check my Tax Preparation page for a price list of my various services.

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You may complete the on-line tax forms and come by and pick-up your finished tax returns if you do not wish to electronically file.

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Of course, I will gladly make you an appointment for a one-on-one interview for the completion of your 2002 Tax Returns.

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Telephone - (760) 508-4506.

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E-mailjmallard@jmallard.com

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Which forms to use?  Read on. . .

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Form 1040EZ - Income Tax Return for Single and Joint Filers With No Dependents - use this form if:

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Your filing status is Single or Married filing jointly.

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You do not claim any dependents.

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You do not claim a student loan interest deduction.

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You had ONLY wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, qualified state tuition program earnings, or Alaska Permanent Fund dividends.

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Your taxable interest was not over $400.00

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You did not receive any advance earned income credit payments.

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Complete the easy to use Personal Tax Information and W-2 (Wage and Earnings Statement) forms.  I will contact you within 24 hours if I need further information.  If you have further questions, call, fax, e-mail or complete the comments sections on the on-line forms.

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Form 1040A - U.S. Individual Income Tax Return (Short Form)
use this form if:
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Your income in ONLY from wages, salaries, tips, IRA distributions, pensions and annuities, taxable social security and railroad retirement benefits, taxable scholarship and fellowship grants, interest, ordinary dividends (including Alaska Permanent Fund dividends), qualified state tuition program earnings, and unemployment compensation.

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Your taxable income is less that $50,000.00

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Your adjustments to income are for only the following items:
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The deduction for contributions to an IRA.

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The student loan interest deduction.

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You do not itemize your deductions.

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Your taxes are from only the following items:
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Tax Table.

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Alternative minimum tax.

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Advance earned income credit (EIC) payments, if you received any.

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You claim only the following credits:
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The credit for child and dependent care expenses.

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The credit for the elderly or the disabled.

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The child tax credit.

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The educations credits.

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The earned income credit.

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The adoption credit.

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You must meet all of the above requirements to use Form 1040A.  If you do not, you MUST use Form 1040, U.S. Individual Income Tax Return.

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Form 1040 - U.S. Individual Income Tax Return (Long Form)
use this form if:
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Your taxable income is more than $50,000.00

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You itemize your deductions.

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You received or paid accrued interest on securities transferred between interest payment dates.

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You received nontaxable dividends or capital gains distributions.

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You had gain from the sale of property, barter income, alimony income, taxable refunds of state and local income taxes and self-employment income (including farm income).

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You sold or exchanged capital assets or business property.

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You claim adjustments to gross income for payments to a medical savings account; moving expenses; one-half of your self-employment tax; payments for self-employed health insurance; payments to a Keogh, SEP, or SIMPLE plan; the penalty on early withdrawal of savings; alimony paid; certain required repayments of supplemental unemployment benefits; jury pay turned over to your employer; qualified performing artists' expenses; or other allowable adjustment to income.

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You received $20.00 or more in tips in any one month and did not report all of them to your employer.

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You must pay tax on self-employment income.

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You claim any of the following credits:
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Mortgage interest credit.

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Foreign tax credit.

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Any general business credit.

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Credit for prior year minimum tax.

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Credit for fuel from a nonconventional source.

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Credit for federal tax on fuels.

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Qualified electric vehicle credit.

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Regulated investment company credit.

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You file any of the following forms:
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Form 2555, Foreign Earned Income.

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Form 4563, Exclusion of Income for Bona Fide Residents of American Samoa.

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Form 4970, Tax on Accumulation Distribution of Trusts.

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Form 4972, Tax on Lump-Sum Distributions (Retirement Plans, Pensions, and Annuities.

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Form 5329, Additional Taxes Attributable to IRAs, Other Qualified Retirement Plans, Annuities, Modified Endowment Contacts and MSAs.

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Form 8271, Investor Reporting of Tax Shelter Registration Number.

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Form 8814, Parents' Election to Report Child's Interest and Dividends.

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Form 8853, Medical Savings Accounts and Long-Term Care Insurance Contracts.


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Complete the easy to use on-line forms.  I will contact you within 24 hours to confirm information and if I need further information.  If you have further questions, call, fax, e-mail or complete the comments sections on the on-line forms.

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