Tax Organizer
Don't know where to start? Then this Tax Organizer is for you. A complete list of questions designed to help you provide your CPA with (almost) all the paperwork needed. If you know your stuff, try this smaller version.
Links, Guides, & More
Our legacy site, Carsooncpa.com, is a blast from the proverbial past. Genuine 1990's web design instills the trust you crave in a CPA firm. Old as it is, it does have tons of useful tax news links and financial guides. Enjoy!
Needed for all clients in order to get your tax returns. Please sign and send this letter to Carson & Co, CPAs.
Want to be the best client ever?? Here's where to pay your bill online. Thanks! WE LOVE YOU!
How can anyone ever remember what all these stupid forms are?! Well, this handy-dandy cheat sheet breaks it all down. It’s a great tax season checklist too!
This is some important disclosure information to help shed some light on why we do what we do. It's quite the fun read, let me tell ya.
These quick guides walk you through paying IRS, NY, and NJ individual taxes, quarterly, estimates as well as IRS, NY, and NYC business taxes.
Not Just a Tax Return
Go to any tax firm, use TurboTax or H&R Block and you’ll get a lot of the same stuff. They all have free wage tax calculator tools. Guaranteed, you’ll get an individual tax return Form 1040 with a lot of other IRS forms with IRS efile. No shock there. Hopefully for your sake it’s a good one, because when most people look at a tax return they have no clue if it’s “right”, “wrong”, “good”, or “bad”. It’s not just about your IRS tax refund. It’s not just about what tax bracket you’re in. Maybe this firm has a secure website you can electronically send files. Lovely – we have one too. NBD. Everyone should have it. But since Equifax and Yahoo, let’s be real; no one is really safe from identity theft, so we communicate with our clients anyway they choose: G-Drive, Dropbox, snail mail and anything in between.
We’re here to make the tax process as simple as possible. But not just simple, but FUN! So let me entertain you with the most [_____] (insert adjective based on your age: 18-25 “lit”, 26-34 “bomb”, 35-44 “totally bitchin”, 45+ “agreeable”) social media posts on the inter-web! My posts will leave you laughing all while subliminally delivering highly technical tax content. Be sure to follow @PhilCarsonCPA on twitter, IG, and facebook. For longer content, subscribe to my email blast. Each blast comes with at least 3 curated GIFs that keep you learning all that juicy tax knowledge as your eyes move down the page. That’s the Carson touch. That’s the magic. That’s the secret sauce there for the taking. Look out, Big 4 accounting firms. Phil Carson, CPA is coming for ya. Try and stop me!