Steven A. Gabovitch, CPA

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New clients are not being accepted at this time.

Tax Season 2024

2023 Tax Questionnaire and Engagement Letter

For preparation of 2023 Individual Income Tax Returns

2022 Tax Questionnaire and Engagement Letter. Will open in any pdf reader, including any Adobe Acrobat Reader and Mozilla's Firefox browser. A button for the free Adobe download is provided at the bottom of the page.

Key Dates:

Friday FEBRUARY 19, 2024 - Submit Engagement Letter, Tax Questionnaire, and all tax materials received by client to date.Friday MARCH 15, 2024 - Submit remaining tax materials required to complete the tax return, including all1099s and K-1s. If all documents are not received by this date, the right to extend your return is reserved.Friday MARCH 29, 2024 - Submit materials necessary to estimate payments to be remitted with extensions.Monday SEPTEMBER 16, 2024 - Submit remaining materials for completing extended returns.

SHIPPING INSTRUCTIONS

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Notes for completion of Tax Questionnaire:

You MUST complete the two questions concerning foreign bank accounts and virtual currency on page 1 of the Tax Questionnaire, and each taxpayer must sign and date at the bottom of the page.Return ALL pages of the Tax Questionnaire, even if blank, so we know nothing has been left out or is missing.Please do not staple your documents. Leave them loose or use paper clips or binder clips if you wish.

Keep a copy of every document and page you send us. You may send copies of documents but:

~All pages must be copied, even if they only contain general information.

~All copies must be original size and not reduced.

~All landscape documents must be copied in landscape and not in portrait.

~You assume the risk of omitting something important.

Cryptocurrency

Cryptocurrency is treated as an investment rather than currency. Every time you spend, transfer, sell, or otherwise dispose of cryptocurrency, it is a reportable transaction with taxable gain or loss. There are no 1099s, however you are still responsible for reporting the gain or loss on each transaction, which can run in the thousands or more.If you transact in cryptocurrency you must provide us with a statement of gains and losses on each transaction, either in a spreadsheet using the same format as an investment broker's 1099, or in the form of filled out Form 8949s. Consult your cryptocurrency exchange for reports that are available from them or from third-party software that you must purchase and use to track each transaction. We do not track investment gains and losses as part of a tax return preparation engagement, including cryptocurrency.