Francisco Cuadra Ent

Service Bureau

Francisco Cuadra
3941 N Figueroa St
Los Angeles, CA 90065
ph: (323) 222-2784
fax: (323) 417-4807
support@franciscocuadra.com

Due Diligence

Due Diligence Video Clips.

AGI/Tie Breaker Rule
AGI/Tie Breaker Rule:
Watch Tax Tales: The Case of the Topsy Grandma where we'll see if Alice Jackson's AGI and residency meets the requirements to claim EITC. Will The Preparer do his due diligency, and ask the right questions?
Disable Child.
Disable Child:
Sit back and see Mr. Samuels and The Preparer in Tax Tales: The Case of the Unexpected Double and learn about the right questions that will determine if Mr. Samuel's child meets the tax law definition for desabled and if Mr. Samuels' will qualify for the EITC.
Qualifying Child.
Qualifying Child:
Mr. Kimble wants to claim EITC on his tax return for his niece and nephew. But The Preparer has a few questions to ensure his information stacks up and to determine if he will qualify. Tax Tales: The Case of the Complicated Household showcases how Publication 4717 provides clients with information about what their responsibility is, and why preparers ask questions to determine eligibility.
Residency Requirement
Residency Requirement:
Does Mrs. Romero, who is recently divorced, qualify for the EITC or does her ex-hunsband? See what questions The Tax Preparer asks her about Mr. Romero's daughter, and their living situation to find out if she meets the recidency requirement for EITC in Tax Tales: The Case of the Angry Divorcée.
Schedule C Recordkeeping
Schedule C Recordkeeping:
Over or under reporting income is one of the most common EITC errors. Watch Tax Tales: The Case of the Missing Ledger as The Tax Preparer determines if John's records are enough to satisfy if he is eligible for EITC.
Tie Breaker Rule
Tie Breaker Rule
Does Aunt Joan qualify for the EITC in Tax Tales: The Case of the Unclear Aunt? The Preparer takes a closer look at Aunt Joan's AGI and if the tie-breaker rules apply to determine if she can claim the EITC.