Resources

Please see our quick handout that can help you prepare for your visit with Franek Tax Services.

Federal & State Tax Forms

Direct links to state tax form sites are included as a matter of convenience to you, the visitor.

For the most up-to-date information, please visit the IRS website.

IRS Publications

Direct links to federal tax publications and forms are included as a matter of convenience to you, the visitor.

Pub 1 – Your Rights As a Taxpayer

Pub 3 – Armed Forces’ Tax Guide

Pub 15 – Circular E, Employer’s Tax Guide

Pub 15A – Employer’s Supplemental Tax Guide

Pub 17 – Your Federal Income Tax

Pub 51 – Circular A, Agricultural Employer’s Tax Guide

Pub 54 – Tax Guide for U.S. Citizens and Resident Aliens Abroad

Pub 80 – Circular SS – Federal Tax Guide for Employers in the U.S. Virgin Islands, Guam, American Samoa, and the Commonwealth of the Northern Mariana Islands

Pub 225 – Farmer’s Tax Guide

Pub 334 – Tax Guide for Small Business

Pub 393 – Federal Employment Tax Forms

Pub 463 – Travel, Entertainment, Gift, and Car Expenses

Pub 470 – Limited Practice Without Enrollment

Pub 487 – How to Prepare Application to Release Property Secured by Federal Tax Lien

Pub 501 – Exemptions, Standard Deduction, and Filing Information

Pub 502 – Medical and Dental Expenses

Pub 503 – Child and Dependent Care Expenses

Pub 504 – Divorced or Separated Individuals

Pub 505 – Tax Withholding and Estimated Tax

Pub 509 – Tax Calendars

Pub 510 – Excise Taxes

Pub 513 – Tax Information for Visitors to the U.S.

Pub 514 – Foreign Tax Credit for Individuals

Pub 515 – Withholding of Tax on Nonresident Aliens and Foreign Corporations

Pub 516 – U.S. Government Civilian Employees Stationed Abroad

Pub 517 – Social Security and Other Information for Members of the Clergy & Religious Worker

Pub 519 – U.S. Tax Guide for Aliens

Pub 521 – Moving Expenses

Pub 523 – Selling Your Home

Pub 524 – Credit for the Elderly or the Disabled

Pub 525 – Taxable and Nontaxable Income

Pub 526 – Charitable Contributions

Pub 527 – Residential Rental Property (Including Rental of Vacation Homes)

Pub 529 – Miscellaneous Deductions

Pub 530 – Tax Information for First-Time Homeowners

Pub 531 – Reporting Tip Income

Pub 534 – Depreciating Property Placed In Service Before 1987

Pub 535 – Business Expenses

Pub 536 – Net Operating Losses

Pub 537 – Installment Sales

Pub 538 – Accounting Periods and Methods

Pub 541 – Partnerships

Pub 542 – Corporations

Pub 544 – Sales and other Dispositions of Assets

Pub 547 – Casualties, Disasters, and Thefts

Pub 550 – Investment Income and Expenses (Including Capital Gains and Losses)

Pub 551 – Basis of Assets

Pub 552 – Recordkeeping for Individuals

Pub 553 – Highlights of Tax Changes

Pub 554 – Tax Guide for Seniors

Pub 555 – Community Property

Pub 556 – Examination of Returns, Appeal Rights, and Claims for Refund

Pub 557 – Tax-Exempt Status for Your Organization

Pub 559 – Survivors, Executors and Administrators

Pub 560 – Retirement Plans for Small Business

Pub 561 – Determining the Value of Donated Property

Pub 564 – Mutual Fund Distributions

Pub 570 – Tax Guide for Individuals With Income from U.S. Possessions

Pub 571 – Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations

Pub 575 – Pension and Annuity Income

Pub 583 – Starting a Business and Keeping Records

Pub 584 – Casualty, Disaster, and Theft Loss Workbook (Personal-Use Property)

Pub 584-B – Casualty, Disaster, and Theft Loss Workbook

Pub 587 – Business Use of Your Home (Including Use by Day-Care Providers)

Pub 590 – Individual Retirement Arrangements (IRAs)

Pub 593 – Tax Highlights for U.S. Citizens and Residents Going Abroad

Pub 594 – The IRS Collection Process

Pub 595 – Capital Construction Fund for Commercial Fishermen

Pub 596 – Earned Income Credit

Pub 598 – Tax on Unrelated Business Income of Exempt Organizations

Pub 600 – State and Local General Sales Taxes

Pub 721 – Tax Guide to U.S. Civil Service Retirement Benefits

Pub 783 – Instructions on how to apply for Certificate of Discharge of Property from Federal Tax Lien

Pub 784 – How to Prepare Application for Certificate of Subordination of Federal Tax Lien

Pub 785 – Purchase Money Mortgages and Subordination of the Federal Tax Lien

Pub 786 – Instructions for Preparing Notice of Non-Judicial Sale of Property & Application for Consent to Sale

Pub 794 – Favorable Determination Letter

Pub 850 – English-Spanish Glossary of Words and Phrases

Pub 892 – Exempt Organization Appeal Procedures for Unagreed Issues

Pub 901 – U.S. Tax Treaties

Pub 907 – Tax Highlights for Persons With Disabilities

Pub 908 – Bankruptcy Tax Guide

Pub 910 – IRS Guide to Free Tax Services

Pub 915 – Social Security and Equivalent Railroad Retirement Benefits

Pub 919 – How Do I Adjust My Tax Withholding?

Pub 925 – Passive Activity and At-Risk Rules

Pub 926 – Household Employers Tax Guide

Pub 929 – Tax Rules for Children and Dependents

Pub 936 – Home Mortgage Interest Deduction

Pub 938 – Real Estate Mortgage Investment Conduits (REMICS) Reporting Information (And Other Collateralized Debt Obligations (CDOs))

Pub 939 – General Rule for Pensions and Annuities

Pub 946 – How to Depreciate Property

Pub 950 – Introduction to Estate and Gift Taxes

Pub 954 – Tax Incentives for Empowerment Zones and Other Distressed Communities

Pub 957 – Reporting Back Pay and Special Wage Payments to the Social Security Administration

Pub 962 – Earned Income Tax Credit (Stuffer)

Pub 963 – Federal-State Reference Guide

Pub 966 – Electronic Choices to Pay All Your Federal Taxes

Pub 967 – The IRS Will Figure Your Tax

Pub 969 – Medical Savings Accounts

Pub 970 – Tax Benefits for Higher Education

Pub 971 – Innocent Spouse Relief

Pub 972 – Child Tax Credit

Pub 1024 – How to Prepare Application for Certificate of Nonattachment of Federal Tax Lien

Pub 1035 – Extending the Tax Assessment Period

Pub 1075 – Tax Information Security Guidelines for Federal, State and Local Agencies and Entities

Pub 1542 – Per Diem Rates

Pub 1544 – Reporting Cash Payments of Over $10,000

For the most up-to-date information, please visit the IRS website.

Preferred Vendors

Available referrals to keep your financial needs within one network:

Insurance – Auto/Home/Life/Business

Michael V. Petilli
Affinity Insurance Group
800 Williams Street, Ste. 231H
Apex, NC 27502
Phone: (919)-296-3787
Cell: (919)-296-3712
Email: Mike@affinityinsurance.com, Info@affinityinsurancenc.com
Website: www.affinityinsurancenc.com

Insurance – Health/Supplemental

Vicki Winstead
Winstead Services
101 Arvo Lane
Cary, NC 27513
Phone: (919)-271-1096
Fax: (919)-573-9510
Email: vicki@winsteadservices.com
Website: www.winsteadservices.com

Financial

Tyler James Dean – Financial Advisor
Edward Jones
1003 High House Rd, Suite 104
Cary, NC 27513
Phone: (919) 740-6469
Email: tyler.dean@edwardjones.com

 

Automobile Mechanic

“Woody” Wood
Choice Auto Repair
500 Nowell Road
Raleigh, NC 27607
Phone: (919)-233-0033

Mortgage Service Providers

Carolyn Nelson
Hometown Lenders
51 Kilmanyne Drive, Ste. 102
Cary, NC 27511
Phone: (919)-238-7084
Email: Carolyn.nelson@htlenders.com

Residential Real Estate Services

Mary Margaret Tate – Broker Associate
Harper Tate Homes
Direct: (919)-380-9070
Cell: (919)-434-9395
Email: mmt@HarperTateHomes.com

Home Repair Services

Steve Huth
Two Labs Handyman Service
Phone: (919)-291-7550 (Steve)
(919)-291-3409 (Kitty)
Email: service@gmail.com
Kasters91@gmail.com

Electrician – Home/Commercial

Craig Bernard
Crisp Electric
600 Creedmoor Road, Ste. 170-380
Raleigh, NC 27612
Phone: (984)-377-7870
Email: cbernard@crispelectric.com
Website:www.crispelectirc.com 

Painter

Jason Langdon
Platinum Painting
Phone: (919)-607-1833
Email: jason@platinum-painting.com

Bookkeeper

Faith M. Nager
To The Point Bookkeeping
Phone: (919)-564-9933
Email: faithnager@gmail.com

Payroll Services

Paula Jencyowski
Prime Pay
4505 Falls of Neuse Road, Ste. 300
Raleigh, NC 27609
Phone: (919)-368-2876

Promotional

Tom Azcona
Affordable Promos
Phone: (919)-285-3339
Email: tom.azcona@affordable-promos.com
Website: www.affordable-promos.com

Marketing & Printing

Eric Webb
Alphagraphics
301 Ashville Avenue, Ste. 121
Cary, NC 27518
Phone: (919)-233-7710
Email: ewebb@alphagraphics.com

Phillip Passey -Financial Advisor

Raymond James Financial Services, Inc.
Phone: (919)-387-6776
Fax: (919)-387-6778
Cell: (919)-616-8321
Email: Phillip.Passey@raymondjames.com

Business Computer Support & Web Services

Paul Armstrong – Senior Computer Technician
SeTech Support
Phone: (919)-741-6525 ext.102
Email: parmstrong@setms.com
Website: www.setechsupport.com

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