Tax Preparation at Joe M. Tucker CPA, P.C.

At Joe M. Tucker CPA, P.C. we take pride in being able to offer our clients a variety of professional services that are tailored to their unique needs. In the brief video below we share an overview of some of the Tax Preparation services that we offer.  For more information please visit our website at

How Long Should You Keep Tax Records?

RecordkeepingIn general, we would tell our clients to keep records for 5 years, but really each situation is unique.  The following, taken from the IRS website here, give some of the specifics:

How long should I keep records?

The length of time you should keep a document depends on the action, expense, or event the document records. Generally, you must keep your records that support an item of income or deductions on a tax return until the period of limitations for that return runs out.

The period of limitations is the period of time in which you can amend your tax return to claim a credit or refund, or that the IRS can assess additional tax. The below information contains the periods of limitations that apply to income tax returns. Unless otherwise stated, the years refer to the period after the return was filed. Returns filed before the due date are treated as filed on the due date.

Note: Keep copies of your filed tax returns. They help in preparing future tax returns and making computations if you file an amended return.

  1. You owe additional tax and situations (2), (3), and (4), below, do not apply to you; keep records for 3 years.
  2. You do not report income that you should report, and it is more than 25% of the gross income shown on your return; keep records for 6 years.
  3. You file a fraudulent return; keep records indefinitely.
  4. You do not file a return; keep records indefinitely.
  5. You file a claim for credit or refund* after you file your return; keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later.
  6. You file a claim for a loss from worthless securities or bad debt deduction; keep records for 7 years.
  7. Keep all employment tax records for at least 4 years after the date that the tax becomes due or is paid, whichever is later.

The following questions should be applied to each record as you decide whether to keep a document or throw it away.

Are the records connected to assets?messy desk

Keep records relating to property until the period of limitations expires for the year in which you dispose of the property in a taxable disposition.  You must keep these records to figure any depreciation, amortization, or depletion deduction and to figure the gain or loss when you sell or otherwise dispose of the property.

Generally, if you received property in a nontaxable exchange, your basis in that property is the same as the bases of the property you gave up, increased by any money you paid. You must keep the records on the old property, as well as on the new property, until the period of limitations expires for the year in which you dispose of the new property in a taxable disposition.

What should I do with my records for nontax purposes?

When your records are no longer needed for tax purposes, do not discard them until you check to see if you have to keep them longer for other purposes.  For example, your insurance company or creditors may require you to keep them longer than the IRS does.

The IRS urges you to choose a preparer wisely

Ten Tips to Help You Choose a Tax Preparer

IRS TAX TIP 2012-06, January 10, 2012

This entire article taken from the IRS website

Many people look for help from professionals when it’s time to file their tax return. If you use a paid tax preparer to file your return this year, the IRS urges you to choose that preparer wisely. Even if a return is prepared by someone else, the taxpayer is legally responsible for what’s on it. So, it’s very important to chooChoosese your tax preparer carefully.

This year, the IRS wants to remind taxpayers to use a preparer who will sign the returns they prepare and enter their required Preparer Tax Identification Number (PTIN). 

Here are ten tips to keep in mind when choosing a tax return preparer:

  1. Check the preparer’s qualifications. New regulations require all paid tax return preparers to have a Preparer Tax Identification Number. In addition to making sure they have a PTIN, ask if the preparer is affiliated with a professional organization and attends continuing education classes. The IRS is also phasing in a new test requirement to make sure those who are not an enrolled agent, CPA, or attorney have met minimal competency requirements. Those subject to the test will become a Registered Tax Return Preparer once they pass it.
  2. Check on the preparer’s history. Check to see if the preparer has a questionable history with the Better Business Bureau and check for any disciplinary actions and licensure status through the state boards of accountancy for certified public accountants; the state bar associations for attorneys; and the IRS Office of Enrollment for enrolled agents.
  3. Ask about their service fees. Avoid preparers who base their fee on a percentage of your refund or those who claim tTax Timehey can obtain larger refunds than other preparers. Also, always make sure any refund due is sent to you or deposited into an account in your name. Under no circumstances should all or part of your refund be directly deposited into a preparer’s bank account.
  4. Ask if they offer electronic filing. Any paid preparer who prepares and files more than 10 returns for clients must file the returns electronically, unless the client opts to file a paper return.  More than 1 billion individual tax returns have been safely and securely processed since the debut of electronic filing in 1990.  Make sure your preparer offers IRS e-file.
  5. Make sure the tax preparer is accessible.  Make sure you will be able to contact the tax preparer after the return has been filed, even after the April due date, in case questions arise.
  6. Provide all records and receipts needed to prepare your return. Reputable preparers will request to see your records and receipts and will ask you multiple questions to determine your total income and your qualifications for expenses, deductions and other items. Do not use a preparer who is willing to electronically file your return before you receive your Form W-2 using your last pay stub. This is against IRS e-file rules.
  7. Never sign a blank return. Avoid tax preparers that ask you to sign a blank tax form.
  8. Review the entire return before signing it.  Before you sign your tax return, review it and ask questions. Make sure you understand everything and are comfortable with the accuracy of the return before you sign it.
  9. Make sure the preparer signs the form and includes their PTIN.  A paid preparer must sign the return and include their PTIN as required by law. Although the preparer signs the return, you are responsible for the accuracy of every item on your return.  The preparer must also give you a copy of the return.
  10. Report abusive tax preparers to the IRS. You can report abusive tax preparers and suspected tax fraud to the IRS on Form 14157, Complaint: Tax Return Preparer. Download Form 14157 from or order by mail at 800-TAX-FORM (800-829-3676).Print

If you are in need of a Proficient, Personal, and Professional Tax Preparer that meets the IRS suggested standards then give us a call today!

Phone:  256.332.2004




It’s our pleasure to serve your tax needs each year.  In an efappointment2fort to serve you most efficiently we want to remind you to make your appointment as soon as possible.  You may also drop off your information without an appointment at any time and we will be happy to call you if we have any questions.

To complete your return without an extension please make your appointment or drop off your information no later than March 28th

Thank you for being our client and allowing us to assist with your tax and financial needs! As always, we are grateful for your referrals in 2014!

Ways to take advantage of our commitment to service


Joe Tucker (seated) and son Mark Tucker.

Give us a call:
I was just on the phone this morning with one of our friends of the firm who had serious questions about her family’s financial future. They are approaching retirement and had questions regarding their options and the tax consequences of those varied options.  It was extremely fulfilling to be here for them and point them in the right direction concerning their tax planning situation.  She knew all she had to do was give us a call.
Come by and see us:
I remember another client who stopped by a few weeks ago to ask about business decisions that needed to be made in the next several months and years.  I was delighted to sit down and help answer his tax and financial questions. I reminded him that we are here to help as he looks “down the road” to decisions that will affect his family business as it grows.

What makes us unique among firms in the area?  We love our clients and are committed to their success!  We’re not trying to see how many tax returns we can run through our business.  We would rather make it our goal to build long term friendships by offering skilled professional service.  Many of our clients have been with us from the beginning, even serving some of them into the third generation.  Our commitment to you is to provide Proficient, Personal, and Professional Financial and Accounting services to meet your needs as an individual or business.

What about you?  Do you need this kind of commitment?  If so, come by and see us today and let’s begin our journey as your trusted accounting professional.

Follow our updates on Social Media:

Dear Valued Client…


I hope that you and your family are enjoying a happy and prosperous New Year.  Here at Joe M. Tucker, CPA, PC, we are excited to start our 37th year serving you and look forward to what the New Year will bring.  We are always appreciative when you invite your friends and relatives to come see us; and take pride in having served many of you for two and three generations.  As we begin this New Year let me draw your attention to a few things we are doing to continually give the best possible service to you and your family.

Professional Customer Service Commitment:  Our staff is here to service any individual or business needs that you have.

  • As you may have noticed last year, we are making changes to our facility to make it a place where you are comfortable and our work is most efficient.
  • All our staff have college degrees and participate in continuing education courses during the year to stay up to date on income tax and accounting changes.  Don’t hesitate to call on us, myself or our accountants: Mark Tucker and Rhonda Crutchfield, regarding what we can do to best serve you.

Technological Advancements:  Since 1979 we have been keeping up with the latest technological changes in computers and software so that we can keep your accounting and income tax preparation at the highest degree of efficiency and professionalism.  Also, you can communicate with us and find helpful information through our website at OR “Like” us on Facebook for the latest on what’s going on here at the office.

Service Developments:  Our services, as always, include income tax preparation for the individual and business.  But, check out these other offerings:

  • A range of monthly accounting services for small and large companies.
  • Custom payroll services; including:  preparing payroll checks or direct deposits and payroll tax reporting to government agencies, and internet payroll services for your convenience.
  • Financial statements for the individual and business.

2012 Tax Preparation:  Please call Shelia Tucker, office assistant, to make your appointment today for income tax preparation or any other business services.  Let her know if you would like a tax organizer to assist in gathering your 2012 income tax information; it can easily be sent via US Mail or Email.

Thank you for being our client and allowing us to assist with your tax and financial needs; if we have had any success it is because of the loyalty and confidence you have shown us over the years.  My family and I are most grateful for the opportunity to serve you the past 37 years and look forward with excitement to many more to come.


Joe M. Tucker, CPA