Income Tax, Bookkeeping and Accounting Services

Charles Coker, CPA ~ Our goal is to make your life less taxing!

Directions and scheduling an appointment 
Tax Checklists, information sheets, and organizers / planners 
Instructions for secure drop off /send in via email, fax, mail, fedex or UPS 



Driving and parking instructions to our office located at 1800 N. Beauregard Street can be printed or viewed here.
 
Also included is a checklist of the items to bring to your income tax appointment for the preparation of your individual or business income tax return.  For our overseas foreign earned income workers, there is a checklist as well.  

Document
Tax Checklist for Individual, Business and Overseas with Directions to Charles Coker, CPA


For our new individual income tax clients, you can help us by filling out this information sheet and bringing it to your appointment (or including it in your mail in/ drop off package)Thanks.

New clients will be charged a retainer fee at their first appointment ($200 to meet with Christine, $300 to meet with Charles) - this covers your meeting and will be applied to the income tax return preparation. 

Document
New Client Information Sheet - Individual ~ Charles Coker, CPA
 


The Tax Planner / Organizer
The tax planner / organizer is a useful tool for you to organize and collect your information.  You can fill this out and attach supporting documentation.  There are seperate sections for: 
  • General Information 
  • 2015 Tax Question (2) page checklist ~ to remind you what information you need to provide 
  • W2 Employment Income ~ list (and attach) your W2's
  • Pension and Retirment Income ~ your 1099R and Social Security Income 
  • Itemized Deductions (SchA) ~ Your medical, tax, mortgage interest, charitable, and non-reimbursed business expenses
  • Employee Business Expenses (Form 2106) ~ detailed business expenses not reimbursed by your employer
  • Child and Dependent Care Expenses (IRS 2441)  ~ need the name, federal id, address, and amount paid to each
  • Interest and Dividend Income (sch B)  ~ your 1099-DIV and 1099-INT statements 
  • Business Income and Expenses (Sch C)  ~ if you have a small business, you can summarize your income and expenses here
  • Capital Gains and Losses (Sch D) ~ 1099-B Proceeds - we need the date bought and cost basis to calculate this
  • Rental Real Estate and Royalties (Sch E) ~ income and expenses by property for your rental real estate
  • Foreign Earned Income (IRS 2555) ~ your foreign address and list of countries by total # days in each. 
 For prior year tax clients, your planner will include the numbers from last year, helping to remind you that you need to find those amounts for 2015.   We will get planners out to you via email or regular mail, please let us know which you prefer.  Please contact us if you have questions about using the planner - to help make your life less taxing!

A tool that may help our new individual tax clients is this blank tax organizer for tax year 2016. Please see the notes above for tips on how to use and fill out. 

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Individual Tax Planner / Organizer 2016 - Charles Coker, CPA


For all our customers, we offer the convenience of mailing in or dropping off your income tax documents.  Please follow these instructions to insure that we get your tax documents safely.

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Coker Tax Client send in - drop off - email instructions


If you are a new business client, it would be helpful to bring this information sheet filled out along to your first meeting with us. Thanks.

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Charles Coker, CPA - Client Information Sheet - Business


Coker CPA - accounting & tax services for property management, real estate, and commercial condo associations.
Mark Center at Beauregard & Seminary
Our offices are conveniently located at the Mark Center office complex in west Alexandria, Virginia.  Our office hours are by appointment only. We have evening and weekend appointments available. 

As you've found us on the Internet, you're eligible for a 30% discount on our individual income tax preparation.  Our fee for individual income tax preparation is by the number of tax forms that you need, so the cost will vary depending on your situation. 

This year, a simple 1040 starts at $257, with a typical individual Federal & state return with itemized deductions, including the 30% discount, would be about $567.  That also includes free electronic filing, and the comfort of having a professional CPA prepare and sign your tax returns.  Additional tax forms or excessive research could increase that price. 

New for the 2015 tax year, we are now offering a FREE secure e-Signature service, so that you can review and sign your tax return via secure e-mail. 

Please see the information for scheduling an appointment, and a list of the information you'll need to bring with you.  Also included are directions for parking, or use the Mapquest link to get detailed directions from your location.


 


Scheduling an Appointment:


Income tax appointments can be scheduled by contacting us by phone (703) 931-3290 x 100 or via the email form below, or by emailing the front desk at front.desk@cpa-coker.com . Your initial tax appointment will last about an hour.

We see clients from Feb - April 15 on:  
       

 

Tuesdays

10:00 am - 7:00 pm 
  Thursdays
10:00 am - 7:00 pm
 
Saturdays 
10:00 am - 3:00 pm

 


Use the Mapquest Directions Finder below to find how to reach our office.

Download the directions to our office and a checklist of what you'll need to bring. 

For new clients, you may want to fill out and sign our Client Information Sheet and use the Tax Organizer to gather your information before you come in for your appointment.
 
• Existing clients can use the Mail In / Drop off instructions as a guide to send in their income tax information.
 
Please call us today to schedule an appointment.  

We look forward to meeting with you, and to making your life less taxing.

 




Inclement Weather

Our offices follow the federal government regarding inclement weather closures and delays.

Dropping Off your Tax Information

Our new office location is an easily accessable ground floor suite, with a mail slot at the bottom of our door, suite 125.  The building access hours are:

                                   Monday-Friday 7am to 6pm



Client Appointment Request Form

First Name
Last Name
Daytime Phone() -
Evening Phone() -
E-mail Address
Appointment Date Requested
Appointment Time Requested
Comments

DIRECTIONS FROM 395

  • Take the Seminary Road exit #6 West
  • Merge onto Seminary Road, moving into the left lane
  • At the 2nd traffic light, make a left turn onto N. Beauregard Street
  • At the 2nd traffic light, N HighlandStreet, with Clydes Restaurant on the corner, turn right into the Mark Center complex
  • Take a parking ticket at the gate - and bring it to our office for validation
  • We're in the building on the right, #1800
  • Please park in any of the 1800 Visitor parking spots
  • As you enter the lobby, we're on the main floor, down the hallway to the left

DIRECTIONS FROM Fairlington

  • Take Walter Reed drive south, crossing Leesburg Pike/ King street
  • Walter Reed becomes N. Beauregard Street
  • After crossing Seminary Road
  • At the 2nd traffic light, at N Highland Street, with Clyde's Restaurant on the corner, turn right into the Mark Center office complex
  • Take a parking ticket at the gate, and bring it into our office for validation
  • Please park in any of the 1800 visitor parking spots
  • Our offices located on the first floor, suite 125


Mapquest Directions