Tax Due Dates for 2013

May 15, 2013

Deadline for non-profit organizations to file information returns (Form 990), or request an extension (Form 8868).

June 17, 2013

2nd quarter estimated tax payments due for the 2013 tax year. Deadline for US citizens living abroad to file individual tax returns and to pay any tax due. You can request an additional 4-month extension (Form 4868). (You can request an automatic extension by April 15th instead if you want to.) I provide useful information for claiming the Foreign Earned Income Exclusion and the Foreign Tax Credit, two tax breaks essential for Americans working abroad.

June 30, 2013

Deadline to file TD F 90-22.1 Report of Foreign Bank Accounts for the year 2012. This report is required if you have over $10,000 (in aggregate) held in foreign bank accounts.

September 16, 2013

3rd quarter estimated tax payments due for the 2013 tax year. Final deadline to file corporate tax returns if an extension was requested. (Forms 1120, 1120A, 1120S). Final deadline to file trust income tax returns (Form 1041) if an extension was requested. Final deadline to file partnership tax returns (Form 1065) if an extension was requested.

October 1, 2013

Final deadline for self-employed persons or small employers to establish a SIMPLE-IRA for the year 2012.

October 15, 2013

Final deadline to file individual tax returns (with extension). (Forms 1040, 1040A, 1040EZ.) Last day the IRS will accept an electronically filed tax return for the year 2012. If filing after October 15th, you’ll need to mail in your tax return for processing. Final deadline to fund a SEP-IRA or solo 401(k) for tax year 2012 if you requested an automatic extension of time to file.

November 2013

Start planning any year-end tax moves.

December 1, 2013

If you are covered by an HSA-compatible health insurance policy as of December 1st, you’ll be eligible to contribute the full amount to a Health Savings Account for the year.

December 31, 2013

Last day to make any tax moves for the year 2012. Last day to set up a solo 401(k) for self-employed persons.


6 Tax Changes That Benefit Taxpayers for 2012

Thanks to the passage of the American Taxpayer Relief Act of 2012 (ATRA), many tax provisions that expired in 2011 were retroactively extended (or made permanent) that are of benefit to taxpayers filing 2012 returns this year. Here are six of them:

1. Education-Related Tax Deductions

ATRA extended, through 2017 and retroactive to 2012, two popular and widely used education-related tax benefits that expired in 2011: the deduction for qualified tuition and related expenses and the deduction for certain expenses of elementary and secondary school teachers. Both are above-the-line deductions, which means that they can be taken before calculating adjusted gross income (AGI).

2. Limited Non-Business Energy Property Credits

Non-business energy credits expired in 2011, but were extended (retroactive to 2012) through 2013 by ATRA. For 2012 (as in 2011), this credit generally equals 10 percent of what a homeowner spends on eligible energy-saving improvements, up to a maximum tax credit of $500 (down significantly from the $1,500 combined limit that applied for 2009 and 2010).

Because of the way the credit is figured however, in many cases, it may only be helpful to people who make energy-saving home improvements for the first time in 2012. That’s because homeowners must first subtract any non-business energy property credits claimed on their 2006, 2007, 2009, 2010, and 2011 returns before claiming this credit for 2012. In other words, if a taxpayer claimed a credit of $450 in 2011, the maximum credit that can be claimed in 2012 is $50 (for an aggregate of $500).

The cost of certain high-efficiency heating and air conditioning systems, water heaters and stoves that burn biomass all qualify, along with labor costs for installing these items. In addition, the cost of energy-efficient windows and skylights, energy-efficient doors, qualifying insulation and certain roofs also qualify for the credit, though the cost of installing these items do not.

3. Mortgage Insurance Deductible as Qualified Interest

ATRA extended, through 2013 (and retroactive to 2012), a tax provision that expired in 2011 that allows taxpayers to deduct mortgage insurance premiums as qualified residence interest. As such, taxpayers can deduct, as qualified residence interest, mortgage insurance premiums paid or accrued before Jan. 1, 2014, subject to a phase-out based on the taxpayer’s AGI.

4. AMT “Patch” Made Permanent

The AMT ‘patch” was made permanent by ATRA; however, exemption amounts for 2012 and beyond are higher than in years’ past and are now indexed to inflation. For tax-year 2012, the alternative minimum tax exemption amounts increase to the following levels:

  • $78,750 for a married couple filing a joint return and qualifying widows and widowers, up from $74,450 in 2011.
  • $39,375 for a married person filing separately, up from $37,225 in 2011.
  • $50,600 for singles and heads of household, up from $48,450 in 2011.

5. Transportation “Fringe Benefits”

Parity for transportation fringe benefits provided by employers for the benefit of their employees expired at the end of 2011; however, ATRA reinstated this parity retroactive to 2012. As such, the monthly limit for qualified parking is $240 and the benefit for transportation in a commuter highway vehicle or a transit pass is $245 for tax year 2012.

6. State and Local Sales Taxes

Retroactive to 2012, ATRA extended (through 2013) the tax provision that allows taxpayers who itemize deductions the option to deduct state and local general sales and use taxes instead of state and local income taxes.

If you have questions about these or other tax changes, please call us. We’d be happy to assist you.

Notary Public

What is a notarization?

A Notarization provides verification of a document signer’s willingness to sign and that the signer is the person identified by the signature. Notarization does not prove the truthfulness of the contents of a document does not validate a document nor render it legal.

What is a Notary Public?

Texas Notaries Public are commissioned by the Secretary of State as a public officer qualified and bonded under the laws for the performance of notarial acts with the same authority as the county clerk to take acknowledgments or proofs of written instruments; protest instruments permitted by law to be protested; administer oaths; take depositions; and certify copies of documents not recordable in the public records. Sometimes a Notary Public is just called Notary. Also in addition to being bonded, many are insured by private companies.


For administering an oath or affirmation with certificate and seal, a fee of $6;

For a certificate under seal not otherwise provided for, a fee of $6;

For a copy of a record or paper in the notary public’s office, a fee of 50 cents for each page;

For taking the acknowledgment or proof of a deed or other instrument in writing, for registration, including certificate and seal, a fee of $6 for the first signature and $1 for each additional signature;

For taking the deposition of a witness, 50 cents for each 100 words;

For swearing a witness to a deposition, certificate, seal, and other business connected with taking the deposition, a fee of $6; and

For protesting a bill or note for no acceptance or nonpayment, register and seal, a fee of $4;

For each notice of protest, a fee of $1;

For protesting in all other cases, a fee of $4;

For certificate and seal to a protest, a fee of $4;

Corporations and Institutions may qualify for terms.

Travel fee starts at $13. Please call for quote.

Note that client must reimburse my parking expenses, unreasonable wait times, etc.

Loan Signings


  • Affidavits
  • Assignments and Transfers
  • Beneficiary Argreements
  • Deed Documents
  • Deeds of Trust
  • Escrow Closings
  • Heirship Affidavits
  • Loan Closings
  • Mortgages and Liens
  • Powers of Attorney
  • Promissory Notes
  • Real Estate Agreements
  • Real Estate Closings
  • Time Share Documents

Applications For Copies of Birth and Death Certificates


  • Adoption Documents
  • Consent Documents
  • Divorce Papers
  • Health Directives
  • Last Wills Notarized
  • Last Will & Testaments
  • Living Trusts
  • Living Wills
  • Medical Documents
  • Financial Hardship
  • Prenutial Agreements
  • Postnuptial Agreements
  • Retirement Accounts

Business & Commercial


  • Bill of Sale
  • Business Documents
  • Copyright Filings
  • Corporate Charters
  • Corporate Bylaws
  • DBA Filings
  • Federal Forms
  • General Contracts
  • Intellectual Property
  • Non-Profit Charters
  • Option Contracts
  • Partnership Agreements
  • Patent Documents
  • Corporate Stock Transfer
  • Corporate Warrants
  • Stock Options
  • Purchase & Sale Agreements
  • Shareholder Agreements

What must I know before meeting with a Notary?

Please do not sign the document prior to my arrival. Personal appearance by the signor is always required. The document date and the notarization date do not have to be the same. The notarization date is the actual date the signor appears before the notary.

BY LAW, each signer must present a valid and current government issued photo ID cards.

The following are examples:


  • A State Driver’s license
  • A State Indentification card
  • A U.S. military ID card
  • A current U.S. passport
  • A Birth Certificate
  • An Alien Registration Card

My Statement as required by Texas State Law:


If you have any “LEGAL” questions, please consult an attorney PRIOR to contacting a Notary. All of your other questions I will be happy to answer. Call me at 469-248-7110

Asa 1 Investments, LLC

Welcome to Asa 1 Investments, LLC

If you are looking for a blend of personal service and expertise, you have come to the right place. We offer a broad range of services for individuals and business owners.

Our mission at Asa 1 Investments is to assist small businesses & individuals with state and federal income taxes. We’re providing business and accountant services both locally and nationally. We’re here to assist you in the process of lowing taxes, increasing profits, & managing cash flow. Our motto Asa 1 Investments: “Serving you with professional service and personal care”.