Tax Tip for January 2010
CLIENT TAX ORGANIZERS
Client Tax Organizers
(“organizers”) were mailed out during the first week of January. Your
tax organizer will assist you in gathering the information necessary for
us to prepare your 2009 individual income tax returns. A
completed organizer will decrease the time that we incur organizing your
income tax information, which minimizes the cost of preparing your
income tax returns.
If we prepared your 2008
tax return and you did not receive your 2009 organizer, please call
Marla at (480) 663-6012 Ext 100. If you are a new client, please go to
our
Tax Organizer
page for a blank organizer.
An engagement letter,
E-File permission statement, and an Auto, Travel and Entertainment
Disclosure Statement are included in the same package as the organizer.
The engagement letter must be signed, dated and returned along with your
tax information. If you would like to Electronically File your tax
returns, the E-File permission statement must be signed, dated and
returned along with your tax information. If you are claiming deductions
for auto, travel or entertainment, the disclosure statement must be
completed and signed as well. Copies of these documents can be found on
our
Tax Organizer page.
Please do not delay in
assembling your information. If you provide us the information after
March 15, 2010, it will make it difficult for us to file your tax
return by April 15th and we’ll likely need to file an
extension for you.
Unless you feel it is
necessary to meet to review your income tax information, please drop off
or mail us the organizer and related tax information (W-2’s, 1098’s,
1099’s, etc.). If you would like to meet first to discuss your tax
information, please call Marla at (480) 663-6012 Ext 100 to schedule an
appointment. Please note that we cannot take any appointments after
March 15, 2010, as the last four weeks of the filing season are very
hectic.
We would prefer to receive
your information as early as possible. This leaves time not only to
request additional information when necessary, but also to evaluate, in
greater depth, any alternative reporting possibilities that could lead
to minimizing your total tax liability. If all that is missing is a
partnership K-1, a Form 1099, or some other minor information, please
make the appropriate notes in the organizer and do not delay in
providing us your information. You can always provide the remaining
information as it becomes available.
We are certainly pleased
to serve you and look forward to hearing from you soon.
