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 2008
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 2007 tax return
and you did not receive your 2008 organizer, please call Marla at (480) 663-6000
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, 2009,
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) 663-6000 Ext 100 to schedule an appointment. Please note that we cannot
take any appointments after March 15, 2009, 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.