|
|
   
|
As
2007 ends a New Year begins, it is time to start thinking about taxes
again. We hope 2007 has been a happy and prosperous year for you. For
help in preparing your tax information a data organizer is available
here . I
have notice in the past that organizers have not been utilized. It is
important that you update with us current information, so that your
return will be prepared correctly.
Compare all your 2007 TAX information to what is on the organizer. If any
of your new TAX information is different, please delete what no
longer exist or change what is different. Please make sure that all tax information is opened! SPECIAL
ATTENTION CHECKLIST These
are some of the items, which require special handling, be sure to have the
facts at hand when you come to the office. 1.
0VER AGE 65 & BLIND
2.
SALES OF PROPERTY 3.
CLOSING PAPERS
4.
REIMBURSEMENT OF JOB EXP 5.
CHILDREN UNDER 17
6.
RENTAL INC/EXP 7.
CHILDREN UNDER 25 IN
8.
CASUALTY LOSS 9.
HEAD OF HOUSEHOLD STATUS 10.
CONTRIBUTIONS NOT $$
11.
CHILD CARE & 10 #'S
12.
MEDICAL EXPENSES 13.
DEPENDENTS-RELATIONSHIP 14.
SEPARATE RETURN BY SPOUSE 15.
ESTIMATED TAXES PAID 16.
RETIRE. INCOME (1099R, W2P) 17.
ALIMONY PAID
18.
DIVIDENDS + INTEREST & RECIPIENT COLLEGE 19.
SOC. SEC & PAYMENTS
20.
STOCKS, CAP GAINS/LOSS
Important MAKE
SURE YOU INCLUDE ALL THE FOLLOWING
1.W-2
FORMS AND 1127’S WITH DETAILS OF INCOME
(4 FOUR OR MORE W-2’S MUST BE MAILED AT LEAST 6 BUSINESS DAY PRIOR TO
YOUR OFFICE APPT.) 2.1099R
FORM, 1099 DIV OR ANY OTHER 1099’S
(4(FOUR OR MORE STOCK TRADING TRANSACTION’S NEED TO BE MAILED 6 BUSINESS
DAYS PRIOR TO OFFICE APPT.) 3.
LAST YEAR'S TAX RETURN (IF NEW CLIENT) 4.
PERSONAL INFORMATION-NOTE ANY CHANGES FROM LAST YEAR 5.
LIST OF ANY QUESTIONABLE ITEMS
For
electronic filing you should also: 1. COMPILE ALL YOUR TAX INFORMATION IN AND ORDERLY
FASHION AND SECURE. 2.
IF YOU ARE ELECTRONICALLY FILING BY MAIL ENCLOSE A CHECK FOR
$
THIS WILL START THE PROCESS. (We will bill you if additional
charges are necessary) 3.
4. ANY
ARREARS THAT YOU OWE TO ANY GOVERNMENTAL AGENCY WILL DISQUALIFY YOU FROM
FILING AN ELECTRONIC RETURN AND GETTING A REFUND. INDIVIDUAL
APPOINTMENTS WILL BEGIN ON JANUARY 31, 2008. BUSINESS
APPOINTMENTS WILL START JANUARY , 2008 FOR WEEKDAY JANUARY
& FEBRUARY APPOINTMENTS INCLUDING SATURDAY,
WILL
RECEIVE PRIORITY APPOINTMENTS ON A FIRST CALL BASIS SUNDAY IS BY SPECIAL
APPOINTMENT FOR BUSINESS RETURNS
ONLY. AS ALWAYS, I AM AVAILABLE AFTER THE TAX SEASON FOR YOUR
IRA INVESTMENTS, INSURANCE NEEDS, AND FINANCIAL PLANNING FOR RETIREMENT,
COLLEGE SAVINGS PLANS. We
look forward to hearing from you soon. As always, contact us if you have
any questions. Sincerely,
Robert
L. Karczewski
|
Tax
Forms
