TAX PREPARATION

Client Reports and other Important Information

As 2009 ends a New Year begins, it is time to start thinking about taxes again. We hope 2008 has been a happy and prosperous year for you. 

For help in preparing your tax information, a data organizer form is available to download here. I have noticed 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 2009 TAX information to what is on the organizer. If any of your new TAX information is different, please delete what no longer exists 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. OVER AGE 65 & BLIND 

2. SALES OF PROPERTY

3. CLOSING PAPERS

4. REIMBURSEMENT OF JOB EXPENSES

5. CHILDREN UNDER 17

6. RENTAL INC/EXP

7. CHILDREN UNDER 25 IN SCHOOL

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. RETIREMENT INCOME (1099R, W2P)

17. ALIMONY PAID

18. DIVIDENDS + INTEREST & RECIPIENT COLLEGE

19. SOCIAL SECURITY & PAYMENTS    

20. STOCKS, CAPITAL GAINS/LOSS

 

Important

MAKE SURE YOU INCLUDE ALL THE FOLLOWING 

1. W-2 FORMS AND 1127’S WITH DETAILS OF INCOME (FOUR (4) 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 (FOUR (4) 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 AN 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. FOR DIRECT DEPOSIT WE NEED:

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, 2010.

BUSINESS APPOINTMENTS WILL START IN JANUARY 2010.

JANUARY & FEBRUARY APPOINTMENTS, INCLUDING SATURDAY, WILL RECEIVE PRIORITY 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