Good Morning Gentle Readers,
I'm often asked if I drink wine while preparing income tax returns. To which I invariably respond........
How big was your refund?
Personal Income Tax Organizers were recently emailed to all of our clients and are also available for you to Download at no charge. The organizer is in a .PDF format (113kb) and requires Adobe Acrobat to view. Most readers already have Acrobat installed on your computer but if you don't you can download it for free here.
Most of our tax clients, especially those who live in other states, use email, regular mail, the fax, or UPS (FedEx, etc) to send us the tax information we need. Our organizer is invaluable in simplifying that tedious process. Some use it as a quick checklist and some complete it in detail.
The idea is to keep the process simple yet cover most of the bases. If you use the organizer, then include it in the package you mail to us. If we are meeting with you for a tax interview, this will also help you organize your information for us.
The Tax Commonsewer