2005 TAX ORGANIZER
Dear Client,
As 2005 ends and the New Year begins, it's time to start thinking about taxes again. We hope 2005 has been a happy and prosperous year for you.
Enclosed is a 2005 Tax Organizer which we will use in preparing your 2005 tax return(s). As you receive your 2005 tax documents, please collect them and keep them with this organizer. These documents include such items as your W-2s, Form 1099s, K-1s, brokerage statements, etc. Your check register may also include pertinent information.
Complete only those schedules that apply to you. If you have already prepared other schedules for the necessary information, refer to them in the organizer and enclose them for our use. A fully completed organizer lessens the likelihood of omissions from your tax return.
When you have gathered all your tax information, please call to make an appointment. We will review the tax organizer, along with your various tax forms, with you prior to beginning the preparation of your return(s).
We look forward to hearing from you soon. As always, contact us if you have any questions.
Sincerely,
Joseph
A. Cantatore
Accounting Services of the Hudson Valley