LIGHTEN THE LOAD NEXT YEAR:
When mailing your tax information to me, here are some ways you can lighten the package:
- If you were my client last year I have a copy of your last year's return, so it is not necessary to send me your copy.
- If you would like me to tally up your receipts (for example, medical expenses, charitable contributions, etc.), I would be glad to. However, it you have already tallied the receipts and provided me with totals, it is not necessary to send the receipts .
- If you receive a broker's statement, please send the entire year-end statement along with the related 1099 information.
- FEDERAL - Do not send federal tax book - send preprinted envelope only
- OHIO - Do not send Ohio tax book - send preprinted envelope only.
- OTHER STATES - please send complete package.
- SDIT - Do not send book - send preprinted envelopes and estimate forms
- CITY - I do need the entire city package
