From Lenny's Desk
The Sturbridge Taxman's Blog

Clues to help solve your financial and tax puzzles!

Cormier & Rea announce additional office at 483 Summer St, Ste 2000, Arlington, MA

Preparing for your tax appointment

Categories Tax Tips (Fed)

I have provided several tools on the web-site to help you prepare for your tax appointment or to mail or drop off your tax infomation.  Before you call or drop off your information, please:

1) Review the 21 most often forgotten items 

  21 Most Forgotten Items when you go to see the Taxman (7.5 KiB)

2) Visit the new client organizer area, download & print the applicable sections

3) Read the most recent “Tax News & Tips” Newsletter if you have not previously

4) If you have a small business and use your vehicle for business, print and fill out the vehicle worksheet 

  Vehicle Use Worksheet with travel log (146.6 KiB)

5) If you have an office in your home for your small business, print and fill out the Home Office Worksheet 

  Home Office Worksheet (6.6 KiB)
 6) If you made non-cash charitable contributions, use the Non-cash charitable contribution guide to calculate the value of your donation 
  Non-cash charitable contribution valuation guide (10.4 KiB)
7) Review our terms of engagement that you will be required to sign
  Engagement Letter (52.7 KiB)

By taking these few steps before you come in you will save us both some time and trouble.

-Thank you!

This message brought to you by: Cormier & Rea, Inc. Sturbridge MA. Providers of Income tax planning and preparation and financial planning. For more information about this or any other issues regarding income tax planning or preparation or financial planning, feel free to contact us. Like Cormier & Rea, Inc. on Facebook for timely updates.

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