Tax Organizers – TY 2009

Written by Greg
Posted January 25, 2010 at 9:08 AM

To help organize paperwork before your appointment, use this Short Tax Organizer.
For more complicated returns, use this Complete Tax Organizer.

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Filed under: Organizers, Tools

Happy 2012!

Another tax year is upon us and it is time to gather your records together. As usual there were several changes this year. One disappointing one is the expiration of the Making Work Pay Credit which may have benefitted you the last two years. Additional new forms may be sent to you regarding stock transactions (from brokerage accounts) and other types of income. They are designed to help you track the income better so don’t be confused with the different formats.

My web site has current tax law changes as well as some useful tools for gathering your tax information.

Please refer to my Contact page to schedule an appointment. I have office hours and take appointments on Mondays, Tuesdays, and Saturdays.

I look forward to working with you again this year.

Dottie Kielian, CPA

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Dorothy K Kielian, CPA

Tax Organizers – TY 2009

Happy 2012!

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