YOUR PERSONAL TAX LOGISTICS:
Sharon & I are looking forward to getting your personal income taxes done for 2008 as early as possible.
Please scan & e-mail all “official” tax documentation. These being for example: W-2’s, 1099’s , K-1’s, year end Brokerage Statements, Social Security SSA 1099, HUD statement for RE transaction, etc.
Deductions for childcare require a Federal ID number and address for the provider. Also please inform us of IRA and SEP contributions you wish to make
or have already made by April 15th. Please let us know of all estimated tax deposits made Federal and State, even if instructions were already provided with last year's taxes.
We would prefer copies of these documents to be scanned and emailed to us. If that is not possible, mailing of copies is acceptable to our office address at:
310 Riverside Drive, No. 202-4
NY, NY 10025
Please note that, except for freelance business activities (individual sole-proprietors & single owner LLCs - Schedule "C" businesses) we do not need spreadsheets with calculations - just original documentation is sufficient.
For freelance business activities (individual sole-proprietors & single owner LLCs - Schedule "C" businesses) we need your 2008 summaries right-away. We prefer this be e-mailed to us in MYOB, FirstEdge, Quicken/Quickbooks, Excel or at the very least, summarized by category in an e-mail.
All 2008 tax documentation are required to be mailed to you by January 31st (except for Freelance & forms K-1 -- let us know if any of these are outstanding) so you should have everything to us by February 1st. After you have received your documents please send them to us as soon as possible.
Please e-mail BOTH Sharon & myself all documentation & questions.
Our e-mail is:
sharon@troastcpa.com
arthur@troastcpa.com