From the desk of Bob Rampi
Dear Friends & Clients,
Happy New Year! Welcome to my Annual Tax Newsletter. This is my preferred way to keep you up to date with the latest tax changes that may impact your tax return and provide reminders that will help streamline your upcoming filing experiences.
A couple of items I would like to bring to your attention this year are:
Due to the tax changes, it is important that I (if possible) meet with you to review your numbers and ask questions. Tax meetings are approx. 1/2 hour and are included in the tax fee. Face-to-face appointments are preferred; however, if you are unable to meet with me in person, we can make arragements to schedule a "meeting" over the phone. Not meeting with me could prolong the tax return completion process.
The other change is in our tax preparation procedure. The IRS requires client signature approval prior to electronic filing. Starting this tax season my office will email a password protected copy of your tax return for your review prior to e-fling. Once reviewed, the E-file Signature Authorization (IRS form 8879) will need to be signed and received by my office prior to electronic submission to the IRS. We ask that you keep your e-mail and contact information up to date by clicking on "Update my subscription information" at the bottom of this newsletter or contact my office.
Due to the changes, please be aware to expect some increase in time to properly complete your tax return. I look forward to seeing you this tax season!
Download your free tax organizer and contact my office to schedule (highly recommended) tax meetingwhen you're ready to have your tax return prepared. As always, feel free to share this with your friends & family who are interested in minimizing their tax preparation obligations.
I thank you for your continued support!