DOCUMENT LIST
- 2017 Tax Year Letter
- Client Information for 1040 2017 tax returns
- Financial Planning Checklist.pdf
- Items to bring to 1040 tax meeting
- Organizer Long Form.pdf
Dear Client,
We are grateful and excited to be celebrating our 28th year in business and it’s thanks to you!
We truly appreciate your confidence, support, and referrals. We strive to earn a new client’s trust and faith and hope to serve them for years to come as well.
To serve you more efficiently, please take note of the following important reminders:
Visit our websites listed above for answers to many questions and a variety of good information.
Email Cathy (cathy@magascpa.com) to request a tax organizer, to schedule all appointments, and to get answers not available on the websites.
Consult George (see above contact info) PRIOR to any decisions regarding Social Security, retirement income planning, incorporating, rolling over retirement funds and investments.
Email Julie (julie@magascpa.com) with tax and/or payroll questions, and with additional tax information to be added.
When gathering tax information - Please take everything OUT OF ENVELOPES, use paper clips only—DO NOT STAPLE, separate all government forms from your own notes, and list all contributions/donations designating noncash and cash separately. You will need to include the name of the organization, address, date, and amount. Include all investment statements and retirement accounts in your packet and let us know if you would like to rollover an account and/or set up a free consultation to review your accounts. All your assistance with the above is greatly appreciated and makes the process run much more smoothly.
Important dates & fees - March 26, 2018 - Last day to submit taxes to guarantee completion by April 16, 2018. March 23, 2018 – Last day to have a scheduled tax preparation appointment. April 17, 2018 – 2017 1040 Income Tax Returns due. Our tax preparation fees are based on organization of information, number of forms required to file, and complexity. Prices are subject to change if changes are made after already completed return. Extension filing fee is $60, electronic copy (pdf) of return is $25 for each year and for each form.
Finally, as most of you know, more changes than ever before have been made for the 2018 tax year. If you would like to discuss and plan, please schedule an appointment thru Cathy for May or June.
We look forward to working with you again this year and wish you a happy, healthy, and prosperous 2018!
Sincerely,
George S. Magas, CPA, PC