Year End Planning

As the year end draws close, it's important to take care of business.  Prior to year end, it's always best to meet with your CPA for an annual tax planning meeting.  If you wait until after December 31st, it's possible you might miss out on some valuable tax opportunities.  So, make your appointment soon.   Toward that end, you should have your books and financial statements up to date, through the end of 3rd quarter, at the very least.  Also, don't forget to order your 1099's and W-2's so you are ready when January 1st rolls around.

Welcome to my new site!

Finally, I have a website. Please send suggestions on information you'd like to see! I would be happy to add it in!

2009 Tax Year Client Instructions‏

As we approach the start of the 2009 tax season, these are some important actions and dates you need to be aware of to make this tax season as painless as possible.

Tax returns for tax year 2009 will be due April 15, 2010 unless you have a valid extension in place prior to that date. For those of you living outside of the US on April 15, 2010 you will receive an automatic 2 month  extension to June 15, 2010 to file your return. This is an extension of time to file, not to pay any tax that may be due. All tax payments are due by April 15, 2010. For anyone who will not be able to provide their information by April 1st, please let me know so that we can decide if an extension will be necessary.