February 01, 2012
Dear New & Existing Clients,
It's tax time again…and BryLaw Accounting Firm is ready to prepare your tax returns as of January 16, 2012. If you are ready to request your tax preparation, please make sure to have all of your tax documents ready.
NEW CLIENTS
Attached is the Client Information Sheet, which needs to be completed and returned to our office. Additionally, please provide the information requested in the Information Needed for 2010 Individual Tax Preparation document.
For your convenience, you may opt to contact our office at (909) 606-7351, and we will gladly take your information over the phone.
EXISTING CLIENTS
If no consultation is needed prior to filing your return, please fax all tax documents to our office, including closing statements from purchases or refinances of your existing home or rental property. If you have a change of address, phone number, email, or a new addition to the family since last year, please provide this information with your other documents.
As another convenience, if you would like a list of the documents used to prepare your 2010 tax return, please contact Aja Porter at aja@brylawaccountingfirm.com and she we will send you a Customized Tax Organizer via email.
DID YOU KNOW?
- BryLaw now offers a FREE analysis of your Retirement Accounts, IRA's, Roth IRA, and Insurance Policies through our Licensed Financial Partners.
- If you recently lost a home in a foreclosure or short sale (and it's a primary residence) there may be no tax liability.
- If you've lost a business investment property, you may have no tax liability.
- If you are an existing business owner or starting a business, we offer Monthly/Quarterly Accounting Services. If you are not currently satisfied with your current Accountant or Bookkeeper, we offer these services at a flat billing rate.
- We prepare Corporate, Partnership, Trust and Non Profit Tax Returns.
- Se Habla Español
Please contact our office for additional information.
We sincerely appreciate your business and hope that you will refer your family, friends and associates to our firm. We look forward to hearing from you soon.
Sincerely,
Lawrence Stephens
