|
| |
The following letter was
mailed out to most of our clients in November 2002 to explain how we are
planning to make the tax return process more efficient for all of us.
Dear Client:
We thank you for your business over the past
years. As you know, we try to make everything run efficiently and continue to
do so even more for your 2002 returns.
For your 2002 and any other returns that are
not in our office yet, it is MANDATORY for you to have your
PERSONAL and BUSINESS financial data on ANY VERSION of
QuickBooks 2002 or 2003. To try this on your
own is frustrating unless you are good with bookkeeping, numbers and computers.
We highly recommend you have a bookkeeper put
your data in QuickBooks and show you how to operate this simple, efficient
program or take the task over and do the work for you. Otherwise it will be
very costly for Kerry to correct it for you and show you how to operate
QuickBooks. Plus, it’s a very time consuming task that he truly doesn’t have
time for.
There are a few more requests we have to buckle down on.
Extensions
The most important extension is the April 15th extension. If you
feel you made more money than in prior years and if you think you may owe
anything, it is highly important at this extension time to send in money with
your April 15 IRS and State extensions.
If you send in more $$$ than you think you’ll
owe, then there will be no penalties and interest charged by IRS and Kerry can
always get the money back for you. That is the importance of QuickBooks. At
the touch of your mouse, it will tell you your income balance from last year and
each year, so there can be no excuse that the total is UNKNOWN.
There are three standard extension times:
April 15, August 15 & October 15.
If you send in an over-estimate of what you
feel your taxes are owed, there is no problem to extend your tax work until
through October 15 extension.
Deadlines
For your taxes to be done, your tax work needs to be in our office well before
the IRS due dates. Specifically,
March 1 to be completed by April 15
July 1 to be completed by August 15
September 1 to be completed by October 15
Our clients must have patience. Kerry is
DANCING AS FAST AS HE CAN, so please respect our time.
Summary for tax work to be sent in:
Send disc or Email a copy of your QuickBooks
backup file (*.QBB) or Accountant's Review file (*.QBX) to
Clients@TaxGuru.org
Completed DETAILED tax organizer mailed along with
Prepayment of what your fee was for last years tax work. Your previous bill can
be found with your last year’s tax work.
****Clients who have been late with payments
will have to pay the remainder of their bill before their tax returns will be
sent out.
Please call our office by April 1 if
you need an extension and let us know the amount of money you are willing to
send in if you think you owe IRS and State.
If you are willing to abide by these
conditions, please sign this letter. Make a copy for yourself and return it to
our office with your tax work so we know you have read and agree with our
terms.
If not, we wish you well with your new CPA
and there will be no hard feelings.
We look forward to a much easier and
efficient tax year.
Happy & Healthy Holidays
We wish you and those special to you,
happiness and health, and to all of us, peace.
Respectfully,
Sherry & Kerry Kerstetter
______________________________
Client’s signature Date
This page was updated:
Saturday, January 25, 2003 07:07 PM
Ozarks Time by KMK
|
