"An ounce of practice is worth more than tons of preaching." -Gandhi
~Contact.FirstName~,
The IRS just released a study which shows that the average time it takes ALL taxpayers to do their taxes is a total of 18 hours.
The number is even higher if you don’t just use the 1040EZ form. Bet you wish you had that hour of daylight savings time back, don’t you?
Seeing that figure once again reminded me of the service we get to provide. Truth be told, it doesn’t require those kind of man-hours for us to complete most returns, even those which are more complicated. But that’s also because after all — we’re sort of experts at this stuff.
Already, we have many, many clients who have filed, have received refunds and have written us notes telling us that they’ve never been more pleased. This makes me happy, as you might imagine.
Well, we’d like to ask you a favor, and we have a simple way to help you help us, as it were. Yes, we’re extremely busy, but we’ve set aside some capacity for friends and family of our clients. The reason we’re willing to do this is that we already know that you are a good person to work with (else we would have released you as a client!) so it stands to reason that you associate with similar people.
We’ve put together a special gift certificate, embedded in this email below, which we’d like for you to send to your friends and family so that we can serve them this tax season as well!
If you’re a Facebooker, you can post something to your Wall, and we’ll honor that too. Because remember — we love to reward our clients for their generous referrals!
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For Friends & Family of ~Contact.FirstName~ ~Contact.LastName~:
$75.00 Off Any Tax Service
Special Gift Certificate
Print this email and bring it to our office–and receive an instant $75 credit towards any tax service for 2012
DEADLINE: Friday, March 23, 2012
Not valid with any other offer
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Now, we sent this in the beginning of the year, but I thought it worth "re-releasing", if you will, as we reach about one month left in "tax season" …
Stephen Venuti’s
"Real World" Personal Strategy
Venuti’s Tax Time Document Chase List
Yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we’re able to help you keep everything you deserve to keep under our tax code.
Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…
Personal Data
Social Security Numbers (including spouse and children)
Child care provider tax I.D. or Social Security Number
Employment & Income Data
W-2 forms for this year
Tax refunds and unemployment compensation: Form 1099-G
Miscellaneous income including rent: Form 1099-MISC
Partnership and trust income
Pensions and annuities
Alimony received
Jury duty pay
Gambling and lottery winnings
Prizes and awards
Scholarships and fellowships
State and local income tax refunds
Unemployment compensation
Homeowner/Renter Data
Residential address(es) for this year
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099-S
Second mortgage interest paid
Real estate taxes paid
Rent paid during tax year
Moving expenses
Financial Assets
Interest income statements: Form 1099-INT & 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Retirement plan distribution: Form 1099-R
Capital gains or losses
Financial Liabilities
Auto loans and leases (account numbers and car value) if vehicle used for business
Student loan interest paid
Early withdrawal penalties on CDs and other fixed time deposits
Automobiles
Personal property tax information
Department of Motor Vehicles fees
Expenses
Gifts to charity (receipts for any single donations of $250 or more)
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job (travel expenses, entertainment, uniforms, union dues, subscriptions)
Investment expenses
Job-hunting expenses
Education expenses (tuition and fees)
Child care expenses
Medical Savings Accounts
Adoption expenses
Alimony paid
Tax return preparation expenses and fees
Self-Employment Data
Estimated tax vouchers for the current year
Self-employment tax
Self-employment SEP plans
Self-employed health insurance
K-1s on all partnerships
Receipts or documentation for business-related expenses
Farm income
Deduction Documents
State and local income taxes
IRA, Keogh and other retirement plan contributions
Medical expenses
Casualty or theft losses
Other miscellaneous deductions
We hope this helps, and we really look forward to seeing you this year!
Warmly,
Stephen Venuti
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For Friends & Family of ~Contact.FirstName~ ~Contact.LastName~:
$75.00 Off Any Tax Service
Special Gift Certificate
Print this email and bring it to our office–and receive an instant $75 credit towards any tax service for 2012
DEADLINE: Friday, March 23, 2012
Not valid with any other offer
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PS–If you are receiving this and are NOT a subscriber to our weekly "Real World" Personal Strategy Email series, go here: stephenvenuti.mylocaltaxpro.com or send us an email to be added.
Further–if this is your email please do click the following link, if you have not done so already, to ensure our emails reach you in a timely and appropriate fashion!
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You are receiving this note because you are a client or friend of Stephen Venuti.
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To ensure we don’t make the folks at the IRS ornery, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This message may contain confidential and/or privileged information. If you are not the addressee or authorized to receive this for the addressee, you must not use, copy, disclose, or take any action based on this message or any information herein. If you have received this message in error, please advise the sender immediately by reply e-mail and delete this message. PHEW!
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