|
Dear Clients,
Wow, tax season has crept up on us once again! The one comforting thing however, is that I know we can team up to make it as pain-free as possible. As in years past, I have put together some resources to help you gather the needed information to prepare your tax return this year, please see ... Continue Reading →Introducing Jennifer Card, E.A.The Best Utah County Has to Offer! Jennifer L. Card, E.A. We are so happy to be working with Jennifer Card. Jennifer Card has become one of the most sought-after tax accountants in Utah, with large numbers of happy clients to prove it. She has Baccalaureate degrees in both Business Management and Accounting (Suma Cum Laude), ... Continue Reading →Personal Financial Statements – Managing Your Personal MoneyA personal financial statement is a summary listing of all of an individual’s personal assets and liabilities. If you have a statement, it is important to how to analyze it and how it relates to you. This will help you to know what is working for you and what improvements you need to make on it. The ... Continue Reading →Cloud Technology Is On The RiseThere are some incredible resources for you personally and for your business when it comes to tracking your finances. I highly recommend the use of Cloud Technology with online programs like Mint.com and Xero.com. Both of these sites offer HUGE value for their users. I am a big fan of Continue Reading → Tax Return Preparation Information and ChecklistThe following is information and items you will want to gather in preparation to file your tax return for 2010: Tax Return Preparation Information and Checklist
Taxpayer Name _____________________________________________Spouse _____________________________________________ Taxpayer SSN________-______-____________ Spouse SSN ________-______-____________ Taxpayer Birthdate __________________________________ Spouse Birthdate __________________________________ Taxpayer Occupation ______________________________________ Spouse Occupation ________________________________ Address _____________________________________________________________________City ___________________Zip____________ Phone (H) _________________________________(W) ______________________________(C)___________________________________ Email __________________________________ Marital Status _________________________ Children/Dependents: 1. ___________________________________________________ SSN ________-______-____________ Birthdate ____/____/______ 2. ... Continue Reading →
|
