David M. Lynch, E.A. LYNCH ACCOUNTING 13011 Tipperary Court Ph; (815) 439-7886 Plainfield, IL 60585 Fax: (815) 254-7732 Exmail: Tax88@comeast-net Dear Client, Here we are again, another Tax Season! | hope you and your family had a wonderful holiday season, 1 enjoyed time off and celebrating with my family. My kids are growing up and the Holidays are a special time for us as we try to instill traditions that will carry on through their lives. T hope this year will bring health and. happiness to all, My program is installed and ready to go, just waiting on final updates from the IRS and State, as always! ‘Again, there are so many updates and changes, that I need your help in providing me with proper information and documentation. The Lynch Accounting site will give you the tools you need to make it easier to gather all your paperwork for filing! Mark my website: www.divnchaceounting. blogspot.com as 2 favorite on ‘your computer. | hope you find this site user friendly and beneficial for your accounting needs. ‘On my website, you will find pertinent tax information as well as forms for vou to fill out and include when handing over your paperwork for filing. To get started there are two forms that you will need to obtain and fill out. Please click on the “Tax Organizer/Forms” tab atthe top of the site: www.dlynchaccounting blogspot.com. ‘There you will find a complete comprehensive Tax Organizer as well as the E-File/Fee Collect Authorization Form. You can fill out and print these forms right on your computer or you can print the forms and fill them cout manually. Either way, these forms are needed before I can file your returns. ‘The Tax Organizer is comprehensive and allows me to really get a picture of your filing needs. Italso cues, ‘you to deductions that taxpayers often overlook. Without your documentation, I will not be able to know ‘Whether or not you are entitled to various deductions. Enter all relevant information in the designated areas ‘on each page. Please feel free (o add any notes or questions that might help me find ways to save you money. If you need to include additional information, or ask additional questions you may attach an ‘additional page. If there is an area that doesn’t pertain to vou, please mark through the area or p [NA (not applicable) in the space. This will let me know that the information wasn’t overlooked. Please review the Tax Organizer and E-File/Fee Collect Authorization forms carefully and fill them out neatly and accurately. Staple the forms and include with all other documents, When providing me with your 2014 Tax information, please include your completed Tax Organizer, E-File/Fee Collect Authorization Form and any of the following that apply to you: ‘© Last year’s Tax Return (new clients only) Original Forms(s), W-2 Schedule(8) K-1 from partnerships, S-Corporations, estates or trusts Information about contributions to a pension or other retirement plan, if this isthe first year you received income from the plan Form(s) 1099 or statements reporting dividend, interest, retirement or other income Form(s) 1098 and copies of real estate tax bills, ete. Legal documents pertaining to the clase of sale or purchase of real estate property Property Index Number (0 claim Real Estate Tax Credit on Illinois State Return. Before submitting all your information to me, make a copy of all document(s), schedule(s) and form(s) including your Tax Organizer and W2 Forms for your personal files. The Tax Organizer le/Fee Collect consent forms must be filled out completely. Work on your tax return will be started nor completed without these forms. PLEASE submit all forms at once. Please call or email me at tax88@comeast.nct if | can be of any further assistance to you. | look forward to preparing your taxes. Sincerely, SQL David M. Lynch Personal & Corporate Tie Services + Accounting Services (Quarterly Reports Electronic Filing