David M. Lynch, E.A. LYNCH ACCOUNTING 13011 Tipperary Court Ph: (815) 439-7886 Plainfield, IL 60585 Fax: (815) 254-7732 Email: Tax88@comeastnet Dear Client, It's that time of year again! I have been busy learning about ALL the new tax laws for this year’s filing. ‘There are so many updates and changes, that I need your help in providing me with proper information and documentation. To help you do this, I have created a website to give you the tools you need to make it easier ‘to gather all your paperwork for filing! Mark my website: www.dlynchaccounting. blogspot.com asa favorite on your computer. I hope you'll find this site user friendly and beneficial for your aecounting needs. (On my website, you will find pertinent tax information as well as forms for you to fill out and include when hhanding 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 at the 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 these forms right on your ‘computer and then print or you can print the forms and fll them out manually. Either way, these forms are needed before I can flie your returns. ‘The Tax Organizer is more comprehensive than I have had in previous years. It will allow me to really get picture of your filing needs. It also 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 to 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 you, please mark through the area or put 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 fll them out neatly and accurately. Staple the forms and include with all other documents, ‘When providing me with your 2010 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(s) K-1 from partnerships, S-Corporations, estates or trusts Information about contributions to a pension or other retirement plan if this is the 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 close of sale or purchase of real estate property Property Index Number to claim Real Estate Tax Credit on Ilinois State Return. Before submitting all your information to me, make a copy of ll document(s), schedule(s) and form(s) including your Tax Organizer and W2 Forms for your personal files. The Tax Organizer and E-File/Fes nt forms must be filled out completely. Work on your tax re NOT be started nor completed without these forms, Please call or email me at tax88@comcast.net if I can be of any further assistance to you. I look forward to Personal & Corporate Tas Services + Accounting Services Quarterly Reports» Electronic Fling