I have posted an updated client organizer for the upcoming tax season. Please read through it and fill out any applicable information. I want to especially draw your attention to the mileage worksheet which will be required if you use your automoblie(s) for business purposes.

An extension of time to file will be submitted to the IRS and States for all income tax returns with missing information on April 1, 2007. Note that extra charges apply. Note that an extension of time to file is not an extension of time to pay. Taxes paid after April 17, 2007 are subject [...]

I have provided several tools for you to use to make sure you remember all the items needed to complete your tax return and not forget any deductions you are entitled to. Before you come for your tax appointment or send your tax information to me, review the following items (all available on this web-site):
http://www.leonardrea.com/assets/LReaClientTaxOrganizer.pdf
Tax [...]

20) Forms W-2 for wages19) Forms 1099-INT for bank interest18) Forms 1099-DIV for dividends17) Forms 1099-G for unemployment compensation16) Forms 1099-G for state tax refunds15) Forms 1098-E for student loan interest paid14) Forms 1099-MISC for self employment income13) Information regarding gambling winnings and losses12) Form 1098 Mortgage and Real estate tax information11) HUD-1 Settlement Statement [...]