As you browse through our Web site, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Web sites that we felt would be of interest to our clients and visitors (in our Internet Links section).
For the 2012-2013 tax return season, we continue to offer the most innovative solutions to tax return preparation using today's technology. You have TWO ALTERNATIVES in the preparation of your 2012 federal income tax return:
FIRST, located in the INFO CENTER section, the last item in that section is a tax organizer. If this is the first time we are preparing your tax return, you may enter your data in this efficient organizer. A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and e-mail it, fax or surface mail it to our office.
SECOND, located below is an icon for our TAX NOTEBOOK. The tax notebook is an input solution for current clients. Current clients should contact us to request a "proforma" tax organizer that includes prior year information and carryover data. We will encrypt this data and supply you with a password to access this data on the Internet. We can then download the information and prepare your tax return. We are already mailing hard-copies of these organizers to clients who have requested them.
Please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
Note: Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. www.finra.org (see active hyperlink in the Internet Links section of our web site)