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Planning, Review & Preparation Electing Mark-to-Market2 Trading through an entity Trader definitions Tax rules & latest news Discussion Board, F.A.Q., Futures, Benefit Plans & other info Search this site add text to search window |
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For your personal 2009 form 1040 (user ID's will only be issued through April 1, 2010) The Tax Notebook is much more than just a web-based Tax Organizer - it helps ensure that you never overlook important tax data and it is easy to complete. After you link to the Tax Notebook designed exclusively for you, answer all the questions and fill-out relevant sections of the Tax Notebook online. When your Tax Notebook is complete, you can print a copy or save it as a PDF file for your own records. You then submit your tax data to us with just a click of a button over the internet, or optionally you can mail a copy to us. Your information is secure and is not seen by anyone outside my office. An optional generic tax organizer is available as a fill-in PDF file or fill-in MS Word file. 2009 Client Tax Organizer (5 page PDF). 2009 Client Tax Organizer (4 page MS Word Document). Save either of these two organizers to your computer, then fill them in, save your work and then email or print and mail to us. NOTE:
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Last updated:
January 13, 2010 |
