IRS Circular 230 Notice: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
DOTTIE LUALDI: is a tax accountant for individuals and small businesses, including S, LLC
Links: Links at the left will take you to useful information and some of the links will take you to forms to download and print using the free
The Tax Organizer will help you get your information and paperwork ready. After downloading and printing the pages, enter your personal/business information to start the tax or accounting process. You can mail your info to us or bring it to your appointment.
Returning clients need to send 2012 information only.New clients should gather tax information from previous years and bring it to our first meeting.
Even if you do not itemize deductions, you may be able to deduct property taxes paid. Also, for those anticipating a Homestead Property Tax Credit, please gather both the property taxes PAID and ASSESSED in 2012.
Please contact Dottie by phone: 231-533-5533