Welcome to your McVeigh CPA Web Client
Organizer. This Web Client Organizer is designed to help you conveniently gather
tax information needed to prepare your 2011 personal income tax return.
To review key tax impacts for 2011 download
your Client Organizer Cover Letter at the bottom of the page.
To access your Web Client Organizer, CLICK
HERE .
To download a Non-Cash Charitable Worksheet, CLICK
HERE .
To protect your privacy, your Web Client
Organizer is password protected. If you have not received your login id and
password, please contact my office or email me directly and we will provide the
necessary information to access your personal Organizer. The password to open
your Web Client Organizer is your SSN. Enter the password using only numbers.
For example, if your Social Security number is 111-22-3333 you would enter
111223333.
We have provided certain information from
your 2009 personal income tax return to help you complete the Web Client
Organizer with minimal time and effort.
Enter 2010 information on the Web Client
Organizer screens provided. If any information does not apply to you or is
incorrect, delete it or make the necessary corrections.
Please answer all applicable questions and
use the Client Notes screen to enter additional information not provided in the
Web Client Organizer. The Client Notes screen is also available for any
questions that you may have for our office.
We will also need the following information
provided to our office:
- Forms W-2 for wages, salaries and
tips.
- All Forms 1099 for interest,
dividends, miscellaneous income, etc.
- Brokerage statements showing
investment transactions for stocks,
bonds, etc.
- Schedule K-1 showing income from
partnerships, S corporations,
estates and trusts.
- Statements supporting deductions
for mortgage interest and taxes.
- Any tax notices sent to you by the
IRS or other taxing authority.
- A copy of your income tax return
from last year, if not prepared by
this office.
You can attach and send additional files
with your Web Client Organizer to our office for retrieval. This is a convenient
and secure way to send information regarding the preparation of your tax return
without having to mail or deliver these documents to our office. You can attach
the following types of files to your Web Client Organizer:
Microsoft® Money® or Quicken® tax exchange
format (.txf), Microsoft®Excel® (.xls), Microsoft® Word® (.doc, .rtf), Adobe®
Reader® (.pdf), image files (.jpg, .bmp, .tif, .png), and web pages (.html).
This organizer will be available to you for
a 1 year period. Simply access the link and use your personal login and password
to access your completed organizer.
To contact us regarding this message,
please call us at 707-746-5604 or email us at jimmcv@sbcglobal.net .
Thank you for the opportunity to serve you.
Sincerely,
James M. McVeigh & Associates, Inc.
Client Organizer Cover Letter 2011