2009 Organizer

Accounting NorthWest, PA

Accounting, Tax & Consulting Services

"Balance in business... in life."

Accounting, Tax & Consulting Services

2009 Organizer

Dear Client:

To assist in the preparation of your Federal and State tax information, we can provide an Interview Questionnaire and Tax Data Organizer. Your careful utilization of these tools will help give us a better understanding of your financial situation in order to more accurately prepare your return and to help us to keep your income tax liabilities to a minimum.

The use of the Questionnaire and Organizer is optional, and you may submit your information in whatever form is most convenient for you.

If you haven't already received an Organizer, you can click on the links below to indicate how you would like us to deliver your customized Organizer.

You can down-load an MS Excel version of our 2009 Questionnaire, complete it on your computer, and then email it to us if you would like. Click here to download the 2009Questionnaire_OnLine file.

Circular 230Disclosure: This is to advise you that, unless expressly stated,nothing in this communication (including any attachment or other accompanying materials) was intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding any federal tax penalties, or for promoting, marketing, or recommending a partnership or other entity, investment plan or arrangement to anyone.