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We request that you fax us your information in the following order:
documentation may not be printed on standard 8 1/2 x 11
paper which makes faxing difficult. Do not try to fax these
smaller pages. Since we only need one copy (Copy B) of these
multiple part forms, we suggest you place 2 or 3 different forms
on the glass of a copy machine and copy them so they all fit
onto one 8 1/2 x 11 page. Be careful not to cut off part of a
form. Also, be sure the print on all the forms faces the same
direction. Follow this procedure for any irregularly sized forms
and then you will only be faxing standard sized pages. For
1099's that are printed on 2 sides, make 1 sided copies and
collate the copies in numerical order and then include the
copies for faxing.
After you have assembled all your information and have placed in the above order, simply fax the
information to us. The fax number, (630) 548-7827, is printed on the questionnaire at the top of the page.
The questionnaire serves as your cover sheet.
so that all the pages can be sent through at one time. If your stack of
pages is greater than the capacity of the fax machine, break your
transmission into 2 faxes, including the questionnaire with the first
stack transmitted. If your machine malfunctions while you are
sending the fax, there is no need to start over or to resubmit the
questionnaire again, simply start from the last page that was
correctly transmitted. We will match the transmissions. If you
receive additional documents or corrected copies after you have sent
us your information, simply fax those forms to us and we will add
them to your electronic file.
e-mail asking for any additional information that appears to be missing from last year's return or for
additional information we might need to see based upon the information furnished. Our e-mail will also
state your charge for the return based upon the forms needed in the current year and the estimated time
to completion after this e-mail is signed and faxed back to us. YOU ARE ONLY OBLIGATED TO PAY US
AFTER WE BEGIN WORK ON YOUR RETURN, WHICH WILL NOT OCCUR UNTIL OUR ACKNOWLEDGEMENT
E-MAIL IS RETURNED.
You may pay for the return at this time or wait until we send you our e-mail with your results. There will be
a button on your e-mail that will allow you to use PAYPAL to pay by credit or debit card, should you so
desire. You can also mail us a check. Please note that we will not actually electronically file your return
until we have received payment. WE DO NOT DEDUCT PREPARATION FEES FROM REFUNDS.
Example: If you have a Schedule B reporting interest on 5 bank accounts, you should have 5 1099-INTs from
those 5 banks this year. If you closed 1 of those accounts during 2008, you will not have a 1099-INT for that
bank this year. On your work copy denote that you closed that bank account in 2008. The tax return copy that
you send us can be your work copy. In fact, we prefer that you fax us that copy as long as all the amounts are
still legible, especially if you've closed accounts or changed banks.
Note: Often there will be only 1 amount on the return that represents more than one source document, i.e. a
1098 for your home mortgage interest and a second 1098 for your home equity line will usually be shown as
1 number. Be careful to include all the source documents.
include pdf files of the forms we, as preparers, need to keep on file to satisfy the IRS and state taxing
authorities. Filing instructions specifying your tax liabilities will also be included. You will need to print
these forms, sign them and fax them back to us before we will electronically file your return. You will also
need to have our fee paid by this time. There will be a button on your e-mail that will allow you to use
PAYPAL to pay by credit or debit card, should you so desire, or you can mail us a check. WE DO NOT
DEDUCT PREPARATION FEES FROM REFUNDS.
Once we have received payment, we will electronically file your return and after we have received an
acknowledgement back from the taxing authorities, we will send you our last e-mail which will include, as
an encrypted attachment, the government acknowledgements and a pdf file of your complete return. You
can then print a complete copy of your return at your location.