Danvers, MA CPA | Vesey & Weeks PC



***** IMPORTANT: PLEASE READ*****Please read and check off the following items that must be included with your 2019 tax information. Your return WILL BE DELAYED if we are missing the following information:2019 Federal and Massachusetts estimated payments made:FederalDateMassachusettsDate1st Quarter (due 4/15/19)$________________________$________________________2nd Quarter (due 6/17/19)$________________________$________________________3rd Quarter (due 9/16/19)$________________________$________________________4th Quarter (due 1/15/20)$________________________$________________________Cost Basis of all Stocks that you sold - including the original purchase price and date of each sale. If you received a Form 1099-B, please make sure the cost basis was provided and if not, contact your financial advisor for the information before submitting your information to us.Health Insurance Information – Form 1099HC, 1095A, B or C – which include the insurance carrier name, federal ID#, and subscriber number for each taxpayer. If you received a 1095-A (Health Insurance Marketplace Statement), you MUST submit that form.Business Vehicle Mileage – please list your total mileage and total business mileage.Signed Engagement Letter - your return cannot be E-filed without this letter verifying that the information you submitted is correct.Did you add any Energy Efficient Property to your home? If so, please list the property and cost. EXTENSIONS: IF SUBMITTING TAX DOCUMENTATIONS AFTER MARCH 15th AND PRIOR TO APRIL 1st PLEASE CHECK OFF HOW YOU WANT YOUR EXTENSION HANDLED (please see client letter for additional extension processing information):Please process a $0 extension – I do not anticipate owing or I do not have money to send in with an extension. I understand there is an extension processing fee associated with filing an extension.I would like to have Vesey & Weeks estimate an extension payment and provide voucher(s) to submit with payment that will be due prior to the April 15th deadline. I understand there is an extension processing fee associated with entering my data and filing an extension.Please Note: When you file an extension, it is an extension to file, not an extension to pay any taxes due with your 2019 return. Payment for taxes due must be postmarked by April 15th, if not you may incur penalties and interest.reminder: all Payments are due when services are rendered. **I would like my tax return e-mailed to me instead of a paper copy**-238760021590E-mail address (Please print legibly) ____________________________________Signature for consent to e-mail_______________________________________ ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download