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  Copyright© 2012 Colin M. Cody, CPA and TraderStatus.com, LLC, All Rights Reserved.
 


Welcome back for your 2011/2012 tax return preparation and tax return planning !
Please click the links on this page to access my annual "Welcome Letter," an "Engagement Letter" and other information.


Welcome!
Overview for working on 2011 tax returns, Welcome Letter - click here (3 page PDF) to read.


Please read and sign before we start:
Engagement Letter - click here (3 page PDF) and IRS Disclosure and Use Consent Form - click here.  After reading and keeping a copy for yourself then
please provide your "agreement signature" by using the electronic form below or print, sign and return paper copies.  Please read the three new engagement letter paragraphs found at the bottom of page 1, regarding obligations for filing IRS forms: 1099, 5471, 8938 and 90-22.1.
 



Tax Tips:
and tax law changes for 2011/2012, click here to read
or tax law changes for 2010/2011, click here
or tax law changes for 2009/2010, click here
or tax law changes for 2008/2009, click here
or tax law changes for 2007/2008, click here


Assessment of Penalties - a word about what you need to know
regarding substantially increased federal and state penalties for the slightest issues and
new consent laws that restrict us from releasing your tax return data to others, such as your
banker or lawyer, until you first sign a IRS Disclosure and Use Consent Form, click here to read


Important IRS Tax Filing Deadlines
When you should expect your work to be done, when it is due, when payments are due, click here (3 page PDF).


Need an extension of time?
Brochure explaining going on extension, click here (2 page PDF) to read.  A list of reasons to go on extension.


Optional Organizer (for form 1040):

Client Tax Organizer (5 page PDF).    Individual Income Tax Organizer (8 page PDF).    2011 Income Tax Organizer (4 page PDF).    2011 Income Tax Organizer (4 page MS Word Document).    Save any one of these various general organizers to your computer, then fill them in, save your work and then email or print and mail to us - or if you'd like an interactive personalized organizer populated with your own 2010 data ask to have it uploaded before March 31, 2012, and for a password to be sent to you.



CPA Fee Payments:
If using a credit card to pay a bill or a retainer payment at this time, please use this link: payments


IRS Tax Payments:
Tax payments can be made via the internet using EFTPS please use this link: payments
Once you are on the IRS web site clink [login] then click [enroll].


Employers / Payroll Taxes:
Payroll taxes need to be paid electronically, click here to register

 

 
 


The new IRS use and disclosure regulations are found in Rev. Proc. 2008-35 and IRS Reg. §301.7216-3

Electronic "Signature" Submission

Inquiries

 

Name:
Your Company:
Address: (optional, please list if this is new)
City:   (optional, please list if this is new)
State:
Zip Code: (optional, please list if this is new)
Telephone:    ex: 123-456-7890

Type AGREED
to "sign" the engagement letter:
 
      ex: AGREED  /  NO THANKS (no services needed)

Type DISCLOSE
to "sign" the IRS Disclosure and Use Authorization Form:
 
      ex: DISCLOSE  /  NO THANKS (per new IRS regulations we cannot make any future disclosures to your banker, lawyer or other persons you might ask us to - unless you first authorize now, before the tax return is completed)

Type USE
to "sign" the IRS Disclosure and Use Authorization Form:
 
      ex: USE  /  NO THANKS (per new IRS regulations we cannot use your tax return information again after the tax return is completed to unless you authorize now, before the work is actually completed)

Date of Birth
(needed to verify this form)
 
   ex: 06-15-19x2
email address:
   
Tell us any special instructions regarding this year's engagement:
Press [Submit] to indicate your signature on the engagement letter  (Engagement Letter Link)
   
   
 
Note
, After pressing [Submit] you may press your [Back] key to return here and add/modify/correct your submission.
   
   

Colin M. Cody, CPA, CMA
TraderStatus.com LLC
6004 Main Street
Trumbull, Connecticut 06611-2400

(203) 268-7000


Last updated: January 29, 2012
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Copyright© 2012 Colin M. Cody, CPA and TraderStatus.com, LLC, All Rights Reserved