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Planning, Review & Preparation Electing Mark-to-Market Trading through an entity Trader definitions Tax information & news Discussion Board, F.A.Q., Futures, Benefit Plans & other info Search this site add text to search window		Copyright© 2015 Colin M. Cody, CPA and TraderStatus.com, LLC, All Rights Reserved.
		Optional use, may be helpful - for your personal 2014 form 1040 (the annual user IDs will only be issued through April 1, 2015, and may be used through October 15, 2015) The Tax Notebook is much more than just a web-based Tax Organizer - it helps ensure that you never overlook important tax data and it is easy to complete. After you click the link to the Tax Notebook, designed exclusively for you, answer all the applicable questions and fill-out the relevant sections of the Tax Notebook online. When your Tax Notebook is complete, you can choose to print a copy or save it as a PDF for your own records. You then submit your tax data to us with just a click of a button over the internet, or optionally you can mail a copy to us. Your information is secure and is not seen by anyone outside my office. These optional generic tax organizers are available: Generic Individual Tax Organizer Letter (31 page fillable PDF) Client Tax Organizer (5 page fillable PDF) Individual Income Tax Organizer (8 page PDF). Save either of these generic organizers to your computer, fill in, save your work, and then email or print and mail to us - or if you'd like The Tax Notebook, an interactive personalized organizer populated with your own 2013 data, ask to have it uploaded before March 31, 2015, and for a password to be sent to you. NOTE: Engagement Letter - Please read and sign before starting! Form 1040 data only! Separate Businesses Tax Returns - do not input any information regarding separate entities, such as your partnership, LLC, or corporation. Stocks - Do not enter more than about 5 sales of securities. More than that will need to be handled separately (please contact us to discuss). Depreciation - Do not enter in excess of about 5 depreciable assets. More than that needs to be handled separately. Vehicles and Real Estate - Please submit invoices and "HUD" closing statements for acquisitions or sales after 2011. contact us if you have any questions Returning clients, First click here to contact us to upload your personal Tax Notebook so that you can have access it over our secure data servers. Returning clients, once you have your user ID and your password, please click here to access your personal 2014 Tax Notebook. New Tax Clients, If you are a new or prospective client, we suggest that you contact us first to discuss your situation and submit a retainer fee before you begin. New clients, If you are a new or prospective client, and we have not assigned you a user ID and password, you may wish to click here to start your own Tax Notebook on our secure data servers. (See the New Client log-in and make up your own user ID and password).

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Last updated: January 09, 2015

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