Tax Notes & Hints


Are you a NEW homebuyer?  Did you purchase a home in 2008 or 2009?  Are you looking for a home right now?
You may be eligible for a credit of up to $8000 on your 2008 or 2009 tax return.  This is a refundable credit.
So if you owe less than that amount you will get a refund. And depending on which credit you qualify for, you may not
have to pay anything back.  Questions, just check with me. I am ready to help you now!


If you know someone who needs a preparer, please give them my name. I will be more than happy to assist them.
Referrals from clients like you are compelling and always appreciated. Rest assured the individuals you refer will receive
the same quality service you receive from me.


If we missed you last year, please don't hesitate to call or email me and we can bring you up to date.



       
Tips on Choosing a Tax Preparer

       +  
Be cautious of tax preparers claiming they can obtain larger refunds than other preparers.

       
+  Avoid preparers who base their fee on a percentage of the refund.

       
+  Check credentials.  Only lawyers, certified public accountants and enrolled agents (that's me) can
             represent taxpayers before the IRS.

       
+  Find out if the preparer is affiliated with a professional organization that holds members to a code of
              ethics. (I belong to the NATP - National Association of Tax Practitioners)


Thank you!  Your business, faith and trust are sincerely appreciated.