2011 Tax Organizers

It's the holiday package that nobody really wants to open.  Yes, it is almost time for your tax organizer to arrive at a mailbox near you …or not.  Before you get your hopes up, let me explain.  This year, we have the ability to e-mail you your tax organizer. Unfortunately, it cannot be filled out online.  You will need to print it and fill it out manually. You can return it to us with the back up information either by snail mail or scan and e-mail. 

If you want your organizer e-mailed this year, please send an e mail to Peggy: peggy@lkbenson.com, from the e-mail address you would like us to use.  We will be mailing organizers the first week of January, so let us know as soon as possible if you want your organizer via e-mail. If we don’t hear from you by Monday, December 19th we will mail it as we have in the past.

Also, a friendly reminder:  please check the banking information that we have on file for you as you gather your tax information.  We want to make sure that we have the correct account and routing numbers for electronic tax payments as well as tax deposits.  Please do not assume that we have your current information.  Send us a copy of a check from the account that you wish to use.  If you don't tell us, we won't know. 

And yes, there's still time to request a year-end tax projection.  Contact us for questions on how to get started.

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