Tax Planning

Dear Client:

Knowledge is T.I.M.E. during tax time! At EB Tax Service, we define T.I.M.E. as Tax Information Managed Efficiently. We hope the information provided in this package and at our website (www.ebtax.net) will help you understand the importance of T.I.M.E. The following information will help you prepare for the tax season.

• INCOME AND EXPENSES: Keep all of your income statements and expenses that you receive, for the January, in a file folder. The folder(s) should be kept in a secure place. This will enable you to compare your monthly statements with those that you receive at the end of the year (e.g., pay stubs, investment information, bank statements, charitable contribution receipts, mortgage payments and other expenses). We suggest you use the EB Tax method for your record keeping by creating a booklet or folder with tabs for income, investments, home or condo information and expenses.
• TAX TIPS CALENDAR: In this calendar you can find helpful hints and dates for planning and keeping track of your personal and/or business expenses and filing deadlines.
• TAX TIPS CHECKLIST: For your convenience we have also enclosed our Tax Tips Checklist for your personal and/or business needs. Please use this checklist for gathering important tax information for the tax year.

You can always expect informative information and outstanding service for your individual tax needs. From all of us at EB Tax Service, we thank you for your patronage during the tax season and we look forward to serving you during the tax year thank you for your continued support!