2007 Tax Organizers

M. BERGERON + CO. clients have become accustomed to receiving their tax organizers via the US Postal Service.  In an effort to get the organizers to you more quickly, we’ll be emailing you with the organizers this year.  Expect them in early to mid January 2008.

Simply print the forms we send to you, fill them in and include the completed organizer with all your tax reporting statements such as 1099’s, K-1’s, W-2’s, etc.  Get the packet to our office as soon as you can.

Even if you don’t fill in the organizer, it will show you amounts reported from the prior year, which will help jog your memory in trying to dig up and assemble the information needed to prepare an accurate return for you.

If you delete or lose the email from us, no problem, just email Amy and we’ll shoot another on to you, pronto!