Dear Friends,
Wishes for a Blessed, Healthy and Happy New Year. Color for 2025 –Yellow – We are looking forward to
Sunny Days and a Great Tax Season!
SIGN, SIGN, SIGN all documents where required, and ANSWER ALL questions on the questionnaire you
choose. Your Tax Return preparation and filing may be delayed and you may incur additional fees for additional
preparation time if you do not supply all information where required:
- Engagement Letters – including new letter for Foreign Income & Asset matters
- Questionnaires – One lengthy, one shorter. Choose the one that best fits your situation for filing
the best possible return. Whichever one you choose, answer ALL questions and SIGN the page. - SYSTEMIZERS
▪ PAGES 1, 3, 4 if applicable – READ BEFORE YOU SIGN, Print your Name. If banking
info is the same as it was in 2024, write “SAME”, plus last four #’s of the account.
Otherwise, complete that section with the new information.
▪ OTHER PAGES – Only if needed. OR you can use your own worksheets - Additional News and information about matters of tax importance, including the One Big
Beautiful Bill Act (OBBBA).