anthony m. donini, cpa, pa · anthony m. donini, cpa, pa 1623 us hwy 1 suite b-4 sebastian, fl...

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Anthony M. Donini, CPA, PA 1623 US Hwy 1 Suite B-4 Sebastian, FL 32958 (772) 388-3301 [email protected] MARY AAAADOE 123 MAIN ST SEBASTIAN, FL 32958 Dear MARY: December 17, 2018 Greetings and Happy New Year! We are pleased to be of service to you once again. Below is a summary list of items we will need to prepare your 2018 income tax return. Please try to be as thorough as possible . This will keep preparation time down by eliminating e-mails and telephone calls for missing information. Please provide us with all pages of the following: - Form(s) W-2 (wages, etc.) - Form(s) 1099 (interest, dividends, etc.) - Form(s) 1095 (A), (B) or (C) Health Insurance.This is very important. - Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.) - Form(s) 1098 (mortgage interest) and property tax statements - Brokerage statements - Closing statements pertaining to all real estate transactions - All other supporting documents (receipts,schedules, checkbooks, etc.) - Any tax notices received from the IRS or other taxing authorities Please make every effort to submit your requested documentation as soon as possible but no later than Friday, March 22, 2019. If you cannot complete it by this date, we will be happy to file an extension for you. Please be aware, however, that any tax due must be paid by April 15, 2019 to avoid penalties. Please e-mail or call us if you need further assistance. Sincerely, Anthony M. Donini CPA

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Page 1: Anthony M. Donini, CPA, PA · Anthony M. Donini, CPA, PA 1623 US Hwy 1 Suite B-4 Sebastian, FL 32958 (772) 388-3301 info@doninicpa.com MARY AAAADOE 123 MAIN ST SEBASTIAN, FL 32958

Anthony M. Donini, CPA, PA1623 US Hwy 1 Suite B-4

Sebastian, FL 32958(772) 388-3301

[email protected]

MARY AAAADOE123 MAIN STSEBASTIAN, FL 32958

Dear MARY: December 17, 2018

Greetings and Happy New Year! We are pleased to be of service to you onceagain. Below is a summary list of items we will need to prepare your 2018income tax return. Please try to be as thorough as possible. This will keeppreparation time down by eliminating e-mails and telephone calls for missinginformation.

Please provide us with all pages of the following:

- Form(s) W-2 (wages, etc.)- Form(s) 1099 (interest, dividends, etc.)- Form(s) 1095 (A), (B) or (C) Health Insurance.This is very important.- Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)- Form(s) 1098 (mortgage interest) and property tax statements- Brokerage statements- Closing statements pertaining to all real estate transactions- All other supporting documents (receipts,schedules, checkbooks, etc.)- Any tax notices received from the IRS or other taxing authorities

Please make every effort to submit your requested documentation as soon aspossible but no later than Friday, March 22, 2019. If you cannot complete it bythis date, we will be happy to file an extension for you. Please be aware,however, that any tax due must be paid by April 15, 2019 to avoid penalties.

Please e-mail or call us if you need further assistance.

Sincerely,

Anthony M. Donini CPA