|Dear Friends & Colleagues,
Hope you are all enjoying these last days of summer, although here in the northeast many of us feel that it is just beginning.With the end of summer comes that "clean notebook" approach to life. We think it's a great time to begin to get your financial house in order. Take time to organize all of your receipts, bank statements and other documents that you'll need when tax time rolls around . You'll be glad you did.And back by popular demand, we are again offering our Quickbooks II class. You can join us in our Woburn office for a small, highly interactive, hands-on QB training that will teach you everything you need to know in order to get the most out of this powerful software. The cost is just $249. Fall classes are forming now so call or email us for more information.
And don't forget-- our certified pain relief is always just a phone call away!
As always, give me a call with any questions you may have! All the best,
|CA Brandt Goes Green: Our Offices Institute Comprehensive "Green Practices" Policy
All tax returns, taxpayer
documents, audit, review and compilation working papers and reports are now
being stored in an electronic filing cabinet.
Documents going back as far as 2006 have all been scanned and are now
stored in the electronic file cabinet.
With the exception of the very
small number of states that are not yet set up to accept electronically filed
income tax returns, all tax returns prepared by CA Brandt are submitted to the
Internal Revenue Service and State Taxing Authorities electronically.
Clients of CA Brandt now have
the option of submitting their tax information via an electronic Tax
Notebook. The Notebook walks the client
through the various types of information they need to submit, poses pertinent
questions, and allows them to key in their information. We are then able to create a tax return from
this tax notebook through an interface with our tax preparation software.
It is the firm's practice to
provide clients with a copy of their tax returns and/or financial statements
that we prepare. We will still provide
paper copies to those who request them but electronic copies are available and
will be sent to all who do not request paper.
Faxes are now being sent and
received directly to and from our desktop computers. No more feeding documents into the fax only
to find out that what was received at the other end was illegible.
A quarterly newsletter is now
being sent to all those in our electronic database. We have procedures in place to ensure that we
obtain an email address for every client and business associate of the
We're proud to lead the way in establishing ecologically-sound best practices for professional service firms such as ours!
Have any other ideas? We'd love to hear them! Email us!
About Us .....
At CA Brandt, we know how difficult financial management for the small business owner can be. After all, you didn't start your business because you loved accounting, right?
Time and time again, we've been able to take the headache out of business and tax planning, as well as a host of other financial challenges that keep you awake at night. That's why we call our services "Certified Financial Pain Management" because at CA Brandt, we take the pain of financial management and planning away, so that you can get back to the real business at hand.
12 Alfred Street, Suite 330
Woburn, MA 01801
777 Concord Avenue
Cambridge, MA 02138
50 South Main Street
Haverhill, MA 01835
Fax: Fax 978.521.4081
What is the most common mistake people make when hiring a financial advisor?
The tax laws are constantly changing and tax professionals are
also subject to various federal and state regulations. It is important to find someone who is
experienced, trustworthy and someone you are comfortable with. Below are some of the questions you might ask:
What licenses or designations do you have?
How long have you been in the tax business?
What tax issues do you specialize in?
Do you have the knowledge and experience to handle my tax situation?
What are your fees?
Do you outsource any of your work? Do you perform the work personally? If not, what is the review process? Who signs the returns?
How long, approximately, will it take to finish my taxes?
What's Your Question? Email me at firstname.lastname@example.org!