No Cost Refunds For athletes - Year End Tax Return Strategy

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Juliet Cunningham
3 years ago
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1 Hello Friends - Welcome to Tax Season 2013!! We hope you all had a great year, are looking forward to an even better 2014! On Our Website: You can upload your documents to a secure site Schedule an appointment Access your tax returns, other documents 24/7 Track your refund Fill out a tax organizer Read helpful articles Access interesting financial planning calculators Pay your bill online with credit card, check draft or PAYPAL Don t wait call today for an appointment or drop off your taxes today. PhasesAccounting.com Here s the GOOD news! When you trust PHASES ACCOUNTING AND TAX SERVICE, INC. to help you prepare electronically file your tax return this year, we promise to get YOU the BIGGEST FASTEST refund allowed. So no matter what your tax situation is or how many tax laws have changed that ll affect your life, PHASES promises your return will be correct! WE DON T CHARGE EXTRA FOR THAT!! And, if you re getting money back, we ll make sure it s the LARGEST possible refund (coming back the FASTEST way possible straight into your hs) as allowed by law! PHASES Tax Preparation Services are Even Better Than Ever!! Receive Special FREE ELECTRONIC FILING, FREE COLORADO STATE TAX RETURN with paid Federal Return. As always- you can walk right in have your taxes completed. There may be some wait associated with WALK-Ins, so this year, PHASES will be offering our NEW NO WAIT EXPRESS DROP OFF tax preparation service for those who are unable to wait in line the day they come into our office. This NEW NO WAIT EXPRESS DROP OFF Service will carry the same peace of mind accuracy guarantee as all the other tax returns we prepare. Also, (as usual), you can pre-set an appointment have your taxes prepared while you wait. Another HUGE BENEFIT for our customers this year will be the extra options you ll have using our NO MONEY PAID UP FRONT Electronic Filing Services. (And with all that EXTRA REFUND MONEY available this year from Uncle Sam, you can bet having all your fees come right out of your refund check will come in very hy!) PHASES is innovative. We have a new website up running it will give you more information, save you more time than anything you have ever seen. AT NO ADDITIONAL COST!!! You can even schedule your appointments ONLINE!!

2 WARNING: This year, help yourself help a friend. The IRS is targeting people just like you for audits this year. In fact they have hired over 8000 new auditors. If you are a Phases Accounting & Tax Service client, you will be able to SLEEP at night The greatest knowing compliment your taxes are you filed can give correctly, us is to refer that your haven t left any extra cash for Uncle Sam friends, to SUCK family, out co-workers, of your unsuspecting neighbors, gym pockets. buddies, You ll rest easy knowing some power hungry sports IRS friends, agent your isn t dentist, going to favorite show up restaurant on your doorstep owner, deming to see ALL of your tax records. property And, manager, your mind your will doctor, be free other of worry businesses knowing you that if you ever did get some TAX kind RETURN of letter from work the with, IRS, you ve the guy got down an excellent the street. tax professional ON YOUR SIDE to hle it. Just write your name at the bottom of the coupon, tear it off give it to them. Once they redeem their REIMBURSED! discount, we will reward you with a crisp NEW $20 bill, not The a check, greatest not compliment a voucher, but you COLD can HARD give us CASH!!!! is to refer your friends, For family, every co-workers, paid referral neighbors, we receive from We gym will buddies, treat your sports referrals friends, your treat dentist, you like favorite the restaurant owner, you we property will add manager, your name your to a drawing. superstars doctor, other you businesses are. you work with, the guy down the street. At the end of tax season one lucky Just write your name at the bottom of the coupon, tear it off winner We appreciate you look forward to meeting all give it to will them. have Once their they Personal tax fees those redeem near their discount, dear to you. we will reward you with a crisp NEW $20 bill, not completely a check, reimbursed not a voucher, but COLD HARD CASH!!!! so refer everyone you can think of! THIS YEAR, HELP YOURSELF AND HELP A FRIEND. We will treat your referrals treat you like the superstars you are. We appreciate you look forward to meeting all those near dear to you. GET YOUR PERSONAL COMPLETELY

3 WE ARE SO MUCH BETTER THAN THE BIG BOX STORES......(HRBlock, Jackson Hewitt, Liberty Tax) we aren t afraid to say so!! DON T WAIT- CALL TODAY Make your tax appointment before February 1st get a FREE GIFT 1) We are PAPERLESS Taxes info saved in CD on secure file server $5 DISCOUNT for no paper 2) FREE ELECTRONIC FILING ($25 value) Personal or Corporate 3) WEBSITE Access 24/7 from anywhere Automatic billing Automatic bill pay newsletter 4) RAPID REFUNDS REFUND ANTICIPATION LOANS Get your money is as little as 8 hours (if you qualify) 5) REFER A FRIEND program pays you $20 in CASH 6) We accept ALL COMPETITOR COUPONS (new clients only) 7) We now have 2 OFFICES TO SERVE YOU 8) FREE COLORADO STATE RETURN (with paid federal return) 9) NO need to WAIT EXPRESS DROP OFF TAX SERVICE 10) NEVER WORRY ABOUT TAXES AGAIN GUARANTEE 11) ONE DAY TAX SERVICE available for qualified people 12) COMPLETE PEACE OF MIND ACCURACY GUARANTEE 13) We are OPEN YEAR ROUND (with over 26 years in the local tax business) 14) We have always been VETERAN OWNED AND OPERATED 15) Free Three Year Review We will review your last 3 years taxes search for the most deductions 16) BIGGEST & FASTEST REFUNDS allowed by law

4 YOUR 2013 TAX CHECK LIST DON T LET THE IRS TAKE YOUR MONEY Here s a hy list of what you need to bring to your tax interview with Phases Accounting Wage Statements W2s/final pay stub Last years tax return (if you are a new client) Pensions, retirement income/ 1099R Interest dividend income/1099int 1099DIV Commissions/1099 Self employed business income expenses Lottery gambling winnings losses Social security or Unemployment income State refund amount from last year Income expenses from rentals Settlement statements from purchase or sale of property Medical dental expenses Real estate personal property taxes Auto/Boat/Motorcycles/ Camper vehicle registration Estimated taxes paid Cash non-cash charitable contributions Alimony paid or received Sales of stocks or bondsamount paid (basis) Mortgage or home equity loan paid/1098 Un-reimbursed employment related expenses Job related expenses Child care expenses provider name, address, EIN Social Security Cards dates of birth (new clients only) Drivers license (new clients only) Tuition statement for college Receipts for energy efficient hot water heater, furnace, windows, doors, roof or insulation Bank name, Routing number account number if direct deposit Start Filing on PhasesAccounting.com

5 WARNING: This year, help yourself help a friend. The IRS is targeting people just like you for audits this year. In fact they have hired over 8000 new auditors. If you are a Phases Accounting & Tax Service client, you will be able to SLEEP at night The greatest knowing compliment your taxes are you filed can give correctly, us is to refer that your haven t left any extra cash for Uncle Sam friends, to SUCK family, out co-workers, of your unsuspecting neighbors, gym pockets. buddies, You ll rest easy knowing some power hungry sports IRS friends, agent your isn t dentist, going to favorite show up restaurant on your doorstep owner, deming to see ALL of your tax records. property And, manager, your mind your will doctor, be free other of worry businesses knowing you that if you ever did get some TAX kind RETURN of letter from work the with, IRS, you ve the guy got down an excellent the street. tax professional ON YOUR SIDE to hle it. Just write your name at the bottom of the coupon, tear it off give it to them. Once they redeem their REIMBURSED! discount, we will reward you with a crisp NEW $20 bill, not The a check, greatest not compliment a voucher, but you COLD can HARD give us CASH!!!! is to refer your friends, For family, every co-workers, paid referral neighbors, we receive from We gym will buddies, treat your sports referrals friends, your treat dentist, you like favorite the restaurant owner, you we property will add manager, your name your to a drawing. superstars doctor, other you businesses are. you work with, the guy down the street. At the end of tax season one lucky Just write your name at the bottom of the coupon, tear it off winner We appreciate you look forward to meeting all give it to will them. have Once their they Personal tax fees those redeem near their discount, dear to you. we will reward you with a crisp NEW $20 bill, not completely a check, reimbursed not a voucher, but COLD HARD CASH!!!! so refer everyone you can think of! THIS YEAR, HELP YOURSELF AND HELP A FRIEND. We will treat your referrals treat you like the superstars you are. We appreciate you look forward to meeting all those near dear to you. GET YOUR PERSONAL COMPLETELY

Tax Preparation. Start now to make sure you have the right documentation and information to file a timely and accurate tax return.

Tax Preparation. Start now to make sure you have the right documentation and information to file a timely and accurate tax return. Tax Preparation Whether you plan to do your own tax returns or hire an accountant to do it for you, don t wait until the last minute to gather the necessary information. Start now to make sure you have