Get The Coupon !!
John Littel EA
1052 Main Street - on the Green
Branford, CT 06405
(203) 481-0468
JLTAX.com
To our clients:
PRINT THIS LETTER (CLICK YOUR PRINT BUTTON) AND CLIP THE COUPON AT THE END
Another tax season is upon us. We love the excitement of this season and most of all to see our clients again. We feel seeing you and catching up is the "jewel" of our business. This welcome back letter is longer than usual because of the many new things happening this year.
FLASH!!! ........ FLASH!!! ........ FLASH!!! ........ FLASH!!! ........ FLASH!!! ........ FLASH!!! ........
My colleague Barbara Eismeier is now an Enrolled Agent (EA). This is a designation given by the IRS after passing a rigorous examination and an extensive background check. She may now represent taxpayers be fore the IRS. For more detail on what an Enrolled Agent is, check out our website jltax.com for a complete description.
Congratulations Barbara
Postcard
If you made out an appointment card last year it will be coming in a few days. Tear off the bottom portion and send it back as a confirmation. If you do not receive the pre-scheduled appointment please call to make one. We will try to give you a reminder call a few days before your appointment. If you would like a second call the day before your appointment please note it on your card.
Electronic filing
We have offered electronic filing for those who requested it for 18 years. This year we plan to file almost everybody electronically. This is free for those returns we prepare. We anticipate raising our fees slightly to cover this cost. We will offer the capability of our fees being taken automatically from your refund if you want this service. The IRS is requesting, but not yet mandating us, to file electronically as many as returns as possible.
Website
If you haven't checked out our award winning website JLTAX.COM (my initials, tax,.com) make a note to do that. It is packed with information! There are money saving ideas you can use right away, a tax organizer, free newsletter, free reports and a special place for our clients to display pictures of your children, grandchildren etc. for your friends. Imagine you are talking to your friend who says, "I would like to see a picture of the new baby" and you can respond "You can. My accountant puts them on his website for us." When you come in for your appointment bring those pictures.
Many clients have come to us who want to start a business. Their initial question is what do I have to do for taxes? I invite you to come in for my "I am going to start a business conference". The conference is free since it is a part of your service and we talk about the taxes but I also look at the whole picture. We go over income, deductions, taxes, employees, Quickbooks (we are Quickbooks certified) and marketing. I make suggestions for inexpensive marketing techniques. However, the one that is free, is a display of your business on my website. Go to the website and see the examples.
For 3 years I have wanted a website that is not an advertisement for me but a useful and profitable place for my clients. Check out www.JLTAX.COM
Checklist
Our usual checklist is included in this letter. If you want a personal organizer please call the office and we will send one out.
Look forward to seeing you soon.
Yours truly,
John Littel EA
To our clients
Since you are part of our family of tax clients, you want to tell your friends, neighbors and coworkers about our service. Well, not only do I want to thank you in advance for spreading the word about our tax business, but I want to help the process along, too!
As our client, you're eligible to participate in our "Refer-A-Friend" Program. Our referral program is simple and we even offer CASH MONEY as an incentive!
I will give you a clean,
crisp $20 bill for every NEW
CLIENT you send our way!
That's right! We'll put an extra $20 bucks in cash in your pocket for every NEW person you send us that becomes a NEW client. Actually, you probably already have a few people in mind that you want to talk to. That's great!
Here's what you need to tell them. If they are interested, and they were NOT our customer last year, all you have to do is fill out one of the "Refer-A-Friend" slips with your name, address, etc. (and make sure they add their name) and send them down to our tax office.
If your friend uses our tax services this year, we'll send you $20 cash. (If three of your friends use us, you'll get $60 bucks!) IT'S that SIMPLE! Plus, to make this offer a good deal for everyone, we'll even give your friend an incentive to choose our service, too!
New Referrals Receive $20 OFF
(Preparation)
For choosing us!
Yes, you heard me right. Not only will we give will $20 CASH for getting your friend to use our tax services this year, but we'll give them $20 OFF our fees as well.
Why are we giving your friend $20 OFF our tax return fees? Well, the main reason is so they will show up at our office and use our tax services. Why is that important?
SO YOU'LL GET PAID! (That's why it's important to make sure your friend brings one of these referral slips with them when they FIRST come into our office. WE WILL BE UNABLE TO PAY YOU $20 CASH OR GIVE THEM A $20 DISCOUNT IF YOUR FRIEND COMES IN WITH THE REFER-RAL SLIP AFTER THEIR INITIAL VISIT.)
If you have any questions about our "Refer-A-Friend" Program, just ask someone in our office when you are getting your taxes done. Or, if you want to call ahead and speak to someone over the phone about it, please call (203) 481-0468
Sincerely,
John Littel
TOP 10 Reasons for Choosing JOHN LITTEL Again This Tax Season!
SAME Day Tax Preparation (on most returns)
FREE Electronic Filing (with paid tax preparation)
ONE Day Refund Anticipation Loans (for qualified clients)
"No Wait EXPRESS Drop Off" Service (2 day turn around)
BIGGEST and FASTEST refunds allowed by the IRS - GUARANTEED!
WEBSITE--- JLTAX.COM with plenty of extra money saving ideas
"NO MONEY UP FRONT" electronic filing services
"Never-Worry-About Your Taxes Again" ACCURACY GUARANTEE!
NO appointment necessary (just come in when you're ready but you may have to wait)
$20 Refer- A -Friend Program
Checklist
What to bring to your Tax Preparation Appointment
1. W-2's
2. Record of other income (1099's)
-interest and dividends from savings accounts, money
markets, mutual funds, stocks, bonds etc.
-non-employee compensation, unemployment compensation
3. Copy of the purchase and sale of stocks, bonds and
mutual funds. Your cost of items sold.
4. Business income and expenses
5. Rental property income and expenses
6. Copies of K-1's (Partnership , S-Corporations and Estates)
7. Pensions received and/or IRA contributions made.
8. Itemized deductions
-medical expenses
-state income taxes
-real estate taxes
-personal property (auto) taxes
-interest on residential mortgage
-interest on other loans, separated
-contributions- cash and non-cash
-casualty losses
-tax preparation fee for tax return
-safety deposit box fee
-employee business expenses, unreimbursed travel,
-entertainment, meals, auto expense & miles, etc.
-moving expenses
9. Child care expense (including provider's number) & college expense
10. Your children and dependents social security numbers
11. Federal and State tax forms mailed to you
12. House sale closing papers for purchase and sale of old
residence, purchase of new residence and improvements
to residence
13. Any other income, deductions, questions or concerns
that you have.
To save time and tax preparation expense, please summarize
items above where possible.
Print this coupon!!!!!!!!!!!!!!!!!!! CUT THIS COUPON HERE AND GIVE IT TO A FRIEND
___________________________________________________
Your Name____________________________ Phone___________ Address________________________________________________
City State Zip__________________________________________
Your friends Name_______________________________________
You will recieve $20 for the referal and your friend will recieve $20 OFF
)
Not good with any other offer
Rember Same day service Express Dropoff - FREE Electronic filing
CALL JOHN LITTEL 1052 Main Branford 481-0468
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