Happy New Year, Friends!
We hope you are doing well and are healthy. Please note, Larry@letlarrydoit.com has changed. You can delete that address from your contacts and add our new email:
LetLarryDoItTaxes@yahoo.com
Now, on the good stuff.
YES, Marcio is continuing to prepare taxes as he has done for you for several years. He will be happy to continue to do so.
I'm transitioning out of the workforce, so I'm calling myself a Sr. Advisor. I will be assisting Marcio. If you have issues sending your documents electronically, you can still give me your paper documents and I will scan them for you and get them to Marcio.
So YES, we can happily do your taxes.
The Big White Envelope
2024 UPDATE
What’s new for 2023 tax returns?
Things to remember from recent tax law changes
Note: No more charitable tax break if you don’t itemize deductions on your return.
Ready, Set, Go!
As usual, we need all that mail that says Important Tax Document Enclosed. You can create a Word document and add a list of new babies, SSNs, charitable donations, (we’ll see if we can claim those), change of address, new homes, new bank account information, other pertinent tidbits, and return it to me. You can send me scans of your W2s, 1099s, pdfs, and other information by secure email. Then, go to www.letlarrydoit.com, click “Secure File Exchange” on the upper right hand part of the home page, and follow the prompts to upload your stuff securely. Include a list of your charitable donations, medical expenses (if significant, since the threshold is 7.5% of your income).
DO NOT SEND SENSITIVE INFORMATION OR FORMS THAT SHOW YOUR SSN THROUGH REGULAR E-MAIL
AND NOW. . . Here are the Virtual Big White Envelope easy operating instructions:
Plan A: Get your documents from sources online (employer’s payroll site, mortgage bank’s site, etc.), then transmit them securely through the website (see above). Good-quality pictures are welcome. Make sure that all the information is visible and readable.
Plan B: Fax to 202 517 9163. You can fax documents as they arrive; there’s no need to wait until you have ‘everything’, giving us a chance to get started (and finished) earlier.
Plan C: For the Digitally Challenged, call Larry for an appointment to bring your docs in person.
Here are some sample fees:
Normal 1040, Schedules A, B (Itemized Deductions, Interest, and Dividends, Form 6251 (Alternative Minimum Tax) and One State return $595
Capital Gains (Schedule D) $35 and up
Dependent-care schedule $45
Small Business (Schedule C) $95 and up
Foreign Earned Income Exclusion $125
Real Estate Rental Properties (Sch E and Depreciation) $145/unit
Additional (part-year) state return $35-45
eFile FREE
Other schedules, weird things, or disproportionate time spent $150/hr.
Back By Unpopular Demand: SURGE PRICING! There are only 34 working days from Mar 15th to April 18th. Sending Docs after March 15 can add additional charges to your return. The earlier you get stuff to us, the better off all of us will be. Your refund will come faster, too. So what's keeping you from sending your docs early enough to avoid the surcharge?
We appreciate your trust you have placed in us, and look forward to working with you again..
Talk to you soon.
Many Thanks,
Larry and Marcio
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