Professional Tax Service, Inc.

TO OUR CLIENTS:

As this year is coming to an end, we hope you had a very successful and enjoyable year. The new tax season is here and we are prepared to offer you the same excellent and high standards of service you have received in the past.

You will find several forms in the Forms & Worksheet link which help you in organizing your tax records. The completion of these forms will also help us to expedite the preparation of your tax return.

It is your responsibility to maintain, in your records, the documentation necessary to support the figures used in preparing your tax returns, including, but not limited to the auto, travel, entertainment and related expenses and the required documents to support charitable contributions over $500. If you have any questions as to the type of records required, please ask us for advice.

It is also your responsibility to carefully examine and approve your completed tax returns before signing the e-file authorization forms. We are not responsible for the disallowance of doubtful deductions or inadequately supported documentation, nor for resulting taxes, penalties and interest.

Please call us at 909-882-2000 (or our toll-free number 1-800-299-5292) for an appointment, or if you prefer, you may mail your tax materials to us. Call now for an early appointment even if you have not received all of your tax documents. No tax interviews, appointments, mail-ins, or drop-offs will be scheduled after March 31st due to the time needed to process all returns electronically. If you need an extension, please contact our office. Extensions will not be filed automatically.

When your return is filed electronically, you have the option of having your refund mailed to you or deposited directly into your bank account. It's faster and safer if you have your refund deposited directly to your bank account-in as few as 10 days.

We are pleased to have you as a client and look forward to serving you again this year.

Sincerely,

Samantha & Frank