 DISNEY ON ICE
FELD ENTERTAINMENT
RINGLING BROTHERS
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SITE UNDER CONSTRUCTION!!! WILL BE FINISHED BY OCT 30, 2010 CALL ELLEN @ 304-232-7975 WITH ANY QUESTIONS.
Welcome to Jackson Hewitt Tax Service.
For the past several years we have specialized in preparing tax returns for employees of
DOI-FELD ENTERTAINMENT-RINGLING BROS
Do to new tax regulations, we are forced to change how we process your tax returns. Please read ALL items deemed important.
Step 1: INSTRUCTIONS FOR SENDING INCOME TAX INFORMATION TO JACKSON HEWITT TAX SERVICE (IMPORTANT)
(Attach letters from Heather and Ellen here)
If you qualify to continue, please follow all steps listed below. Please be sure to read ALL information listed.
NEW FOR 2010-2011 TAX YEAR!!!
IRS LAW REQUIRES THAT YOU TO KEEP ALL RECEIPTS FOR ANY AND ALL EXPENSES BEING DEDUCTED ON YOUR TAX RETURN. I DIDN'T ASK TO SEE RECEIPTS IN THE PAST HOWEVER DO TO THE HIGH VOLUME OF AUDITS IN THE PAST 2 YEARS FOR THE TAX YEARS 2006-2007, I HAVE TO ASK THAT YOU SEND IN ALL RECEIPTS. I HAVE FOUND THAT MANY FELD-RINGLING EMPLOYEES HAVE LISTED DEDUCTIONS THAT THEY CANNOT PROVIDE A RECEIPT FOR. SO TO COVER YOU AND ME, I AM GOING TO REQUIRE THAT YOU INCLUDE ALL OF YOUR RECEIPTS WITH THE ALL THE OTHER PAPERWORK NEEDED TO START YOUR RETURN. I AM JUST AS RESPONSIBLE AS ALL OF YOU ARE FOR WHAT IS LISTED ON YOUR RETURNS. IN THE PAST I HAVE TRUSTED THAT YOU ALL HAVE THE DOCUMENTATION TO BACK UP YOUR DEDUCTIONS ONLY TO FIND THAT, WHEN THE TIME COMES, THERE IS NO EVIDENCE TO SUPPORT THE DEDUCTIONS ON YOUR RETURN. THE REASON BEING THAT YOU ALL TRAVEL EXTENSIVELY AND THINGS GET LOST, STOLEN OR MISPLACED OVER THE YEARS. BY SENDING YOUR RECEIPTS IN NOW, WE CAN BE ONE STEP AHEAD OF THE GAME. AS I SAID BEFORE WE ARE BOTH RESPONSIBLE FOR WHAT IS LISTED ON YOUR RETURN. IF YOUR RECEIPTS ARE NOT PROVIDED WITH YOUR INFORMATION, I WILL NOT USE THE DEDUCTION UNTIL THE RECEIPTS ARE PROVIDED. BANK STATEMENTS AND CREDIT CARD STATEMENTS ARE NO LONGER ACCEPTABLE AS PROOF OF YOUR DEDUCTIONS. THE IRS WILL ONLY ACCEPT RECEIPTS AS PROOF. YOU CAN EMAIL, FAX OR MAIL YOUR INFORMATION TO ME. PHONE NUMBERS, EMAIL AND PHYSICAL ADDRESSES ARE LISTED IN STEP 1. PLEASE LABEL YOUR RECEIPTS ACCORDING TO THE CATEGORIES LISTED ON YOUR EXPENSE SHEET LOCATED IN EITHER THE EASY WORKBOOK OR THE ADVANCED WORKBOOK. PLEASE SEE BELOW REGARDING HOW TO LABEL YOUR RECEIPTS. I WILL COPY ALL DOCUMENTATION (W2's, receipts, etc) AND RETURN THE ORIGINALS TO YOU UPON COMPLETION OF YOUR RETURN. COPIES OF ALL DOCUMENTATION WILL BE KEPT ON FILE FOR FUTURE USE. I REALIZE THIS IS EXTRA WORK ON YOUR PART AND THAT YOU ARE ON THE ROAD AND VERY BUSY, BUT THIS WILL CUT OUT ALL OF THE PANIC IF YOU ARE EVER AUDITED ON YOUR 2010 TAX RETURN. IT'S A LOT OF WORK ON MY PART AS WELL BUT TOGETHER WE CAN MAKE IT AS SEAMLESS AS POSSIBLE. IF YOU HAVE ANY QUESTIONS, PLEASE DON'T HESITATE TO CONTACT ME @ YOUR CONVENIENCE.
How to label your receipts:
Somewhere on your receipt, please write what the deduction is and how it was used for work purposes. If you have any questions, simply note what the expense was used for and I'll let you know if it's allowed or not. You will see different categories on your expense sheet, if you aren't sure what category the expense belongs in, please make a note somewhere on your expense sheet or a separate piece of paper and I'll make sure it goes where it should be.
THANK YOU FOR YOUR COOPERATION
ELLEN JACKSON BLAKE
STEP 2: GETTING STARTED
Fill out ALL paperwork in it's entirety!!!
Attach info here
STEP 3: WORKBOOKS NEEDED
Fill out ALL paperwork in it's entirety!!!
EASY WORKBOOK
Follow instructions above in Step 2: Getting started.
attach info here: personal questionnaire
check list
payment page
expense sheet.
ADVANCED WORKBOOK
Follow instructions above in Step 2: Getting Started
attach info here: personal questionnaire
check list
payment page
expense sheet
STEP 4: POWER OF ATTORNEY (POA) INSTRUCTIONS
attach here
POA (optional)
STEP 5: SELF EMPLOYMENT INFORMATION AND EXPENSE SHEET
Fill out ALL paperwork in it's entirety!!!
attach info sheet
expense sheet
STEP 6: RENTAL PROPERTY INFORMATION
Fill out ALL paperwork in it's entirety!!!
attach rental info
exp sheet
STEP 7: FIRST-TIME HOMEBUYER CREDIT
Fill out ALL paperwork in it's entirety!!!
attach info sheet
questionnaire
repayment info sheet
repayment questionnaire
STEP 8: REFER A FRIEND
You have a chance to get your tax return done for free.
IF YOU'RE EVER IN WHEELING, WV, AND YOUR STAYING AT THE MCCLURE HOUSE HOTEL, WE ARE DIRECTLY ACROSS THE STREET. STOP IN, I'D LOVE TO MEET YOU!!!!!!!!
ELLEN JACKSON BLAKE
If you have any questions, email Ellen at ellenj@jhltax.com
304-232-7975
304-232-7984 FAX
Jackson Hewitt Tax Service
1213 Market Steet
Wheeling, WV 26003
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