Dear Family, Friends and Clients:

By now you should have received an Engagement Proposal from our Team at KJ Tax. 

Some of you have valid concerns with the pricing structure and cost of your return still being "higher than expected".  We want to let you know that we get "why you would be considering these thoughts".

We have been told that Congress simplified the tax return.  In part, Congress did shorten the main form and most, if not all, thought there would be some relief to prepare taxes most Americans are required to file.

Interestingly, Congress and the media did not cover the 606 "summary" pages of changes that went along with the largest tax reform since 1986. Taxpayers can order a copy of the new tax code (17,686 pages) for $974 which is not available right now due to the Government shutdown.

To boot, many of our tax professional colleagues are throwing in the towel deciding not to provide tax return services due to the historic amount of change.  This has disrupted the qualified help considerably to competently and accurately file a tax return on your behalf.

Please keep in mind that since most individuals "think" they can not itemize deductions, tax professionals still need to consider the itemized deductions on several fronts.

Why?

Because many of us may still qualify to itemize and most states, including the Great State of Wisconsin, did not adopt federal changes.

Things to consider when doing your tax return.

State still allows the----

Property Tax Credit - Up to $300
Itemized Deduction Credit for Home Mortgage Interest
Itemized Deduction Credit for Charity
Itemized Deduction Credit for Medical

ALSO--

Subtractions for Social Security, Medical Insurance, Edvest, 35% exclusion for Long Term Capital Gains to name a few.

Our team is here to help you in making certain we are providing value that you can understand for you, your family and your businesses.

We train and work hard at our practice to assure you that we are looking to have you pay the least legal amount of tax possible and insure you against any major complication or altercation with taxing authorities.  

Our team is here to help.  We are grateful and thankful to have the opportunity to serve you.

We appreciate your business and trust.

Please reach out to any of our Team members if we can be of greater assistance 262-514-3800 x101.

Thank you.

Easy, convenient ways of getting your tax return information to us are

  • US Mail  KJ Tax 501 E. Main Street Waterford, WI 53185
  • Fax to KJ Tax 262-910-1117
  • Scan and Attach to https://app.securedrawer.com/#/login 
  • Secure Drop off Box 501 E Main Street, Waterford (Rear of building affixed to the flower Planter)

 

Once we receive your information, we will be preparing your return.  Please anticipate two weeks to complete your return.

Our tax preparation team will be reaching out to you and making certain that we have all of the information to make certain you are paying the least legal amount of tax possible. In every attempt we will be in touch with you via e-mail and phone with questions. Our reviewing team will review the return with you, go over your invoice, collect payment and forward for secure delivery and electronic filing.

Easy, convenient ways of delivery of your tax return:

Tax Return Review appointments will be taken upon request.


We appreciate your cooperation. We look forward to working with you.  Thank you.

Please click on the following links for important information in regards to your tax and accounting services with us.


BUSINESSES--Valued Business Clients, please CLICK HERE for the  2018Business Deduction Opportunities

All Clients, please visit 2018-2019 Newsletters for more information on what may affect you and your business this year.
 
KJ Tax Website  www.kjtaxcpa.com
 

  
Our mission is to be certain you are paying the least legal amount of tax possible, that our team provides value to you, your family and your business and that you are successful by your investment in us.


Did you know that we are experts in turn key accounting solutions such as QuickBooks, Payroll, Merchant Service and Bill.com?  Interested?  Please reach out to Jim Filicetti at 262-514-3800 x102.
Your business means the world to us.  Thank you. 
  
Sincerely,
 James N. Filicetti, CPA

Jim Filicetti, CPA

 

Tax Preparer

QuickBooks Advisor 

Payroll Specialist

Merchant Service

Bill.com Provider

 

Let us handle your bookkeeping so you can concentrate on what you love to do- Your Business.

 

"Maximize Opportunities"

"Maximize Efficiencies"

"Maximize Profits"

 

Core Offerings

QuickBooks

Payroll

Bill.com

Merchant Service

 

Relax, It's Handled.

 

 

Jim Filicetti

 

262-514-3800 

kjtax@kjtaxacct.com