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NEW INFORMATION:
Do You Owe Money to the IRS?
For Students with Summer Jobs

GOOD INFORMATION:
Top Ten Tax Tips
Is It Taxable or Non-Taxable?
Earned Income Tax Credit
Help for the Unemployed Taxpayer
What to do if Your Name Changes
Social Security Bemefits Taxable?
First -Time Homebuyer Credit
Where's My Refund?
What to do if You are Missing a W-2
Deducting Medical/Dental Expenses
Bartering and Small Businesses
Get Your Prior Year Tax Info
e-File For FREE!
Two Tax Credits for Higher Ed
How to Determine Your Filing Status
Dependents and Exemptions
Do I Have to File a Tax Return?
The American Opportunity Tax Credit
About Making Charitable Donations
Nonbusiness Energy Property Credit
About Keeping Good Records
If You Receive an IRS Notice
The Difference Between Employees and Independent Contractors

IRS Circular 230 Notice: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.

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Updated on February 22, 2011
Updates will continue in the following weeks and months as we approach tax deadlines!

DOTTIE LUALDI: is a tax accountant for individuals and small businesses, including S, LLC
and C-Corporations. Her experience with accounting and tax preparation exceeds 20 years. She is currently
accepting new clients and will work with them via the internet and from her office in Bellaire, Michigan.
Clients can contact her by phone/fax: 231-533-5533
email: dottie@taxdot.net
or mail: Dottie Lualdi
3171 Shumaker
Bellaire, MI 49615.

LINKS: Links at the left will take you to useful information and some of the links will take you to forms to download and print using the free
Adobe Acrobat Reader.

If your computer does not have the free Acrobat Reader, you can get it here. At this site, you can choose the version of Acrobat Reader you want to download. (Most people find that Acrobat Reader 5.0, at 8.4 MB, compared to Acrobat Reader 9.0 at 33.4 MB, is a smaller download and a recent enough version to handle most files available on the internet)

The Tax Organizer will help you get your information and paperwork ready. After downloading and printing the pages, enter your personal/business information to start the tax or accounting process. You can mail your info to us or bring it to your appointment.
"General Information, pages 1-3," can be used as a check-list to gather tax information in preparation for the tax or accounting process. Self-employed, businesses, rental properties, etc. can use the
Tax Organizer pages 1-7. Please print the forms which pertain to your situation. Then fill them out and bring or mail them to us.

Returning clients need to send 2010 information only.New clients should gather tax information from previous years and bring it to our first meeting.

Even if you do not itemize deductions, you may be able to deduct property taxes paid. Also, for those anticipating a Homestead Property Tax Credit, please gather both the property taxes PAID and ASSESSED in 2010.

Please contact Dottie by phone: 231-533-5533
or email: dottie@taxdot.net with any questions.