Merry Christmas and Happy Holidays!
It's official! I want to let everyone know.....I have moved! Currently, (December 15th) we have over 2 feet of snow on the ground and more expected!! I love it! It looks like a postcard out here! I'll admit, the clearing of the drive and not being able to walk in the woods and meadows is a bummer, but it looks and feels very "Christmas-y" here!
I may have moved, but I have not retired, and I am looking forward to another tax year with all of you. Rose and I have several ways to work on your 2009 tax year:
1. By telephone: 231-533-5533.
2. By mail: or mail: Dottie Lualdi, 3171 Shumaker, Bellaire, MI 49615. Several out of state clients have already sent tax information through the mail. I need a copy of any tax documents you have received (such as W-2's,1099's, etc) and data you have compiled concerning tax deductions, etc. (I do not need receipts, invoices, etc.- just your list.)
3. By e-mail: many clients use email. I can ask and answer questions, receive scanned documents, or use email along with regular mail for further tax information.
4. By fax: 231-533-5533
5. By drop-off: Rose will accept tax information at her residence in the North end of Richmond. Please call her to make arrangements at 586-727-1776 or 810-543-0004.
6. And person-to-person: call me (231-533-5533) for the dates I will be in your area and we can make an appointment
If you would like a Tax Organizer, print the forms you need from the homepage of this website, or call me and I will mail or fax what you need.
Also: May I ask you for feedback? Either by phone, mail or email? Let me know if the website is helping and how I can make it better? Let me know if you have any problems with taxes, etc. Let me hear from you? Remember, I am snowed in and LONELY! Just kidding, but I would love to hear from all of you!
I hope your holidays are Happy and your New Year BLESSED.
Sincerely,
Dottie Lualdi
dottie@taxdot.net
231-533-5533
Dottie Lualdi
3171 Shumaker
Bellaire, MI 49615
