Dear Friends,

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

A Letter From Dottie...2009

Word Files to download:
General tax questions in Word

PDF files to download:
Your general information
General tax questions: page 1
General tax questions: page 2
Federal, state, local est. taxes paid
Other expenses (schedule E)
Travel, meals & entertainment, etc.

Tax Organizers ('09), PDF Format:
Real Estate Rentals & Royalties
Self-Employed Businesses, pg 1
Self-Employed Businesses, pg 2
Farm Income & Expenses, pg 1
Farm Income & Expenses, pg 2
Farm Rental Inc. & Exp, page 1
Farm Rental Inc. & Exp, page 2
Real Estate Rentals & Royalities
Sale of Stocks, Bonds, Real Estate & Other Non-Business Assets
Vehicle Information (schedule C)
Farm Vehicle Information