Jeff Burum CPA, MBA, LLC
Final Review Checklist

First off, let me thank you for allowing us to complete your taxes for 2009. Jeff Burum, CPA, MBA, MA, IAR has over 22 years of tax experience; Jeff also is/has been an instructor of accounting and income tax at Regis University and Colorado Tech University. He is also a licensed, independent, investment advisor representative, (dba Professional Financial Planning, Inc) brokered through The Leaders Group, Inc,/TLG Advisors Inc., member FINRA/SIPC, capable of handling all of your financial planning needs. See our website at www.jeffburum.com

We can save you taxes and time through email correspondence and E-Filing, and quickly get your refund by direct deposit!

Please review all of the following personal information to verify it is correct:

1. Names of dependents or qualified relatives*, birthdays, and SSNs
2. Current addresses, phone numbers, emails, checking account and routing numbers (for direct deposit)
3. IRA/Roth contributions. Ensure you are keeping track of your basis in your IRAs and any non-qualified stocks you may have. The new Roth conversions are available in 2010 for 2010 and 2011, coordinate with us on conversion amounts
4. Information for any credits/deductions for earned income credit, child tax credit, dependent care, expanded education credits, retirement contributions/start-up, charities, expanded energy savings, health savings accounts, hybrid vehicles, expanded business, new home, etc.
5. Vehicle registration cards (property tax deduction) AND information on any acquired vehicles (sales tax deduction). Different for new and used vehicles
6. Any employee expenses for the home office, vehicles, education, uniforms, etc
7. Any federal or CO estimated tax payments amounts and dates paid.
8. Please review all W-2s and 1099s, etc to ensure they are correct, and make any changes to W-4s for 2010.
9. Any other information that is new or may have changed from the previous tax year that may affect income taxes (ck copy of last year’s tax records). Be sure to check your employee handbook annually for pre-tax benefit opportunities
10. Think of tax season as your time to review your current financial situation and to make changes now for the upcoming year. Keep a copy of your taxes for 7years

Due to increasing IRS regulations on tax preparers, you should be sure to check the accuracy and completeness of the information on the tax return as we have to rely upon your information and you will be responsible for any liabilities related to your omissions and errors. Also, please note, we cannot give your information to anyone else but you can definitely give your pdf copy of the tax return to any third party you need to; do not ask us to give your return to any third party as we are prohibited from doing so. Congress has mandated efiling returns which can be very efficient, however, neither the IRS nor we can guarantee 100% security; both have taken reasonable security precautions though and you should do your best to protect your security/privacy as well.

Please understand we are under a heavy workload with short government suspense’s, so we appreciate your answering any questions we have and making an appointment within 24-48 hours of a draft of your taxes to come in and pick up your documents, sign e-filing documents, and to pay your invoice. This will save you time and money!!