Important Dates

Individual Tax Returns 

Individual Data Organizers Due to Jorstad, Inc. - Monday, March 11, 2013

Individual Tax Returns Due – Monday, April 15, 2013

Individual Extension Requests Due - All Available Tax Data Due - Monday, April 1, 2013

Extended Due Date Tuesday, October 15, 2013

Partnerships, LLC, Estate and Trust Tax Returns

Financial Data Due to Jorstad, Inc. - Monday, March 11, 2013

Extension Requests, All Available Tax Data Due - Monday, March 25, 2013

Federal and State Tax Returns Due Date - Monday, April 15, 2013

Extended Due Date - Monday, September 16, 2013

S Corporations & C Corporations

Financial Data Due to Jorstad, Inc. - Monday, February 18, 2013

Extension Requests - All Available Tax Data Due - Monday, February 25, 2013

Federal and State Tax Returns Due Date – Friday, March 15, 2013

New This Year

Organizers_, - You should have already received your 2012 organizer to assist you in the assembly and organization of your 2012 income tax return information. If you have not yet received your 2012 data organizer, please call our office and one will be mailed to you or we can e-mail you a PDF copy. Please complete this data organizer as thoroughly as possible. The better organized you are, the faster your income tax returns can be completed which, in turn, will reduce the preparation time and costs. We are planning to use CCH Prosystems to process your 2012 income tax returns. We have used CCH Prosystems services for off-site printing for over thirty years and we have been very pleased with their confidential and professional processing of returns.

Your 2012 income tax returns are due Monday, April 15, 2013. We can promise to have your returns completed and back to you by April 15, 2013 only if your organizer, tax information and engagement letters are in our office on or before Monday, March 11, 2013.

Appointments - This year our staff will not be inputting your tax data during the in-office appointments. We are asking you to send in your completed organizer a minimum of 2 weeks prior to your appointment. During the tax appointment Gaylene, John or Rado can review the preliminary tax returns with you, answer questions and ask you for additional information. Tim will be available during the latter part of the tax appointment to do planning for 2013 and answer questions that may have come up during your tax appointment. We know this is a change for some of you, but we feel it will eliminate errors that can occur during a data input session. Please call our office if you have any questions completing the organizer.

Completing an Organizer - Please review your organizer carefully. Cross out any items that are pre-printed, but no longer apply to you (children filing their own returns, bank accounts, etc.). If you receive W-2's, 1099's, brokerage statements, K-1's, clip them to the appropriate pages in the organizer. There is no need to rewrite this information. The organizer is a guide for you to gather the paperwork we will need to prepare the return.

E-Mail & Website - Jorstad Incorporated's website provides company information, financial tools such as loan amortization calculators, newsletters and other articles concerning financial and tax matters and a calendar of important due dates and deadlines. Please take a minute to tour our web site. All staff members have e-mail addresses which appear on the website. www.jorstad.com

Employees- Consistent with the 2011 tax filing season, John Kirk, CPA/MA Tax and Radoslav Simeonov, MBA along with Gaylene DeBisschop will handle the bulk of the income tax interviews and tax return preparation. Steve Miller, CPA continues to provide contract services to a number of our firm’s clients.

Kirstie has joined the firm in January 2013 and will be assisting with business management and income tax return services.

 
Extensions of Time to File-

We are happy to assist you in the preparation of your 2012 extension requests, if necessary. Because of the tax preparer liability associated with completing extension requests, we will not provide this service to our clients unless we have sufficient information to prepare a complete and accurate extension request in our possession by Monday, March 25, 2013. We encourage you to complete your organizer and, unless there has been a significant change from 2011, mail your completed organizer to the office, as soon as possible, especially if you are expecting a refund. If you have any questions regarding the completion of your organizer, please call our office for assistance. You may be called to review your tax information, as necessary, before your returns are finalized. Please send in your organizer if it is nearly complete except for missing partnership K-1 forms, etc. Please note in your organizer which forms are missing. If information in your organizer is no longer applicable, please line through it. If you are responsible for assembling information for partnership, corporation or trust income tax returns, please get this data to us on or before Monday, February 18, 2013. You should have received a data organizer for the trust income tax returns. (There is no such data organizer for corporate or partnership entities). . The following firm's hourly billing rates are effective January 1, 2013

Timothy J. Jorstad, CPA tim@jorstad.com $400. John H. Kirk, CPA john@jorstad.com $255. Radoslav Simeonov, MBA rados@jorstad.com $275. Steven P. Miller, CPA steve@jorstad.com $200. Gaylene DeBisschop, gay@jorstad.com $190. Nancy Mallonee, Manager Nancym@jorstad.com $275. Ratna Ross, Bookkeeper Ratna@jorstad.com $160. Liz Simpson, Bookkeeper Liz@jorstad.com $160. Deb Jorstad, Bookkeeper deb@jorstad.com $160. Nyree Hotchkiss, Office Manager Nyree@jorstad.com $160, Kirstie Feist, kirstie@jorstad.com $90. Administrative $160. We look forward to hearing from you soon.

Sincerely,

Timothy J. Jorstad