Our Tax Preparation Offer Letter to
New Healthcare Clients Transitioning
From Residency:
January, 2010

Dear Medical Professional:

Scotese & Company is a full-service accounting firm specializing in income tax return preparation and planning for health care professionals.

As a physician transitioning from residency or fellowship, your situation is unique. You may have recently relocated to the area and would like to know what moving expenses are deductible. You may have purchased a new house or condominium and want to make sure that you claim all the tax benefits that go along with home ownership. You may have moonlighting income; you may have purchased a computer or medical equipment; or you may have work-related deductions such as books, dues, journals, licenses, conferences, examination fees, cell phone usage, and tuition or car expenses. For example, if you travel to multiple locations in the same day or to a location outside the metropolitan area, you should be able to deduct your car expenses (including lease payments, insurance, repairs, maintenance, and gasoline). Our experience serving health care professionals ensures that you will pay the lowest taxes allowed by law.

As a special introduction to our firm, we will prepare your federal income tax return and one state income tax return for only $125 (married filing jointly for $200).* Further, if you schedule an appointment for a date on or prior to February 27, 2010, we will give you a special discounted price of only $99 (married filing jointly for $175). In addition, we will e-file your federal and state returns and have any refund directly deposited into your bank account at no extra cost.

Our office is only 15-20 minutes from Center City Philadelphia and is easily accessible from Interstate 95 and the Pennsylvania Turnpike. [ See directions here ]

If you have any questions or would like to schedule an appointment to have your tax return prepared, please call me at 215 245 2240 or e-mail me here at rscotese@scoteselaw-cpa.com

Sincerely,

Robert Scotese, CPA

* Offer expires April 2, 2010. Offer only valid for new customers. Offer does not include home office, rental properties, numerous securities transactions, first-time homebuyer credit, discharge of qualified principal residence indebtedness, local tax returns, and business tax.

Our Tax Preparation Offer Letter to
New Resident Medical Doctor Clients

Januray, 2010

Dear Resident,

As a resident physician or fellow, your situation is unique. You may have moonlighting income; you may have purchased a computer or medical equipment; or you may have work-related deductions such as books, dues, journals, licenses, conferences, examination fees, cell phone charges, and tuition or car expenses. For example, if you travel to a temporary work location, to multiple locations on the same day, or to a location outside the metropolitan area, you should be able to deduct related car expenses (including lease payments, insurance, repairs, maintenance, and gasoline). Alternately, if you are a first-year resident and attended medical school for the first half of the year, you may be eligible to claim an education credit of up to $2,000. Our experience serving health care professionals ensures that you will pay the lowest taxes allowed by law.

Scotese & Company is a full-service accounting firm specializing in income tax return preparation and planning for health care professionals.

As a special introduction to our firm, we will prepare your federal income tax return and one state income tax return for only $125 (married filing jointly for $200).* Further, if you schedule an appointment for a date on or prior to February 27, 2010, we will give you a special discounted price of only $99 (married filing jointly for $175). In addition, we will e-file your federal and state returns and have any refund directly deposited into your bank account at no extra cost.

Our office is only 15-20 minutes from Center City Philadelphia and is easily accessible from Interstate 95 and the Pennsylvania Turnpike. [ See directions here ]

If you have any questions or would like to schedule an appointment to have your tax return prepared, please call me at 215 245 2240 or e-mail me here at rscotese@scoteselaw-cpa.com

Sincerely,

Robert Scotese, CPA

* Offer expires April 2, 2010. Offer only valid for new customers. Offer does not include home office, rental properties, numerous securities transactions, first-time homebuyer credit, discharge of qualified principal residence indebtedness, local tax returns, and business tax returns. Offer does not apply if you are required to file form 1040 NR.