Instant-Ready  TAX REPORTER...

W
ith the Instant-Ready Tax Reporter you do not need to know a thing about bookkeeping! Just record tax deductible items on the very simple form each month, tuck your receipts and cancelled checks in the handy envelope opposite, and carry the totals forward. It’s easier than balancing a checkbook!

When tax time comes, all you or your tax professional have to do is
copy a few figures onto your return. You’ll pay less tax, because you’ve remembered all those little items that count up so fast! It's rewarding -- almost fun!

Store away the whole book (and contents) as a
complete
permanent record in case the IRS should ever question your tax returns.

NO other record-keeping system has all these features:

  • Records show deductible expenses

  • Log income other than salary

  • Spacious envelopes to hold monthly receipts

  • Helpful tips to encourage good record-keeping

  • Track investment transactions

  • Cash receipt forms

  • Record partial dependent accounts

  • "To date" totals by account


Instant-Ready MED-XPENSE RECORD BOOK...

Medicare clients find that keeping track of claims and settlements can be baffling...... a paperwork jungle! Your MED-XPENSE RECORD BOOK makes the process simple and easy!  It helps you keep track of claim dates, allowances and payments for each charge, payments to medical suppliers -- even possible income tax deductions!

If you carry insurance to supplement Medicare, Med-Expense stores those records, too, in the handy envelopes! Precise, easy-to-follow instructions are provided. There's even space for a quick reference directory of names, addresses, policies and phone numbers to save time and effort in claim follow-up.

The step by step guide allows you to:

  • Help file Medicare and "Med-Plus" insurance claims

  • Prevent overlooking claims and assists in your
    follow-up for settlement

  • Compute tax-deductible portions of medical charges
    and provide an individual record of each transaction

 

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Phone: 941-351-6565 ° Fax: 941-351-6566 ° 4400 Independence Court ° Sarasota, Florida 34234-4727