George V Famiglio Jr & Associates

Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. By taking the time to confirm you have all of your source documents-or at least discover what you need to attain-you ensure the accuracy of your return, and minimize your expense.

As your Financial Advisors, there are times we need to use terminology that is common to our field. You may have noticed that when one of these terms is used on Famiglio.com, it is explained when you move your mouse over the word. An informational return that reports Merchant Card and Third Party Network Payments to the IRS.

Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. By taking the time to confirm you have all of your source documents-or at least discover what you need to attain-you ensure the accuracy of your return, and minimize your expense.

Skip added hassle by doing things the right way-the first time. Here is a listing of frequently asked questions, and solutions to common difficulties other clients have had. Quicken is another beast entirely, and quite frankly small businesses should skip it and move directly to QuickBooks. That said, for those of you who haven't migrated yet, its better not to send us a backup file - instead contact us and we'll walk you through it.