If you are already a client of My Concierge LLC this page is for you.

Here you may find helpful forms to download and my favorite links.

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A little about:

Patricia “Patty”. Sepety has owned a consulting business, My Concierge LLC,  since 2010. She provides virtual, on-site and office management & bookkeeping assistance to small business owners, seniors and singles.

Before going into business, Patty was personal assistant to two internationally known businessmen.  Other prior work includes the non-profit Children’s Museum of Richmond where she was Accounting & Technology Coordinator.  She has worked for 3 lawyers as a legal assistant and for 8 engineers as a draftsman.  Patty is retired from the engineering department of Verizon.  Her other non-profit experience includes serving on the Board as President of Eastern Henrico FISH, a faith-based charity. She has also done volunteer elementary school tutoring for the YMCA in Henrico, VA. Patty has been a Notary Public for over 20 years.

Patty’s education includes a private school in Bangkok, St. Mary’s College of MD and Blackbaud Accounting for Non-Profits as well as CLE legal classes. She is skilled in QuickBooks, Excel, MSWord, PowerPoint and Square/Weebly POS.

Patty is married, has 2 grown children and 2 granddaughters. She loves living the quiet lifestyle of the Eastern Shore of Virginia.

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Forms and Documents:

For new clients with complicated ongoing needs and those who require my long distance help:

2017 Engagement Agreement

A lesson and ideas on where to put all that paper: (includes mail OPT OUT Info):

ORGANIZING PAPERS 101

What to get out of debt?  Make the decision. Then list and contact those who need to know.  Here is a sample template letter to help you start:

good faith letter

What should you bring to the tax preparer? Many thanks to my tax guy for keeping it simple and creating this list for me instead of the big booklet most are sending out:

Tax appointment bring list

Frequently Requested Government Forms:

My Concierge LLC is not a CPA firm or tax preparation company, but will help you gather tax documents for your tax professional.  Below are some helpful forms.

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When someone asks for your tax payer ID, here is the form (check for most current version at IRS.gov :

fw9

IRS 1040 Schedule A:  The IRS dropped this page, but this is a good list to review for possible deductions. The link below may give you an idea of what you might deduct;  however, each year that may change so ask your tax professional.  You may find more current version at IRS.gov

f1040sa schedule A deductions

IRS 1040 Schedule C is for business deductions.  Subject to change so check for more current version at IRS.gov

f1040sc 1040 Sch C business deductions

Required Virginia Forms for Employees:

http://www.vec.virginia.gov/employers/Required-Posters-for-Virginia-Employers