12/27/2024
Book Your Tax Appointment Today!
I’m happy to announce that
Platinum Tax Pros Inc. start accepting appointments January 2, 2025 and will operate Monday to Friday, 10am to 7pm and Saturday 10am-3pm. Sunday Closed!!
Click Below book your appointment as due to the high volume of clients, and my dedication to providing you all with the highest quality service, accepting walk ins - & drop off service
TAX FILING FORMS: To prepare for the upcoming season, ensure that ALL of your employers from 2025 have your CURRENT mailing address ASAP to avoid any delays in getting your forms in the mail. Many employers now also offer an online portal for the W2, so check this as well, as those usually post by mid-January giving you a head start on the mail system. You may also receive forms from any College/University you may have attended, banks for mortgage and interest, 1099-Ks from any merchant service including CASHAPP, Venmo etc. so be sure to update these addresses as well or find out how to access them online.
https://go.thryv.com/v/platinumtaxpros/files/y1kdajwna8evbep4/download
SELF EMPLOYED: Remember the IRS has changed so much over the last couple of years, and this year more than ever they are auditing small business owners for proof of income AND expenses. Be sure to have your LLC/Corp Documents, EIN with the IRS, business bank account statements and/or income ledgers and proof of expenses ready to provide to your tax preparer. I have had a lot of my small business owners tell me they used cash app/venmo to collect funds, which is fine as these institutions will now be sending out a Form 1099-K to anyone that "collected" more than $600.
TAX ADVANCES & REFERRAL FEES: Tax advances will begin January 2, 2025 and are UP TO $7,000 (please note this amount is solely approved by the bank and has nothing to do with your tax preparer). With this being said, please also keep in mind that when you file for an advance, we CANNOT MAKE CHANGES TO THE RETURN LATER, unless you file an amendment which takes UP TO 12 months to process. So get all your documents together before you file to ensure you are getting the maximum refund due to you.
2024 was the first year Platinum Tax Pros Inc. offered referral fees for NEW clients, and I would like to continue this program. Any NEW client that is referred to my office that has a tax return submitted, ACCEPTED & FUNDED by the IRS, will receive a payout of $50. I WILL NOT BE ABLE TO ISSUE THESE FUNDS VIA CASH APP; ONLY DEBIT CARDS WILL BE USED TO PAY REFERRAL FEES!! Please also note that I have made a small adjustment to the qualifications in that the tax preparation fee charged, must be no less than $150 for your to receive the referral fee.
THANK YOU SO MUCH FOR YOUR CONTINUED SUPPORT AND TRUST IN MY ABILITIES YEAR AFTER YEAR. should you need me prior to January; as always I can be reached at 314-594-4498 or email and I look forward to seeing you in the new year! HAPPY HOLIDAYS & HAPPY NEW YEAR