Steffen & Associates, LLC

06/20/2023

Vote for your favorite businesses. You’ll find us in 2 places; under “Accounting” and under “Tax Preparation”. Vote daily for your local businesses.

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06/18/2023

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01/06/2023

Call to schedule your appointment 641-844-0310.

01/06/2023

Reminder for those making quarterly tax payments:

Last quarterly payment for 2022 is due on January 17, 2023

01/06/2023

Tax credit reminder:

Some tax credits return to 2019 levels. This means that affected taxpayers will likely receive a significantly smaller refund compared with the previous tax year. Changes include amounts for the Child Tax Credit (CTC), Earned Income Tax Credit (EITC) and Child and Dependent Care Credit.

Those who got $3,600 per dependent in 2021 for the CTC will, if eligible, get $2,000 for the 2022 tax year.
For the EITC, eligible taxpayers with no children who received roughly $1,500 in 2021 will now get $500 in 2022.
The Child and Dependent Care Credit returns to a maximum of $2,100 in 2022 instead of $8,000 in 2021.

01/06/2023

We are excited and looking forward to it!
Time to Gather & Organize you records.

Organized tax records make preparing a complete and accurate tax return easier. It helps you avoid errors that lead to processing delays that slow your refund and may also help you find overlooked deductions or credits.

Forms W-2 from your employer(s)

Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividends, pension, annuity or retirement plan distributions

Form 1099-K, 1099-MISC, W-2 or other income statement if you worked in the gig economy

Form 1099-INT if you were paid interest

Other income documents and records of digital asset transactions

Form 1095-A, Health Insurance Marketplace Statement, to reconcile advance payments or claims Premium Tax Credits for 2022 Marketplace coverage

IRS or other agency letters

CP01A Notice with your new Identity Protection PIN

Notify the IRS if your address changes and notify the Social Security Administration of a legal name change.

Remember, most income is taxable. This includes:

unemployment income,
interest received,
income from the gig economy, and
digital assets.

06/23/2022

Make sure you get your votes in. We are honored to be nominated. We love and appreciate each and every one of our customers. 22 years of joy have gone by, we now are meeting with fine young adults who we celebrated their birth years ago with their parents as clients. We have so many generational clients. You’re all family to us. You’ve all made this journey wonderful.

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06/14/2022

Cast your ballot daily though June 24.

04/27/2022

Make sure your favorites are in this year's Best of the Best readers' choice awards.

03/03/2022

https://www.cbsnews.com/amp/news/tax-refund-when-get-irs-returns-2022-02-25/

The IRS already faces a huge backlog of unprocessed returns, creating challenges as the new tax season begins.

02/18/2021

Just a quick reminder: This year things are a wee little different in our happy office.

In order to keep our community safe & healthy, we will not be doing walk-ins this year. Our preparers are by appointment only. We also ask that you only bring 1 person with you.

We are open 7 days a week.

We also cannot fully staff our office and also maintain social distancing so we are operating with minimal staff so please be patient when scheduling your appointments. You may have to wait a few days to get it.

We are accepting tax drop-offs throughout the day. If this is more convenient for you, it usually lessens your wait time.

Schedule your appointment by calling 641-844-0310