Bradford Accounting & Tax Services

01/27/2022

1/27/22 Post: Additional Information may be needed for the 2021 Filing Season. You will need to know the amount of your 3rd Stimulus payment which you should have received in 2021 as well as any Advanced Child Tax Credit payments if you did choose to receive them. The easy way would be to bring in your Bank Statements showing the dates and amounts received.If you can't find them try calling your bank and ask for them to find them (be sure to get copies for your tax return) If that isn't possible, there is another way to receive this information, but it does take some time to set up.

If client will create an account with the IRS, they will be able to find documents for things like Economic Impact Payments and the Advanced Child Tax Credit payments.
1. Go to IRS.gov and select ' Your Online Account' which will take you to here: https://www.irs.gov/payments/your-online-account
2. Next select "Sign in to your Online Account'
3. At this point, you will need to determine if you have already created an account before. If you have not created an account and this is your first time, select 'Create a new account' using ID.me.
4. Once you have completed the setup, you will see a welcome screen that will summarize any tax due. From this screen, you can make payments, view payment options, and view payment activity. There is also section to view your records.
5. Select "View Tax Records' section
6. In this section, you can see a summary of your previous tax returns filed, view your advanced child tax credit payments, view your economic impact payment information for 2020 and 2021. You can also order your tax transcripts from this screen or set up an installment agreement.
7. There is also a section for 'Notices and Letters' and 'Authorizations' The 'Notices and Letters' section should summarize any letters received from the IRS. (you will be required to download the front and back of your current drivers lenience as well as scanning your face, which can be done with a smart phone). It takes a bit of time to do this but is very useful if you need any of these services.

You also can use your bank statements to find the amounts of 2021 stimulus and advanced child credit payments as well if that is all you need. It is necessary to have proof of these payments for your 2021 tax return, so please bring them with you for your appointment.

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01/23/2022

Jan 24, 2022 : I have not mailed postcards yet for this year. But I do want to let you know my office hours have changed from the past. The office will be open to the public "Mon-Tues-Wed 9am to 6pm" Closed to the public Thursday and Fridays so I can get returns done "Saturday open 10am to 11:30am ". Farm accounts appointments will be held on Saturday afternoons so some information can be entered in return while client is here and information is fresh on both of our minds. Return can be finished later. Please use my e-mail address for questions or appointments. When asking for an appointment on answering machine please give me a couple of dates that work for you so I can find an appointment for you before returning your call. Please make appointment as early as possible. Those with Stock reports usually can't be made until reports are received, which is later in March, so if you don't have stock reports please make an earlier appointment and save the later ones for them that do. Returns not wanting extensions needs to be made by the first of April. E-mail address to be used for questions and appointments: [email protected]

[email protected]

12/15/2019

Tax Time is almost upon us. Remember to make a folder for all your tax information forms you will be receiving by 1/30/20, then bring that folder to me on your appointment date. Looking forward to seeing you...