Many Happy Returns

04/10/2020

The IRS just posted information on how "non-filers" can send in their information in order to receive the Economic Impact Payments that will soon be sent out. Please follow the guidelines and requirements on who can file their information. Hope everyone stays safe & healthy!

Fillable Forms

04/01/2020

Just want to let everyone out there now with all the new tax programs and incentives there are That many new scammers out there as well!!!... Do not fall prey to anyone calling you and asking you for information such as tax returns and other confidential and private details or banking information.

03/24/2020

Please be advised that due to the continued Covid-19 outbreak I have taken additional care and caution as requested by the CDC. I am still preparing tax returns but am trying to minimize face to face appointments when able to. I realize not everyone is computer savvy but I will be sending more signature forms and files through my secure portal, Verifyle. Very easy to use to upload & / or download files. For those that need to see me in my office I will space out appointments to allow time to clean & sanitize all work space and doorways to further protect my clients...& myself - I do not want to get sick either. We all must continue to wash our hands often, keep pocket size sanitizer's with us if possible! Please do not come to an appointment if you are feeling sick in anyway... I can always reschedule your time. Being Safe & Staying Healthy should be everyone's main concern at this time. We must all be Preventative to stop the spread of this disease. Thank you for your patience & understanding at this difficult time, we are all navigating in never before seen situations.

03/19/2020

Since the news of Covid-19 Corona virus has begun and continues to evolve we all must be diligent and careful when it comes to our own well being and that of others. In this ever changing " new world environment" My office continues to serve my tax clients with great care taken to sanitize my office both inside and doorways leading in each morning and after each client. I also accept emailed files for those who chose not to travel. I do ask if you are not feeling well or have been near to someone who has had some symptoms related to the Virus to please re-schedule your appointment or email your documents through my secure Verifyle portal.
I realize this is a very difficult time for all, we must try our best to remain calm & considerate of others as each of us have our own very different lifestyle issues to deal with. Hopefully this pandemic will start to lessen, maybe a treatment or vaccine developed and allow us to get back to the business of living our lives. Wishing all a safe and healthy time till we get back to normal.

01/15/2020

It's that time of year again, but being prepared for the tax season will keep you from being stressed out!
For Individuals:
Due to the tax code changes in 2018 most families will not need to save up as many receipts to itemize as the standard deduction offers a much better deduction. You will still need to wait for your W-2's, any 1099's , (pensions, unemployement, stock portfolios, etc), student tuition, childcare expenses, and any other miscellaneous forms you may be expecting.
Now is the best time to schedule an appointment to have your tax work prepared, usually following the end of January, as everyone will be calling at the same time calling early for an appointment will assure you of having your taxes done earlier than later & hopefully to receive a refund!

Businesses:
As a reminder to anyone that has a Corporation, Partnership or S-Corp.... You're filing due date is March 15th, you will be considered late if you file after that time, if necessary file for an extension prior to or by the 15th of March. If necessary if there is the possibility of tax due (C-Corps ) it should be sent in with the extension request as the extension does not prevent failure to pay penalties if there is a tax due.
Time is of the essence to get appointments for your tax work to be completed in a timely manner, call as soon as possible to schedule your appointment.

10/14/2019

Might be a federal holiday today but I'm working on taxes for last minute clients...

09/29/2019

As October 1st will be here on Tuesday, I have to think 'where did the summer go so fast!!"....
Autumn and holiday seasons are approaching quickly as is the final extension deadline of October 15th... There is still time to get your taxes filed but please do not wait any longer - call to schedule an appointment as soon as... possible.