November 20, 2016

Hello Friends,

The 2016 newsletter is here and full of important information so please read it over.

The biggest news is that the government changed the dates to file the financial aid forms. They moved them up to October 2016 from February 2017, this means they are all done before we hit tax season. If you or your child will be in college in August of 2017 and we have not prepared your FAFSA, please call the office immediately and Ellen will get it filed. Therefore, there are no Financial Aid appointments if February 2017.

Important Dates to remember
The last day to timely file a business return is September 15th
The last day to timely file a personal return is October 15th
Penalties and interest may be charged if the return is filed after these dates
Business returns are charged a late filing penalty of $195 per month per owner

If you miss the dates below and when you do call all appointments are filled, this penalty will be your responsibility to pay.

Schedule to follow for making your appointments for next year:

Businesses with Shari

Dec   5 – Dec 8

9am – 4pm

Online Only

Individuals with Ellen

Dec 12  – Dec 15

9am – 4pm

Online, Phone, Come by

Individuals with Shari

Jan   2 and on

9am – 4pm

Online, Phone, Come by

If you miss your above scheduled time please wait until Jan 3rd to call the office.

The 28 lucky winners from the picnic drawings can ignore the above schedule. Jennifer will be calling each of you to make your appointment before anyone else!

Stickers on the red postcard
     No Appt - Drop off your tax documents and Ellen will call you to finalize
     Two-Hour - You should schedule a 2-hour appointment instead of a 1-hour

Schedule enough time
     Anyone can make a 2-hour appointment if you feel you need more time
Kids and other family members each need their own appointments
If you receive K-1’s or have investments, make your appointment after March 15th

Appointments after April 15th
     We will file the extension forms
If you anticipate owing, you must let us know by April 5th

Things to review and send
     Confirm that your refunds were the amounts requested on your tax returns
Send us your last few pay stubs of the year
Mail or email originals or clear copies of your tax documents
Do not fax your tax documents

Payment due at appointment

     No return will be transmitted to the IRS until payment has been received


     Larger than normal returns that require more prep time will incur additional fees

Phone appointments

     You can change from an office visit to a phone appointment anytime, there will be an additional fee to cover the shipping charges


     Mom and I own several time shares, call or email me with your date(s) and desired destination(s). Plan ahead, we can reserve one year out and the sooner we make a request the better chance you will have of getting to your dream vacation!

NRA Classes

     If you would like to take a gun safety class give us a call. Rich is a licensed NRA instructor and is certified to teach Basic Pistol, Shotgun and Rifle along with the Personal Protection in the Home class (PPIH). The PPIH class is the required training class needed to apply for your Concealed Pistol License (CPL aka CCW).

We are looking forward to seeing you very soon, in the meantime, enjoy the holidays and may God bless you and yours.


Shari, Sue, Jen, Ellen, Rich and Teri