November 19, 2018

This year’s newsletter is full of information so please take the time to read through it.



If your ticket was pulled at the picnic back in September you will be called by Jennifer to choose an appointment date in 2019. For everyone else here is the schedule for making your appointment.


Online scheduling can be done anytime within the dates listed, if you prefer to call or come by the office we are available 9am – 4pm to assist you


Businesses with Shari   December 3rd 9am – December 6th 4pm     Online Only


Trusts with Shari           December 3rd 9am – December 6th 4pm      Online Only


Individuals with Ellen     December 10th 9am – December 13th 4pm  Online, Phone, Come by


Individuals with Shari     January 2nd 9am – January 4th 4pm              Online, Phone, Come by


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



If you or your child will be in college in August of 2019 and Ellen has not yet called you to file the FAFSA forms, please call the office to let us know.


February Appointments

If you have stock investments or you receive K-1’s please DO NOT make an appointment in February as you most likely will not have your tax information until mid-March.


Types of Appointments

Drop Off - If you have been told you do not need a scheduled appointment you are to simply get your tax documents to us by April 1st and Ellen will call you to finalize.


Scheduled Phone Appt - Stay home and do your return over the phone and if you have a home computer we can share our desktop with you so you can see our screen and feel like you are in the office.


Scheduled Office Visit - This is everyone else.


IMPORTANT: The new tax law has almost doubled the standard deduction for both individuals and married joint returns. When we review your return we may call you to advise that the new larger standard deduction is beneficial to you. At that time, if you like we can finalize your return and eliminate your scheduled appointment.


Schedule enough time

Your return will need an hour appointment. If you are bringing other returns in addition to yours we need extra time. If your red postcard has a 2-hour sticker on it then we think you need two hours instead of just one. Feel free to call the office right away to discuss how many hours you should schedule.


Due Dates

Business returns must be filed by September 16th

Trusts must be filed by September 30th

Individuals must be filed by October 15th


Appointments after April 15th

We will file the extension forms for all scheduled appointments

If you anticipate owing, you must let us know by April 1st


Things to review and documents to send: Do NOT fax your tax documents

Confirm that your refunds were the amounts requested on last year’s returns

Send us your last few pay stubs of the year, W2, banking, investment, and mortgage documents

Mail or email original or clear copies of your tax documents. One document to a page

Contact us if you would like to use our new secure online document transfer portal.

Payment due at completion

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). We can put vacations on a wait list 14 months ahead and reserve 11 months ahead so the sooner you let us know the better the chance of getting the destination you desire.


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