The Latest Newsletter From The Tax Authority, P.C.

November 13, 2025

Hello to our clients and friends,

I hope this year’s newsletter finds everyone anticipating a wonderful Thanksgiving and the beginning of another holiday season.

For the 2026 filing season we are needing to reduce the number of individual clients we serve.  We have been working above capacity for years and have been trying to hire another tax preparer but just can’t find one.  For this reason, Ellen’s calendar will not have as many available slots after April 15th as in the past and once they are full that is it.  If you are unable to schedule an appointment you will need to find another preparer.  This is a very difficult decision, but it is the correct decision for the company.  When you find another preparer, do let us know if we can assist in any way to make the transition as smooth as possible.

Please take a few minutes to review the important information below on when to schedule your appointment for the upcoming tax season.

Remember that everyone needs to schedule an appointment.  There will be NO Drop Off’s, everyone needs to have an appointment to get their tax return completed.  Review the dates below for your first opportunity to make an appointment.

 

FAFSA

The 2026-27 FAFSA filing season is open, so if you or your child will be attending college between July 1, 2026 and June 30, 2027, Ellen will be calling you soon to file the FAFSA forms.

 

Scheduling

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            Watch for an email coming soon with updated information  

 

Individuals with Ellen              December 8th 9am – December 11th 4pm

                                                Online, Phone, Come by

 

Trusts with Shari                     December 15th 9am – December 18th 4pm  

                                                Phone or Come by only    No Online

 

Individuals with Shari              January 2nd 9am – January 5th 4pm                       

Online, Phone or Come by Jan 2nd or Jan 5th

 

If you miss your above scheduled time please wait until January 6th to call the office.

 

Schedule enough time

Most individual returns need a one-hour appointment. If you desire other returns, in addition to yours, they will need an additional appointment.  For example, if you have one or two kids that you claim as your dependents, you should schedule a two-hour appointment.  If you have grown kids or other family members that you do not claim as dependents, they need to schedule their own separate one-hour appointment.  Feel free to call the office right away if you have questions on how many hours you should schedule.

 

Types of Appointments

Scheduled Phone Appt - Stay home and we will do your return with you over the phone. If you have a home computer, we can also share our screen and you'll feel like you are in the office with us. 

 

Not only have many clients enjoyed this relaxing option in the past, it has also been a benefit when clients need to find additional paperwork, or if the stairs in our office are a problem for them.

 

Scheduled Office Visit - This is for those who prefer to come into the office.

 

Phone appointments

If you schedule an office visit, you can change to a phone appointment at any time; a shipping fee will be added for delivering completed documents to you if not picked up within 2 weeks. 

 

February Appointments

If you have stock investments, investment accounts, or you receive K-1’s, please schedule your appointment in the latter part of March or April, as you most likely will not have your tax information until mid-March.

 

Appointments after April 15th

  • We will file the extension form for all scheduled appointments.
  • If you anticipate owing:
    • you must have your documents here before April 1st.
    • You must also add a note that says “Look At” so we know to review it for a possible payment due with your April 15th extension.

 

Things to review and documents to send:

NOTE:  All your tax information must be in our office two weeks before your appointment, if not, we may need to reschedule you to later in the year.

 

  • Confirm that your refunds were the amounts requested on last year’s returns
  • Send us your last few pay stubs of the year, W-2’s, banking, unemployment and mortgage documents—To properly reduce your tax liability pay stubs are critical if you were paid overtime!
  • Ask your financial advisor how to give us online access to your tax documents
  • Send annual statements for all your IRA’s

 

How to send your tax documents

  • Please send ALL your tax documents at one time, every time we need to add documents to your file your fee will increase
  • Send your documents electronically using our secure online portal—call the office to have a portal link emailed to you, the link is not on our website
  • Please send documents as pdf’s NOT jpeg’s
  • Please avoid sending pics from your cell as they are difficult for us to process
  • Do not attach documents to an email this puts your confidential information at risk
  • If you prefer to use the mail, then send original or clear copies of your tax documents, when sending copies please copy only one document to a page
  • Do NOT fax your tax documents

 

Fees

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

 

Payment due at completion

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

 

2025 tax return due dates for returns on extension

Business returns--September 15th

Trust returns--September 30th

Individual returns--October 15th

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

 

THE TAX AUTHORITY, P.C. & STAFF

Shari, Sue, Jen, Ellen and Rich