The Latest Newsletter From The Tax Authority, P.C.
November 14, 2019
I hope if you are reading this on the website you have noticed the new look. I want to thank Restyle Marketing, LLC for the redesign and the increased speed which will make the appointment process a bit easier this year.
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 2020. 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 9th 9am – December 12th 4pm||Online Only|
|Trusts with Shari||December 9th 9am – December 12th 4pm||Online Only|
|Individuals with Ellen||December 16th 9am – December 19th 4pm||Online, Phone, Come by|
|Individuals with Shari||January 2nd 9am – January 3rd 4pm||Online, Phone, Come by|
If you miss your above scheduled time please wait until January 6th to call the office.
If you or your child will be in college in August of 2020 and Ellen has not yet called you to file the FAFSA forms, please call the office to let us know.
If you have stock investments, investment accounts 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 a sticker on your postcard that says Drop Off, you do not need a scheduled appointment, you are to simply get your tax documents to us by March 15th 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.
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.
Business returns must be filed by September 15th
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
Ask your financial advisor how to give us access to print your tax 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
You can change from an office visit to a phone appointment anytime, there will be an additional shipping fee for delivering documents to you.
Make A Wish
In July I will be participating in my 4th Make A Wish Michigan 3-day fundraising event. I have a goal of $500 in pledges, if you would like to help me support this wonderful organization click on my link: https://tinyurl.com/r7bxwub
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.
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.