Newsletter

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 couple of years, 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 15^th

• 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 15^th 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
• 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

2024 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