Tax Day is Monday, April 18th, 2022
Please complete the above CLIENT QUESTIONNAIRE upon upload, drop off, or mailing of your documents; or prior to your in-office appointments. New clients, please call the front desk to check availability. Thank you!
Covid Update: We are no longer requiring face masks or distancing in our office, please take precautions as you see fit. We are returning to our normal hour-long appointments in 2022, see link at right to schedule. Drop-offs, uploads, and mail-ins are still welcome as well.
Appointment Update: While we love children, please do not bring them to your tax appointment. We have limited space and time to meet with you. If your childcare falls through, please call us and we will be happy to reschedule your appointment.
18 January 2022: Filing Season Update:
The IRS has created a portal to retrieve your personal tax-related documents through ID.me. Many of you have set these accounts up to manage the Advanced Child Tax Credit (ACTC) last summer. In addition to the ACTC, ID.me will track refunds, credits (ACTC, EIP Payments), tax payments, return filings, as well as manage other government accounts such as Social Security and VA Benefits. ID.me will give you the ability to download/print your own IRS transcripts of past returns, past income statements like W2’s, 1099s, and interest paid and received.
Once set up, this can be an efficient tool. That said, be prepared for possible frustrations establishing the account as the process times to verify IDs can vary. ID.me will no longer require a selfie to set up accounts. The IRS will be issuing forms 6419 for ACTC Payments and 6475 for EIP payments by mail. If you do not receive these forms by mail, you can retrieve this information in your ID.me. We must have accurate information provided by forms 6419 and 6475 to file returns this year. Inaccurate information can result in delays of 10-12 weeks to process returns and refunds.
**You are not required to set up an ID.me account. This is an attempt by the IRS to streamline the process.**
If you are choosing to set up an account, use the link below to visit the IRS, ID.me account page. This link will take you to the page where you can sign in to an existing account or establish a new account. At the bottom of the linked page, the IRS has help topics posted to get you through the registration process. Use these links and associated helplines to establish the account, we do not have the capacity or ability to assist you in this process, so please do not call the office asking for help.
To set up an account or log in: ID.me.
In accordance with IRS guidelines, we will not accept any document attachments to regular email. Please use our “Secure Upload” link at the right side of this page to ensure your documents are sent safely.
This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client retention rate, and we are extremely proud of the high-quality services that our firm provides.
The Tax Cuts and Jobs Act is entering year four and due to the Covid-19 pandemic, there are many provisions from the many CARES Acts that could affect your 2021 tax filings. When you are ready to learn more about what we can do for you, we encourage you to contact us.
Thank you for visiting our website, we hope to hear from you soon!