Taxes are on the mind. Next steps: Get organized, submit information, pay your tax prep fees/review your client copies, then we’ll e-file them on your behalf.

 

Tax season is in full swing in my office and I’m prepared for your documents, are you?  The IRS will begin accepting returns at the end of January, the 29th to be exact so if your going to be ready let’s get started.  The filing deadline is April 17th 2018.

 

As your Documents arrive store them in a safe place, altogether.  Think about your life last year.  Did you have 1 job, or change jobs multiple times. Did you withdraw money from your 401k or retirement plan, or make contributions separately from what is taken out of your paycheck.  Did you go to college or make payments to your student loans. Did you have a baby or get married. All of these items and then some can have an impact on the documents you are waiting on before you can file.   Please, wait for and have all documents before you submit.  You cannot use your last paycheck stubs to file.

 

When you submit your documents for preparation, plan on making an initial retainer payment of $50.00 using the Authorization-Form-Credit-Card-One-Time-Payment.  This pre payment will be deducted from the final balance due which is generally between $150 – $250.  We provide certain low income (generally  full time students aged 18-22) and elderly (65+) people with lower rates on a case by case bases.

 


 

The IRS is requesting updated Power of Attorney forms (2848).  Ill be adding this form to this years’ filing.

 

Yay, tax time!!!!

 

 

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