The 2022 tax season is upon us.
This year we have additional preparers to help you and the pressure from the PPP loans, PPP forgiveness, grants, unemployment, and major changes to the IRS code has lessened. We still, of course, anticipate being very busy.
Most clients we know your tax situation very well so dropping off or mailing your tax information is all we need to prepare your return.
If you have an exceptional situation which requires tax planning, call first and if a meeting is necessary, we will arrange a meeting.
Please complete your organizer as best as you can and call us if you have any questions.
We are billing extra for phone calls, compiling unorganized information, following up on missing information and research so, to keep your tax prep fee low, please:
- Complete the organizer as best as you can. Use the amounts from last year as a guide.
- Include all 1099’s W-2’s and other information.
- Wait to send everything at once. Please do not piecemeal your info to us as that could cause mistakes to be made.
Our goal is to make sure you do not pay Uncle Sam any more than necessary.
As a business owner, there are ways of presenting information, making judgments and using tax laws to lower your tax bill. We have the experience to make use of all the techniques that are available and we work very hard to keep your taxes low.
. . .our goal is to keep your taxes low. |
And we never forget to use our experience and judgment to keep you out of dangerous areas of tax law.
This year, Nick Kallas, Rakesh Patel, Carmen Harper and myself will be the primary preparers. Jim Humenik, Cathy Infantado, Dan Wilson, and Anthony Gawel will be preparing your business taxes.
You can help us and also keep your tax preparation cost down by answering the questions on the tax organizer as completely as possible. |
We will be offering again this year the option of receiving your tax returns via a private, secure web portal. You simply log on, review the return or print a copy at your convenience.
Whether you prefer an on-line version or a physical copy, you will have an opportunity to review the return. If everything looks good, you will sign a one-page authorization and mail it back to us with payment of fees. We then E-file your return.
No more need to rush to the Post Office on April 15 and your refund will get to you about 4 weeks quicker.
Please remember, the more organized your data, the less we have to charge. We charge extra for appointments, adding bills or organizing information, follow-up phone calls, missing data, tax advice or consultation, research, alternative calculations, re-running returns, adjusting estimated taxes or reviewing legal documents
