2022 Tax Letter

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It’s tax season….again.

We are working towards making it tax season easier for everyone. Starting January be sure to save any and all tax documents received regarding these and any other tax related items. So now is the time to begin your tax preparation. This letter will guide you through the process to make getting your taxes filed as painless as possible. Please submit your information as early as possible. A tax organizer can be used to remind you of the information needed and to allow you time to organize. (Let us know and we can e-mail one to you.)  Be sure to note any changes over the prior year to your address, marital status, number of dependents, job changes, etc. If you are a new client we will need your prior year tax return also. 

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BUSINESS TAX RETURN DEADLINE

The tax filing deadline this year for Partnership (Form 1065) and S-Corp (Form 1120-S) returns, without extension, is March 15, 2023. C-Corp (Form 1120) returns are due April 17th, 2022 without extension. We recommend that you compile your information and once all documents have been received, submit it to us as soon as possible. We process returns on a “first-come, first-served” basis. In order to have your return completed before March 15th, please submit your tax information to us no later than February 23rd, 2023. If your information is received after February 23rd, your return may be extended and filed after March 15th. Rushed returns can be arranged for an additional fee.

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PERSONAL TAX RETURN DEADLINE

The tax filing deadline this year for personal returns (Form 1040), without extension, is April 17th, 2023. We recommend that you compile your information and once all documents have been received, submit it to us as soon as possible. We process returns on a “first-come, first-served” basis. In order to have your return completed before April 18th, please submit your tax information to us no later than March 25th, 2023. If your information is received after March 25th, your return may be extended and filed after April 15th. Rushed returns can be arranged for an additional fee.

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NON-PROFIT TAX RETURN DEADLINE

The tax filing deadline this year for non-profit returns (Form 990), without extension, is May 15th, 2023. We recommend that you compile your information and once all documents have been received, submit it to us as soon as possible. We process returns on a “first-come, first-served” basis. In order to have your return completed before May 15th, please submit your tax information to us no later than April 25th, 2023. If your information is received after April 25th, your return may be extended and filed after May 15th. Rushed returns can be arranged for an additional fee.

2023 TAX SEASON APPOINTMENTS

If you do not need to meet with me, you may submit your documents directly to our office or through our share file.  If you do not have access to the client portal or need reminded of your login, please let our team know and we’ll get you the link to upload your tax support documents for preparation.  Information may also be mailed to our office or emailed. If you choose to email your information, please take steps to ensure cybersecurity (i.e., password protecting documents, etc.). We will always follow up with you regarding any questions during the preparations of your tax returns and make sure that you have time to review your completed returns and ask any questions you may have before filing.

This schedule is effective from January 1, 2022 and continues through April 15th, 2022.

I find that most tax questions can be answered over email and many clients appreciate being able to refer back to written answers especially when it pertains to confusing tax law. However, there are times that phone calls and zoom meetings are necessary. And if you have new or unusual circumstances that you would prefer to discuss over the phone call us at any time.

If these times do not work for you, please email me and we can make arrangements to find a time in my schedule that will work for you. 

The last day we will be taking appointments prior to the April 15th deadline is Saturday, March 25, 2023. Note that there are a limited number of appointments during this time frame, so please schedule early.

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FEES

Our fees for tax preparation are based on the complexity of the return and the time it takes to prepare and file it. I prefer to give you a flat fee prior to the preparation of the returns so there are no surprises when the work is completed. To do this, I will need to see the prior tax return that was filed and any details about major changes in the current tax year. If you are agreeable to the fee, give you access to the client portal, and we will get started on the work.

We accept cash, checks, and credit cards.

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CLIENT PORTAL: SHAREFILE

All tax support documents and returns will be available through our secure client portal. This portal will allow you to log in to gain access to your tax returns and other confidential documents at any time. Information regarding how to access our secure client portal will be provided when you drop off your information to process your return. We are happy to print copies of tax returns by paper if requested.

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 Please let us know if you have any questions. We highly value our client relationships. Your recommendation to an associate, friend or family member is more significant than any advertisement. We sincerely appreciate your patronage and as always, we strive to provide you with professional and efficient service.

If you have any questions regarding this letter or our services, please do not hesitate to contact us.

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Thank you, Stephanie Perry & Tonya Wade

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