Tax Time is upon us as the new year gets into full swing. We wanted to pass along some information that can be helpful to our clients.
The cutoff dates to deliver, email or fax tax information to our office is :
Partnerships and Corporations- Monday, March 3, 2020
Individuals-Friday, March 27, 2020
These dates are to ensure that our staff has ample time to process and prepare your return before the April 15 deadline. There are numerous stages that each and every return goes through from the time the information is received until your return is absolutely complete. Returns are completed in the order they are received.
Individuals should complete 2019 Tax Information Worksheet and Charitable Contributions page that can be printed from the “Useful Forms” section of our website (or just click on the green phrases). This is to ensure all information is updated and correct. Bring this along with your tax information. If you have questions, do not hesitate to contact the office.
After we have completed your return, we will contact you by phone, email or text (whichever you prefer).
Our office is open Monday through Friday from 8:00 am to 5:00 pm.
**Information can be emailed to our office for your convenience. Please note in the subject line 2019 Tax Information.
**Please bring all information at the same time. Bringing additional information after you have informed us that your return is ready to be completed can result in additional fees (or an extension) if your return must be redone.**
We must receive ALL information to prepare returns by these dates to ensure that your return will be completed and transmitted by April 15, 2020.
We would like to thank all our clients for entrusting us with their financial and tax needs.