Call 585-544-9580

March 07, 2021

Welcome to our website!

Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. You can:

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

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Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.
 

 

IMPORTANT INFORMATION

***Just remember there are many IRS phone scams going around out there..... DO NOT ANSWER THEIR QUESTIONS!! No matter how real it may sound, some of these scams are very sophisticated and may lead you to beleive it is the IRS.

The IRS will not call you to collect any money unless you are already dealing with a particular agent on a specific issue so JUST HANG UP ON THEM!!

 

THE OFFICE IS NOW OPEN AND WE WILL BEGIN PROCESSING RETURNS THE WEEK OF JANUARY 25TH HOWEVER THE FIRST DAY THE IRS WILL BEGIN ACCEPTING RETURNS IS FEBRUARY 12TH.

RETURNS THAT INCLUDE EARNED INCOME CREDIT SHOULD EXPECT DELAYS OF THEIR REFUNDS UNTIL THE MIDDLE OF FEBRUARY

 

****UNFORTUNATELY DUE TO COVID-19 WE WILL BE CONDUCTING LIMITED IN OFFICE APPOINTMENTS TO TUESDAY, THURSDAY AND SATURDAYS BUT DROPOFFS ARE ENCORAGED AND WE WILL HAVE A DROPBOX OUTSIDE THE OFFICE FOR COMPLETE CONTACTLESS PROCESS (WE JUST ASK THT YOU CALL AHEAD OR WHEN YOU HAVE DROPPED IN THERE SO WE CAN RETRIEVE IT IMMEDIATELY AS WELL AS ASK QUESTIONS IN REGARDS TO THE TAXES.

 

STIMULUS CHECKS

PLEASE DO NOT CONTACT US IN REGRADS TO STIMULUS CHECKS.....SEE BELOW!!

 

NEW UPDATE:

1/11/21 -  PLEASE CLICK ON THIS LINK TO FIND OUT ALL YOU NEED TO KNOW ABOUT THE 2021 (PART 1) STIMULUS CHECK......(PLEASE COPY AND PASTE THE LINK)

https://www.cnet.com/personal-finance/if-you-dont-get-your-second-stimulus-check-by-jan-15-this-is-what-youll-have-to-do/

 

1/10/21 - THE IRS HAS BEGUN ISSUING PAYMENTS...THEY ARE BASED ON 2020 INCOME TAX RETURN. IT WILL BE UP TO $600 PER PERSON ($1,200 PER COUPLE) AND $600 PER DEPENDENT THAT WAS UNDER AGE 17 ON 1/1/20.

THE PAYMENT SHOULD BE RECEIVED BY 1/15/21...... THEY ARE ALSO ISSUING DEBIT CARDS IN LIEU OF CHECKS SO BE ON THE LOOKOUT.  

THE IRS IS NOT ALLOWING A CHANGE IN THE BANK ACCOUNT IF IT HAS BEEN CLOSED SINCE LAST YEAR AND WILL NOT BE ISSUING A CHECK IF BANK REJECTS THE PAYMENT. THE STIMULUS WILL HAVE TO BE OBTAINED BY FILING THE 2020 INCOME TAX RETURN AND WILL BE ADDED TO THE REFUND FOR THIS YEAR.

THEY ARE ALSO NOT ALLOWING YOU TO CHANGE BANK INFORMATION BECAUSE THIS HAS ALL HAPPENED SO QUICKLY.

AS YOU CAN SEE THIS HAS BEEN A QUICK AND UNORGANIZED PROCESS SO AGAIN PLEASE DO NOT ASK BECAUSE THEY HAVE ONLY SAID IT WOULD BE BY JANUARY 15TH HOWEVER JUST ADDED THAT THAT THERE MAY BE DELAYS AND IF NOT RECEIVED BY THE TIME THIS YEARS TAX RETURN IS DONE THEN CLAIM THE CREDIT ON THIS RETURN.

 

1/9/21 - A SECOND STIMULUS PACKAGE FOR 2021 HAS NOT BEEN VOTED ON YET  SO PLEASE DO NOT CALL WITH QUESTIONS ON THAT... AS SOON AS IT IS VOTED ON AND PASSED I WILL UPDATE THIS SITE AS QUICKLY AS POSSIBLE!!

 

 

 

ONCE AGAIN THANK YOU FOR YOUR PATENCE AND UNDERSTANING THAT WHAT I HAVE ON HERE IS ALL I KNOW. JUST LIKE YOU I DO NOT HAVE ANY SPECIAL INSIGHT THAT WE ARE GIVEN. I HAVE TO FIND OUT THE SAME WAY THE REST OF THE COUNTRY HAS TO VIA THE MEDIA AND AM JUST RELAYING THAT INFORMATION TO YOU. I DO NOT HAVE A SPECIAL NUMBER TO CALL AND I CANNOT MAKE ANY CHANGES TO THE RETURNS OR ADD ADDRESSES OR BANK ACCOUNTS.

IF THE AMOUNT YOU RECEIVE IS INCORRECT.....PLEASE DO NOT CALL US.... YOU WILL RECEIVE A LETTER IN APPROXIMATELY 2 TO 3 WEEKS CONFIRMING THE REFUND AMOUNT AND I ASSUME WILL HAVE A NUMBER TO CALL WHICH YOU WILL HAVE TO DO BECAUSE IT IS MOST LIKELY DUE TO EITHER SOME ERROR ON THIER PART OR IN CASE OF A NEW DEPENDENT OR DECEASED PERSON THE IRS SYSTEMS DID NOT CATCH UP TO CURRENT CONDITIONS AND THE ADDITIONAL AMOUNT (IN CASE OF A MISSED DEPENDENT) WILL  HAVE TO BE APPLIED TO THIS YEARS TAX RETURN OR IN CASE OF RECEIVING TO MUCH DUE TO A DECEASED PERSON THEY WILL NOT BE ASKING FOR THAT BACK SUPPOSEDLY..... IN ANY CASE IF YOU WERE SHORTED OR DID NOT QUALIFY LAST YEAR YOU WILL BE ABLE TO GET IT WITH THE FILING OF THIS YEARS RETURN.

 

 

 

THE WEBSITE TO CHECK ON UPDATES AND STATUS IS  WWW.IRS.GOV/CORONAVIRUS.

 

 

1) THE CHECKS ARE NOT TAXABLE

2) THEY WILL ONLY KEEP THE CHECK FOR BACK CHILD  SUPPORT.

3) THEY WILL NOT KEEP THE CHECK IF YOU OWE THEM BACK TAXES

 

FOR FACTS ON THE COVID-19 STIMULUS PACKAGE PLEASE REFER TO MENU ON LEFT AND CLICK ON HOME THEN THE CATEGORY OF STIMULUS CHECKS, UNEMPLOYMENT OR SBA LOANS

 

 

PLEASE ONLY CALL OR EMAIL IF IT'S IN REGARDS TO YOUR TAX RETURN BEING FILED AS WE WILL BE UNABLE TO RESPOND TO QUESTIONS IN REGARDS TO THE STIMULUS PROGRAMS INCLUDING STIMULUS CHECKS, UNEMPLOYMENT AND BUSINESS/PAYROLL LOANS!!

 

IF YOU PREFER NO HUMAN CONTACT WE DO HAVE A DROPBOX OUTSIDE THE OFFICE DOOR AS WELL AS A LOCKED MAILBOX OUTSIDE THE MAIN ENTRANCE....WE JUST ASK THAT YOU NOTIFY US IMMEDIATELY SO WE CAN RETRIEVE FILES AS SOON AS DELIVERED.

 

 

THANK YOU FOR YOUR PATIENCE AND UNDERSTANDING AS WE WORK TOGETHER TO GET THROUGH THIS AND PLEASE BE SAFE AND STAY HEALTHY.

 

 

 

NOTES

Another tax season is upon us. We hope everyone had a safe and wonderful holiday season and a Happy New Year!!

The tax season officially begins on February 12, 2021. That is when the IRS officially begins accepting the tax returns.
The last day to file is April 15, 2021.

Expect delays in refunds if you receive the Earned income Credit....Refunds will be held approximately 2 - 4 weeks longer for those receiving this credit.

As always if you have any questions or concerns we are always willing to listen as we want to make sure you are 100% satisfied.

Stay tuned to the website for some additional features we hope to add in the upcoming year.

 

 


HOURS OF OPERATION (January 1st to April 17th)
 

Monday, Tuesday & Thursday
9:00am - 8:00pm

 

Wednesday
9:00am - 6:00pm

Friday
9:00am - 5:00pm

Saturday
9:00am - 2:00pm

Sunday
By appointment only

 

AFTER TAX SEASON IS BY APPOINTMENT ONLY!

(585) 544-9580