Call 585-544-9580

July 28, 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.

Register Your e-mail Address to receive important announcements through Service PLUS!

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!!

 

 

NEWS UPDATES

 

THE IRS HAS ANNOUNCED DELAYS IN THE PROCESSING OF REFUNDS DUE TO THE MANY CHANGES CREATED THIS YEAR DUE TO COVID. THERE ARE MANY REFUNDS THAT MAY TAKE UP TO 4 OR 5 MONTHS AND ALL THE IRS IS SAYING IS TO "PLEASE BE PATIENT WE ARE DOING OUR BEST "

THEY ARE ALSO STILL PROCESSING THE 2019 AMENDED RETURNS AND MAY STILL TAKE ANOTHER COUPLE OF MONTHS FOR THOSE OR ANY OTHER 2019 RETURNS THAT THEY HAVE NOT COMPLETED AND REFUNDS FOR YET.

 

 

ADVANCE CHILD TAX CREDIT

LINK TO IRS SITE TO VERIFY ELIGIBILITY AND TO OPT OUT OR MAKE CHANGES...

Availibility:  https://www.irs.gov/credits-deductions/advance-child-tax-credit-eligibility-assistant

Opt-Out: https://www.irs.gov/credits-deductions/child-tax-credit-update-portal (click on "Manage Advance Payments")

 

 

 

WE ARE RECEIVING MANY CALLS IN REGARDS TO THE UPCOMING CHILD TAX CREDIT AND ARE UNABLE TO HANDLE THE INFLUX OF CALLS AS WE ARE STILL ATTEMPTING TO DIG OUT FROM THE TAX SEASON AND COMPLETE THOSE RETURNS...

PLEASE REVIEW THE PAGE BY CLICKING ON THE LINK IN THE SIDE BAR ON THE LEFT OF THIS PAGE. THAT WILL EXPLAIN ALL YOU NEED TO KNOW.

I WILL CAUTION THOUGH THAT THIS IS AN ADVANCE ON NEXT YEARS REFUND SO YOU MAY SEE A DECREASE IN REFUNDS WHEN PROCESSING THE 2021 INCOME TAX RETURN

 

 

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.

 

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 ADVANCE CHILD TAX CREDIT, 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 May 17, 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