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May 27, 2020

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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!!

I WILL BE FILING RETURNS FOR THE JULY 15TH DEADLINE UP THROUGH JUNE 19TH....ANY RETURNS AFTER THAT DATE WILL MOST LIKELY NEED AN EXTENSION TO FILE BY OCTOBER 15TH.....

I WILL BE TAKING APPOINTMENTS ON A LIMITED BASIS (MONDAYS & WEDNESDAYS BETWEEN 8 AND NOON) THROUGH JUNE 19TH YOU ARE ALSO MORE THAN WELCOME TO DROP OFF THE DOCUMENTS FOR PREPARATION BUT PLEASE CALL FIRST TO MAKE SURE SOMEONE WILL BE HERE WHEN YOU WISH TO DROP OFF BUT THERE IS ALWAYS THE LOCKED MAILBOX OUTSIDE TO DROP IN I JUST ASK YOU CALL TO NOTIFY US THAT THEY ARE IN THERE.

 

STIMULUS CHECKS

PLEASE DO NOT CONTACT US IN REGRADS TO STIMULUS CHECKS!!

 

NEW UPDATE:

4/21/20 - THE IRS HAS ISSUED A MAILING CHART FOR THE CHECKS THAT WILL START GOING OUT 4/24...THEY ARE STARTING WITH THE LOWEST INCOMES AND FINAL CHECKS WILL BE GOING OUT ON 9/11/20...... SO AS YOU CAN SEE THIS WILL BE A LENGTHY PROCESS SO AGAIN PLEASE DO NOT ASK WHEN YOURS IS SCHEDULED BECAUSE I DO NOT KNOW.

 

IF YOU CHECK ON LINE AND GET THE MESSAGE "UNABLE TO DETERMINE ELIGIBILITY" THAT DOES NOT MEAN I DID NOT FILE YOUR RETURN!!!!! .....I FILED YOUR RETURN AND WHAT THAT MEANS IS YOU WILL BE RECEIVING A CHECK SOMETIME BEFORE 9/11/20 ...I DO NOT KNOW WHEN THAT WILL BE SO PLEASE DO NOT ASK!!!!

 

NOW SOCIAL SECURITY RECIPIENTS WILL RECEIVE A DIRECT DEPOSIT IF THE MONTHLY SOCIAL SECURITY INCOME IS BEING DIRECT DEPOSITED (THEY WILL GO OFF OF SOCIAL SECURITY DATABASE FOR THAT) HOWEVER IF YOU RECEIVE A CHECK EVERY MONTH THEM THE STIMULUS WILL BE A CHECK!! FOR VA BENEFITS THOSE WILL RECEIVE A STIMULUS CHECK AND NO DIRECT DEPOSITS.

4/20/19 - CONTRARY TO POPULAR BELIEF..YOU ARE NOT THE ONLY PERSON IN THE U.S. THAT DID NOT RECEIVE THEIR CHECK! .....THE GOVERNMENT HAS ISSUED 60 MILLION OF THE 140 MILLION CHECKS/DEPOSITS THAT WILL BE GOING OUT............

THE ONLY PEOPLE SO FAR THAT HAVE RECEIVED ARE THOSE THAT HAVE HAD A REFUND IN THE 2018 OR 2019 (COULD POSSIBLY BE ONLY 2018 DEPENDING ON WHEN 2019 WAS FILED) AND HAD A DIRECT DEPOIT BANK ACCOUNT TIED TO THAT REFUND......

IF YOU HAD A CHECK SENT OR IF YOU OWED AND EITHER PAID WITH CHECK OR HAD THE IRS AUTOMATICALLY DEDUCT THE AMOUNT FROM A BANK ACCOUNT THE IRS WILL BE SENDING A CHECK EVEN IF THEY HAVE THE BANK ACCOUNT FOR THE AUTO WITHDRAW. (I DID NOT WRITE THE RULES AND CANNOT ANSWER WHY).........

THE CHECKS WILL TAKE APPROXIMATELY 4 MONTHS TO TO GET ALL OF THEM OUT....THEY CAN ONLY PROCESS 5 MILLION A WEEK AND THERE ARE 80 MILLION THAT HAVE TO BE ISSUED.....SO PLEASE BE PATIENT........I DO NOT HAVE THE LIST OF WHO GETS ONE AND WHEN SO AGAIN..PLEASE DO NOT ASK!

IF YOU USE THE IRS WEBSITE...IT IS NOT GREAT AND SO FAR YOU CANNOT DO EVERYTHING THEY INTENDED FOR IT TO DO LIKE CHANGE BANK ACCOUNTS OR ADDRESSES BUT IF YOU DO GET A MESSAGE THAT STATES THEY CANNOT DETERMINE YOUR ELIGIBILITY...THAT DOES NOT MEAN YOUR RETURN WAS NOT FILED OR THEY LOST IT...IT MOST LIKELY MEANS THEY CANNOT FIND A BANK ACCOUNT AND YOU WILL BE ISSUED A REFUND VIA A CHECK AND HAVE TO WAIT A WHILE LONGER (UP TO 4 MONTHS)...AGAIN I DID NOT WRITE THE RULES OR THE WEBSITE SO PLEASE DO NOT ASK BECAUSE I DO NOT HAVE THE ANSWERS.

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 MOST LIKELY HAVE TO BE APPLIED TO NEXT YEARS TAX RETURN OR IN CASE OF RECEIVING TO MUCH DUE TO A DECEASED PERSON THEY WILL NOT BE ASKING FOR THAT BACK.....ALSO FROM WHAT I'VE SEEN THEY MAY NOT BE USING THE 2019 RETURNS AT ALL ESPECIALLY IF THEY HAD BEEN FILED WITHIN A COUPLE WEEKS OF THE ISSUING OF CHECKS SO THE DATA THEY WENT OFF OF WAS 2018.... IN ANY CASE IF YOU WERE SHORTED OR DID NOT QUALIFY THIS YEAR YOU WILL BE ABLE TO GET IT WITH THE FILING OF NEXT YEARS RETURN.

 

 

THE GOVERNMENT HAS STARTED TO RELEASE THE CHECKS PRIOR TO DEVELOPING A WEBSITE (THAT THEY HAD PROMISED) TO ACCOMODATE THOSE WHO NEEDED TO UPDATE BANK ACCOUNT INFORMATION WHICH HAS CREATED CHAOS.

THE WEBSITE IS STILL IN THE WORKS... (SUPPOSEDLY) SO YOU WILL HAVE TO STAY TUNED TO WWW.IRS.GOV/CORONAVIRUS.

THEY ARE ALSO APPARENTLY BASING MOST OF THE INITIAL CHECKS ON 2018 INFORMATION SO IF YOU RECEIVED TO MUCH OR TO LITTLE THAT IS ANOTHER QUESTION FOR THE IRS....WE ARE UNAWARE OF HOW THEY WILL HANDLE THOSE SITUATIONS. YOU ARE SUPPOSED TO RECEIVE A FOLLOW LETTER IN TWO WEEKS CONFIRMING THE RECEIPT OF CHECK AND THAT SHOULD HAVE A NUMBER TO CALL.

I'M SORRY FOR THE CONFUSION BUT THIS IS GOING TO BE A LONG PROCESS (UP TO 5 MONTHS) BUT IT IS THE GOVERNMENT AFTER ALL SO JUST BECAUSE YOUR FRIEND OR NEIGHBOR HAS ALREADY RECEIVED DOES NOT MEAN YOU WERE SKIPPED OVER. IT JUST MEANS YOU ARE FURTHER DOWN THE LIST AND WILL EVENTUALLY GET IT.

WE ARE BEING BOMBARDED WITH QUESTIONS AND CANNOT HANDLE THESE CALLS ON TOP OF THE NUMEROUS OTHER COVID 19 ISSUES THAT HAVE ARISEN IN REGARDS TO TAXES AND ARE NOT EQUIPPED FOR THIS UNPRECENDENTED TIME IN ALL OUR LIVES BUT HAVE A COMMITTMENT TO ASSURING ALL OUR CLIENTS TAX RETURNS ARE COMPLETED IN AN EFFICIENT MANNER AND THESE DISTRACTIONS CAN LONGER TAKE US AWAY FROM THIS TASK.....SO AGAIN I AM SORRY!

 

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

4) MAY NOT RECEIVE CHECK OR DEPOSIT FOR ANOTHER COUPLE MONTHS THEY JUST STARTED ISSUING AND WILL TAKE QUITE A WHILE

5) FOR MOST PART SEEMS LIKE GOING OFF 2018 RETURNS EVEN IF 2019 WAS FILED FROM WHAT WE SEE SO FAR

6) THE IRS WEBSITE SHOULD BE ABLE TO TAKE NEW BANK ACCOUNT INFORMATION NOW AND IF YOUR PRIOR YEAR AGI IS NEEDED PLEASE REFER TO COPY OF RETURN GIVEN TO YOU AS WE DO NOT HAVE THE PERSONNEL TO ANSWER THE FLOOD OF THESE CALLS AS WELL. IF YOU HAVE NOT PICKED UP PLEASE PICK THEM UP.

 

 

 

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

 

WE ARE STILL OPEN FOR BUSINESS AND CONTINUE TO TAKE ALL THE NECCESARY PRECAUTIONS TO KEEP YOU AS SAFE AS POSSIBLE.

 

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.

 

DUE TO THE PANDEMIC IN ADDITION TO THE NEW STIMULUS PACKAGE WE HAVE BEEN DEALT QUITE A BLOW IN THE OFFICE AND HAVE BEEN SET BACK QUITE A BIT......PLEASE BE PATIENT AS WE ALL WORK THROUGH THIS TRAGEDY AND REST ASSURED THAT WE ARE WORKING SWIFTLY AND DILEGENTLY TO GET CAUGHT UP.

 

IF YOU HAVE ANY QUESTIONS IN RESPONSE TO THE STIMULUS PACKAGE WHICH INCLUDES THE STIMULUS CHECKS, UNEMPLOYMENT AND SMALL BUSINESS LOANS.....I ASK THAT YOU PLEASE CHECK OUT THE INFORMATION ON THE WEBSITE.

 

WE ARE NOT EQUIPPED OR STAFFED TO CONTINUE HANDLING THE FLOOD OF CALLS, EMAILS AND TEXTS COMING IN..........THIS WEBSITE LISTS ALL THE INFORMATION THAT WE KNOW AT THIS TIME ABOUT THE PLANS AND WE ATTEMPT TO UPDATE REGULARLY........

 

UNFORTUNATELY THERE IS A TAX SEASON AS WELL AND WE HAVE TO ADDRESS THE BACKLOG OF CLIENTS RETURNS THAT NEED TO BE FILED AND UNFORTUNATELY WITH THAT DEADLINE LOOMING WE WILL BE UNABLE TO ASSIST THOSE IN NEED OF ANY FINANCIALS OR REPORTS THAT MAY BE NEEDED IN ORDER TO SATISFY LOAN REQUIREMENTS AT THIS TIME.

 

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 January 27, 2020. That is when the IRS officially begins accepting the tax returns.
The last day to file is July 15, 2020.

Expect delays in refunds if you receive the Earned income Credit....Refunds will be held approximately 2 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