October 02, 2022
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.
***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 IRS HAS ANNOUNCED DELAYS IN THE PROCESSING OF REFUNDS (ONCE AGAIN!) DUE TO THE MANY CHANGES CREATED THIS YEAR DUE TO COVID.
THERE ARE MANY REFUNDS THAT MAY TAKE UP TO 4 OR 5 MONTHS (POSSIBLY LONGER AS SOME ARE STILL WAITING FOR LAST YEARS) AND ALL THE IRS IS SAYING IS TO "PLEASE BE PATIENT WE ARE DOING OUR BEST "
THEY ARE ALSO STILL PROCESSING THE 2020 AMENDED RETURNS AND MAY STILL TAKE ANOTHER COUPLE OF MONTHS FOR THOSE OR ANY OTHER 2020 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...
Opt-Out: https://www.irs.gov/credits-deductions/child-tax-credit-update-portal (click on "Manage Advance Payments")
IF YOU RECEIVED THE ADVANCE CHILD CREDIT THE IRS WILL SEND OUT A FORM (LETTER 6419) THAT WILL SHOW THE AMOUNT YOU RECEIVED IN ADVANCE PAYMENTS...... WE WILL NEED THAT LETTER IN ORDER TO PROCESS THE RETURN THIS YEAR.
WE WILL ALSO NEED THE 1099G FORM ISSUED BY NYS IF YOU RECEIVED UNEMPLOYMENT. THE STATE WILL NOT SEND THESE THESE OUT UNLESS YOU CALL TO REQUEST IT, OTHERWISE YOU WILL HAVE TO OBTAIN IT ON THEIR WEBSITE WHERE YOU LOGGED IN TO SETUP ACCOUNT FOR NYS.
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 USUALLY AND AM JUST RELAYING THAT INFORMATION TO YOU.
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.
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 24, 2022. That is when the IRS officially begins accepting the tax returns.
The last day to file is April 18, 2022 (however the office will be closed from the 16th to 24th so we will have to have all filings submitted by the 15th).
Expect delays in refunds if you receive the Earned income Credit....Refunds will be held approximately 2 - 4 weeks longer (possibly 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 15th)
Monday - Thursday
9:00am - 7:30pm
9:00am - 5:00pm
9:00am - 2:00pm
By appointment only
AFTER TAX SEASON IS BY APPOINTMENT ONLY!