Friday, Feb 3, 2023
Countdown to April 17:
Filing deadline this year is Monday, Apr. 17 because Apr. 15 is on a weekend.
Make your tax appointment online
I'm back to doing in-person appointments now. You can set your tax appointment online. Check available times anytime, day or night. Just go to our Appointments page.
Need to change an appointment you've already scheduled? You can do that online, too.
We will continue to prepare and file tax returns virtually as well. To provide your tax documents to us, you may:
- Upload electronic documents (PDF, etc) to our secure online file space. (Email us for details)
- Place paper documents in the black and white lockbox next to my office door (drop slot in the top, under the flap).
- Snail mail paper documents to our office.
You can also email documents, although that method is not secure. If you don't have a scanner, you can photograph documents with a smartphone.
Gotta get it together?
Need a tax organizer to help pull everything together for tax time?
Visit our resources page for helpful worksheets.
You may also want to look at the Investopedia.com article 10 Steps To Tax Preparation
Call or email now for your tax appointment. Weekday, evening and weekend appointments are available for your convenience.
Haven't received your statements yet?
W-2 (wage) statements and 1099 forms (interest, dividends, other income) are required to be mailed by the end of January. If you are missing any of these forms that you are expecting, contact the payer. If you have moved recently, the payer may not have your new address. K-1 schedules (from partnerships, S-corporations, trusts and estates) may arrive later. Issuers have until the due date of the entity's tax return to issue K-1's, so you may not see some K-1's until March or even April.
If you receive a corrected W-2 or 1099, check it against the original to see what changed, then destroy the earlier version. It no longer is valid and keeping it will only confuse you later (unless, of course, you want to challenge the correction with the payer).
How much can I deduct?
Many charities provide donation receipts without giving a value. If you need to determine how much to claim for your donations, check these sites:
If you have a business...
... remember that partnership and corporate tax returns are due Mar. 15, not Apr. 15. That includes multi-member LLC's. We'll gladly prepare your business return.
Partnership and corporate returns may be extended to Sept. 15. Let us know if you need more time to file your corporate return.