Friday, Mar 13, 2026
Countdown to April 15:
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.
CP53E notice causes confusion
Many taxpayers are receiving a new IRS Notice, CP53E, that says IRS doesn't have the correct bank account information to direct deposit your refund.
The notice is confusing because it is so generic. Even taxpayers who owe money have received it. The letter covers both returns where incorrect account info was entered so a refund could not be deposited, and where no bank identification was entered.
IRS is pushing direct deposit as part of their effort to phase out paper checks, both for refunds and balance due payments. Taxpayers without bank accounts will be paid by prepaid debit cards or some mobile apps.
The letter's solution is to set up an IRS account to do business with them electronically. However, setting up the account is cumbersome because of their strict anti-fraud procedures.
What the notice does NOT say is that if they can't direct deposit, they will mail the refund to you. You will still get the refund ... just slower.
For more information, look at Understanding your CP53E notice and Questions and answers about Modernizing Payments.
Where's my refund?
Click here to get an instant answer from the IRS. You'll need the exact dollar amount of your refund, Social Security number and filing status.
For Arizona refunds, visit Check Refund Status.
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.
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.
