TAX SERVICES NEWS

Check the background of this firm on FINRA’s BrokerCheck.

It’s that time of year again! Time to start thinking about taxes and scheduling your tax appointment! Appointments fill up quickly, so please call soon in order to get your preferred date/time. Also please see the tax checklist and the tax season mailer, which is provided via the below link.

We’ll be doing in-person appointments as usual, but we’ll also be taking drop-offs for those that are more comfortable getting in and out of the office. In addition, we have set up a secure portal to transmit tax documents and tax returns securely, so remote tax preparation is also an option.

Note: IRS letters will be sent out in January detailing the amounts received for Stimulus Payment #3 (letter 6476), and Advance Child Tax Credit Payments (letter 6419), so please bring these letters to your tax appointment.

Also Note: An upcharge will be added for all tax prep fees paid by credit card. In order to avoid the upcharge, please plan to pay by cash, check, or bank-to-bank transfer (ACH).

We hope you had a safe & happy holiday season, and we look forward to seeing you soon!

TAX SERVICES

Personal Tax Return Preparation

- Federal Returns: 1040, 1040SR, 1040X
- State Returns: All states welcome
- Local Returns: All cities welcome (RITA,CCA, Lorain, Amherst)

Business Tax Return Preparation

- S Corp, Partnerships, Trusts, Non-Profits
- 1120, 1120S, 1065, 1041, 990