Appointments

The office is strongly encouraging clients to take advantage of our drop off, email and mail-in service models this year. Appointments will be very limited, and may be carried out by an associate. Consulting appointments to discuss changes with income circumstances or any other income tax related questions can be scheduled in person or by phone after tax season. When calling to schedule appointments, please let reception know the reason for the appointment so they can schedule you correctly.

Drop Off Cut Off Date: March 20th

This year, any returns received in the office after  Friday, March 20th can not be guaranteed completed by the April 15th deadline. Returns will still be accepted with the understanding that an extension will be filed and the client realizes it may not be completed by the due date. All drop offs are completed in the order they are received and how long it takes is dependent on the volume of returns in the office at that time. When dropping off or (e)mailing in documents, only PDF files will be accepted.

What is an Extension?

An extension allows individuals, businesses, and estates to file a tax return after the deadline without a late-filing penalty. It must be submitted before the April 15th deadline and gives the taxpayer 6 months from the original deadline to complete and submit their return (October 15th for individuals and September 15th for businesses). However, this does not extend the deadline to pay taxes. If you do not pay the full amount you owe by the April 15th deadline, you may be subject to penalties and interest on the balance until it is paid in full.

If you need an extension, the office will submit the form to the IRS on your behalf, including your identifying information and the amount you expect to owe. It is highly recommended that you make an estimated tax payment at that time if you expect to owe. Once your return is submitted, any amount you over paid will be refunded to you, but you will be liable for interest and possibly penalties on any amount you pay after the deadline.

While the office will work hard to complete returns as soon as possible, please be aware that returns that filled an extension may not be completed until the end of July and refunds submitted after the April 15th deadline will take longer to be processed. After April 15th, the office will take a break from tax returns to complete other work that accumulated during tax season. Work on tax returns resumes early to mid May.

Pricing

As the cost of running a small business continues to rise, the office will have to make small changes to ensure it can continue to provide the level of service clients have come to expect. This will result in most returns seeing a price increase of 10-20%, depending on the complexity of the client’s return. Any client requesting copies of past year’s returns, will be charged $10 per year requested.

The office will continue to accept payments in the form of cash, check, debit, credit card, Zelle or Venmo. Please note that any balance paid with a credit card will incur a 3% surcharge. All payments are due at the time of service, unless prior arrangements have been made.

What to Bring

In order to expedite our drop off service and make the most of scheduled appointments, we ask that clients not submit their paperwork until they have everything they need. If something additional is needed, we will reach out to you to attain the information, but this may lengthen the amount of time it takes to complete your return. Please refer to the list below, to ensure you have all the information / paperwork needed.

Individual

• Copy of Driver’s License or State ID (Tax Payer and Spose)

• List of Current Dependents with Birthdates and Social Security Numbers

• Banking Information for Direct Deposit / Withdrawal

• W2s for Every Job Held During 2025 

• Last Check Stub For December 2025

• 1099s for Any Additional Income (Retirement accounts, Investment accounts, Interest, Third Party Payment Platforms, Gambling, Unemployment, etc.)

• K-1s from Businesses

• Charitable Contributions*

• Medical Expenses*

• Mortgage Interest

• Property Taxes

• Student Loan Interest Statement

• Education Costs

• Child Care Expenses

• List of Estimated Tax Payments

Small Business (Schedule C)

• All Business Income Received (1099s and Direct Payments)

• Expenses Incurred

Rental Property

• All Rental Income (Renters, Management Companies, Vrbo, Airbnb etc.)

• All Rental Expenses

• Property Management Fees

• Rental Building Mortgage Interest

• Rental Building Property Taxes

• Closing Costs (For New Properties)

One Big Beautiful Bill Act

The office is aware the changes under the One Big Beautiful Bill Act (OBBBA) have led to some confusion and misinformation for tax payers. The office is diligently following these changes and educating ourselves to ensure clients get all the benefits they are entitled to. We ask you to refer to the other newsletter in this mailing for some key areas that we feel will have the most impact on our clients.

• Delivery times for refunds vary based on how you file. If you e-file, you can expect to receive your funds in about 3 weeks. If you mail your return, it can take 4 or more weeks. How you elect to receive your funds impacts the time frame as well. Direct deposit is typically faster than getting a mailed check.

• Below are some factors that could delay your refund.

  • • Errors or incomplete information provided

    • Your name does not match the name on file with Social Security

    • IRS is reviewing a specific area of your return for errors or omissions

    • You have been a victim of identity fraud

    • A bank or creditor as reported your account for suspicious activity

    • You claim the Earned Income or Child Care Credit

    • Your return includes an Injured Spouse Allocation

• To inquire about the status of your refund, please use the links in the FAQ section to navigate to the correct website. You will need your social security number, filing status, and the exact refund amount to access this information.