PREPARATION OF 2020 TAXES

For your safety and the safety of my staff and me, the 2020 tax season will start with no face-to-face appointments.  Instead, tax preparation will be done remotely, as it was for much of the 2019 tax season.  You will drop off your tax materials in our outside drop box or mail them to our PO box, draft returns will be prepared and transmitted to you for review, you will call with any questions and once the returns are prepared to your satisfaction, you will sign the necessary forms to electronically submit your returns.

There are numerous changes to tax rules and regulations for 2020 so it is imperative that we gather complete information from you in order to accurately prepare your returns.  Normally, information is shared with us during a face-to-face meeting.  Since that meeting cannot happen, please submit the annual organizer that will be mailed to you in early January with your tax materials with at least the first three pages completed.  Returns will not be prepared until that organizer has been provided to us.

As tax season progresses, there may be additional changes that occur to federal and state rules and regulations.  Our ability to offer face-to-face appointments may also change as vaccines for COVID 19 become available.  Please check this website regularly and like us on Facebook for updates.