Author Archives: Mike Adams

There are letters arriving from the IRS that are very important to the preparation of your tax return! If you received Advanced Child Tax Credit you will be receiving letter 6419 from the IRS detailing the amounts you received. Married couples will BOTH receive a letter. We must have these in order to do yourContinue reading “Important Letters Arriving from IRS”

While we had hoped to meet with all of you in person this year, due to the again worsening Covid-19 situation we’ll be asking everyone to drop off their information again this year. This is disappointing but we feel it is necessary. While we won’t be meeting in person some preparers will offer phone and/orContinue reading “2021 Personal Income Tax Questionnaire”

Just a heads up…. today is the last day that you can unenroll from the the Advanced Child Tax Credit if you don’t want to receive it. You can do so at the link below. https://www.irs.gov/credits-deductions/advance-child-tax-credit-payments-in-2021

Today we celebrate 46 years of serving our customers. On this day in 1975 dad started preparing returns after purchasing the practice of Paul Kruger. Though the location and firm name has changed multiple times, we’ve always been grateful for our customers. Thank you for allowing us to serve you!

We’re getting lots of reports of incorrect 1099-Gs due to massive unemployment fraud. Make sure you report this to ODJFS here under Report Identity Theft! You don’t want to pay taxes on someone’s theft! Don’t forget to fill out your 2020 Income Tax Questionnaire before you drop off to avoid the dreaded clipboard!

W2s and 1099s are due to be filed by January 31st. If you haven’t submitted your information yet now is the time! W-2s, W-3s, 1099-NEC, Information Returns Due Date: January 31 – YouTube Don’t forget if you want to fill out your 2020 Questionnaire ahead of time it can be found here: https://www.dropbox.com/s/0blgmzb1w362hly/AMA%201040%20Question20.pdf?dl=1

The client questionnaire for 2020 is now available. Save yourself time and hassle when dropping off your return by filling the form out and printing before you arrive. It’s available here: https://www.dropbox.com/s/0blgmzb1w362hly/AMA%201040%20Question20.pdf?dl=1