Important Letters Arriving from IRS

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 your tax return for 2021. DO NOT THROW THESE AWAY! Here is a sample of what the envelope and letters look like. We have blanked out the personal information.

2021 Personal Income Tax Questionnaire

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/or video appointments if you wish. These will be set up at the time you drop off your information.

You’ll find below the 2021 Questionnaire. This is going to be a challenging tax season due to tax law changes and the new Jackson City Income Tax. This document is important to helping us make sure we get your taxes right. Thank you for helping us serve you better.

2021 Questionnaire

46 years!

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!

W2s, 1099s due January 31st!

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