Fraud Alert...Don't even trust close family or your boyfriend/girlfriend with your bank account information. You all know a story where those relationships have gone "south."

Do not let someone else handle your direct deposit information on the IRS website. Struggle through it yourself or wait until it is mailed to your house. If your address is incorrect, fill out the IRS Form 8822 available at www.IRS.gov, and search Form 8822. Print it out and mail it to the address on the form instructions.

These checks should go out beginning next week. Your stimulus check will go to you the same way the first one got to you....first to those with direct deposit then to those by mail. I hope the IRS has your current address on file. If not, get to your post office and put in a change of address form ASAP. You can do this on line at USPS.com and it becomes effective within a few days.

IRS refunds efiled are being direct deposited in about 4 - 12 weeks right now. The IRS is still struggling with a backlog. Not in any given year, EIC returns are not funded, by law, until after February 15th of a given year. State EIC are frequently held up for additional processing and could take 4–6 weeks.

The first two stimulus checks are reconciled in your 2020 tax return. The last $1400 stimulus check will be reconciled in your 2021 return that you will file in 2022.

No:)

Yes! Congress changed this and it is now retroactive. You can claim it in your 2020 tax return.

Yes, however, $10,200 of unemployment income will be included for tax year 2020 taxes. This will not be continued in tax year 2021.

We are not providing a service to help clients with their SBA loan applications. There are many different Covid-19 relief programs for small businesses on the SBA website. Go to www.sba.gov/funding-programs/disaster-assistance for all the details of the various programs. Also talk with your primary business bank for their procedures. The most common program for small business right now is the Paycheck Protection Program. To prepare for this program you will have to know your 2019 and 2020 payroll as well as your 2019 Independent Contractor costs (1099-Misc) that you filed by person as reported to the IRS.

Yes, we are now back to taking in person appointments as of October 1st 2021.  Zoom appointments and drop off appointments are also still available. 

Depending on the complexity of your return, turn-around time is 2 - 5 business days. Again, we are processing returns on a first come first service basis, and you don't get in the "line" until all your documents have been received.

We will input your documentation and then follow up with a phone call to ask you questions and provide your results. We will then send you a "Request for Signatures" email through our e-signature app. If for some reason, you experience problems with that app, we will mail you signature documents and you will either need to return them through the mail or scan them and send them through email.