October 10, 2023, 9 am – 5 pm
October 12, 2023, 9 am – 5 pm
October 16, 2023, 9 am – 5 pm (Due date if you filed individual extension)

Our office will be closed July 3-7 for the holiday. We will re-open Monday, July 10.

IRS will begin processing electronically filed tax returns January 23, 2023. Most refunds are issued in 2-3 weeks. However, some refunds are delayed until the end of February. This includes Earned Income Credit, refundable portion of the Child Tax Credit, and the American Opportunity Credit.

With the tax deadline of October 17, 2022 for extended individuals, our office will be open 9-5 October 10, 11, 12, 13 and Oct 17. We will be open 9-2 on Friday, October 14. We are closed on the weekend, October 15-16.

Not required to file taxes? Maybe this year you should anyway. This year (due to covid), taxpayers are allowed to use their 2019 earnings for the Earned Income Tax Credit (EITC). Also, a brand new law removes the 65 year age restriction and expands the credit for people with no children. This creates a unique situation for certain people, particularly recent retirees. We’ve seen folks qualify for the EITC who otherwise had no reason to file. If you, or someone you know, is not filing taxes this year, but had earnings in 2019, you might want to check it out.  

A tax law change passed in March 2021 allows you to exclude up to $10,200 of unemployment compensation from your 2020 income. This is a benefit to you. 

However, if your taxes were filed before this change was in effect, you may have paid too much tax.

What should you do? For now, do nothing. Later, keep in touch.

The IRS has stated they will automatically adjust for this change. They will start sending refunds in May, continuing over the summer months. However, they will not adjust for other tax breaks that might kick in when you lower your income (e.g, Earned Income Credit, Retirement Savings Credit, etc.).

To ensure you receive the full amount related to this tax change, when you get your unemployment-related refund from the IRS please let us know how much you received. We will review your tax return and calculate what we believe you should have received from the IRS. We can then determine what action, if any, is necessary. Keep in mind, this refund is separate and different from the EIP (Stimulus) money.

There is no charge for us to double check your refund amount. If it turns you didn’t get the full amount allowed, we will charge a fee for the additional work to amend your taxes.

This change affects Ohio taxes as well. We are hopeful Ohio will also make the adjustment automatically. 

We expect the IRS adjustment to be correct most of the time. But, just in case, please keep us posted so we can double check.  Please let us know if you have any questions.

We are sorry we aren’t able to meet face to face at the current time. We miss seeing our long-time clients and meeting friendly new faces! That said, we are available by phone and email to answer all of your questions.

You can still schedule an appointment if you like, to ensure we have time set aside for you on a certain day. (We might work on your tax return before your appointment if we have your W2s, etc.) Keep in mind, as of now our building is closed to the public.

We ask that you get us your tax documents at your earliest convenience. Drop off or upload (unsecured email is not always safe!) or mail to us. We will contact you with a few check-in questions. These will be things like confirming your address, dependents, bank info, and other necessary and beneficial tax questions. Then your tax documents will go to your preparer. If you don’t have a particular preparer in mind you can choose first available for faster service.

Once the preparer has your tax documents, they will call with any additional questions, and then your refund (we hope!) amount.

Once we are finished, it’s your turn. You will receive a folder with your tax documents and completed tax returns. Your folder might include “action” items. It is IMPORTANT you review all of your ACTION ITEMS to avoid penalties.

If you prefer a digital copy of your tax returns, let us know. We can deliver your completed returns securely through email or a client portal. You can sign electronically as well.

Most eligible taxpayers will receive their second stimulus (EIP2) by January 15, 2021. If you have not received a payment or any IRS guidance by then, you can claim the refundable Recovery Rebate Credit on your 2020 tax return. 

The total of both stimulus payments are reported on your tax return. It is NOT TAXABLE. It is only included to ensure you receive the full amount.

Parking lot pick-up now available!  Call from the parking lot during business hours and we will bring your completed taxes to you. A secure drop– off box is still right by the front door 24/7. Remember, tax day is Wednesday, July 15.