2017 tax season is up and going.

2017 marks our 36th tax season.

Our longevity is primarily based on one thing...you, our client. Thanks again, especially for your referrals.

• If we prepared your tax return last year, we offer a personal tax organizer that allows you to enter information for this year, comparing the amount of the deductions and income from last year. Some clients love the organizer. Some don’t use it. We continue to offer the personal organizer to all clients at no charge, but ask that you call or email us to re- quest your copy. We will get one off to you right away.

• For various reasons the due date of your tax return this year has been extended until April 18, 2017. Good news for fellow procrastinators.

• It has been a relatively calm year in our imaginary income tax world.  Not many changes to pass on. Our "What's New" page in our 2017 Tax Guide is pretty slim.  Probably the most significant change is the delay in refunds for taxpayers who are eligible to receive refunds that include the earned income credit and/or the refundable child credit. This delay can be a hardship to some clients.  We are working with our bank partners to provide you with a loan of up to $1,200, which will be repaid once the IRS releases your refund. More information on our "What's New" page on our 2017 Tax Guide. 

•  Filing a tax return is one of the more complicated financial tasks you have to handle each year. And because of the complex codes, room for interpretation, and different rules for various situations, it can be a stressful and challenging process. We are here to help. We value your trust and consider it a privilege to work for you. This year we have already upgraded our internal systems to help you with this year’s filing season. We have invested in tax preparation software with increased security of your valued, offer a pay when you receive your refund program, and completed more than 22 hours of continuing education, including attending the IRS Nationwide Tax Forum in Chicago last year, to keep up to date with the latest tax law changes. 

Again we value your continued business and look forward to visiting with you again. 



Click here to read our online version of our 2017 Tax Guide.