Tax Season 2021 Goals

Managing Expectations during Tax Season

Yes, it’s hard to believe that those year end tax statements will be coming in the mail soon. Luckily, 2020 is behind us and we are looking forward to a much brighter 2021!

Stimulus Check
If you received a “Stimulus Check” this year during the summer, we will need the details to report this information on your tax return. The IRS informed you of that amount with Notice 1444 which, if you received it, we need to reconcile.

Deductions
We still need to accumulate the information on your 1) medical, 2) state income and property tax, 3) mortgage interest, 4) charity and other deductions in order to apply the latest rules, and to complete your state tax returns. Additionally, there is a new deduction for charity amounts that does not require you to itemize, so please let us know of all cash contributions you have made in 2020.

COVID 19 OFFICE POLICY

We are discouraging drop-offs and mailed in information. We have had several clients lose documents through the postal service.

For the safety of our employees and clients, ALL drop-offs and pick-ups must be made BY APPOINTMENT ONLY.

We strongly urge you to use our secure web portal to send us your documents. We can always schedule a phone or zoom call to go over any concerns you may have.

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