We hope the new year is off to a great start for
everyone. We just wanted to touch on a few subjects before tax season gets
going.
We are conducting both
in-person and virtual tax appointments.
Our intake forms have been updated and need
to be completed before we may prepare your tax returns. This will ensure
you do not miss any possible tax credits or deductions. There have been many
changes to the tax code in the past couple of years.
We want to make it as easy
as possible for you to get your taxes completed. So once you have gathered all
the tax documentation, you may:
· Mail
your information to us, and we will contact you with any questions.
· Stop by
the office between 9-5 to drop off.
· Use our
client Secure File Portal
· Schedule
a time for either an in-person or virtual appointment by calling the office or
clicking Appointments.
The filing deadline this
year for corporate tax returns is March 15th, and
for personal tax returns, it is April 18, 2023. To ensure your
personal tax return is completed and filed on time, we must receive all your
information by April 1st. We will not begin working on your tax return
until we receive your information.
If you require an
extension to file, please e-mail Jessica White at jwhite@afitonline.com. There is a $25 fee
for processing extensions. (The request
must be in writing)
We are here to help, so
please do not hesitate to contact us if you have any questions or if we may be
of any assistance.
We are truly thankful for
the confidence and trust that you place in us, and we are looking forward to
seeing you soon.
As always, we are in your
corner.
Mike Mead, EA, CTC
Julie Naudet, AFSP
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