Looking for Tax Preparation

It's important to know where your money's going.

If you need help getting things in order to do your taxes this year, my team has put together some awesome resources to help you along the way:   https://www.afitonline.com/p/pdf-tax-organizer

IRS wants all they can get...

Feel like this at tax time?

Come see us to make sure you're not missing any deductions or credits, so you can keep more of your hard-earned money in your pocket.

Learn more about our income tax preparation services.

Have questions? Give us a call at 816-220-2001

Do we have to come in...?

We have had several new and current clients ask ‘do we have to come into the office to have our taxes prepared?’

The answer is no. You may elect to use our TaxDome Secure Portal to upload all your supporting documentation. We also have an app so you are able to send us all your documentation from your phone. Then schedule a phone call with us to answer any questions and to discuss your unique situation. When we have prepared your tax return, we will upload it to your portal account for your review and schedule a telephone call to discuss and answer all your questions.

Of course, you are always welcome to come to the office.

Learn more about our tax preparation services.

Taxpayers should remember these tips when searching for a tax preparer.

Taxpayers should remember these tips when searching for a tax preparer

The tax filing season is upon us, and many people will be looking for someone to help them file a tax return. These taxpayers should choose their tax return preparer wisely. 

This is because it’s ultimately the taxpayer who is responsible for all the information on their income tax return. It’s important for people to remember that this is true no matter who prepares the return. Here are some tips for folks to remember when selecting a preparer. Taxpayers should:

Check the Preparer’s Qualifications. People can use the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications. This tool helps taxpayers find a tax return preparer with specific qualifications. The directory is a searchable and sortable listing of preparers.

Check the Preparer’s History. Taxpayers can ask the local Better Business Bureau about the preparer. They should check for disciplinary actions and the license status for credentialed preparers. There are some additional organizations about specific types of preparers:

•Enrolled Agents: Go to the verify enrolled agent status page on IRS.gov.

•Certified Public Accountants: Check with the State Board of Accountancy.

•Attorneys: Check with the State Bar Association.

Ask about Service Fees. People should avoid preparers who base fees on a percentage of the refund or who boast bigger refunds than their competition.

Ask to e-file. The quickest way for taxpayers to get their refund is to electronically file their federal tax return and choose direct deposit.

Make Sure the Preparer is Available. Taxpayers may want to contact their preparer after this year’s April 15 due date. People should avoid “fly-by-night” preparers.

Provide Records and Receipts. Good preparers will ask to see a taxpayer’s records and receipts. They’ll ask questions to figure things like the total income, tax deductions, and credits.

Never Sign a Blank Return. Taxpayers should not use a tax preparer who asks them to sign a blank tax form.

Review Before Signing. Before signing a tax return, the taxpayer should review it. They should ask questions if something is not clear. Taxpayers should feel comfortable with the accuracy of their return before they sign it. Once they sign the return, taxpayers are accepting responsibility for the information on it.

Review details about any refund. Taxpayers should make sure that their refund goes directly to them – not to the preparer’s bank account. The taxpayer should review the routing and bank account number on the completed return.

Ensure the Preparer Signs and Includes their PTIN. All paid tax preparers must have a Preparer Tax Identification Number. By law, paid preparers must sign returns and include their PTIN.

Report Abusive Tax Preparers to the IRS. Most tax return preparers are honest and provide great service to their clients. However, some preparers are dishonest. People can report abusive tax preparers and suspected tax fraud to the IRS. Use Form 14157, Complaint: Tax Return Preparer.

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The Secret to Doing Your Taxes Right

Alliance Financial & Income Tax is a Proud Participant in the Dave Ramsey Endorsed Local Provider program for Income Tax Services. 

Important Tax Information (Please Read)

Happy New Year!!  We hope the new year is getting off to a great start for you.

Tax season is once again upon us and I wanted to provide you with some helpful information on our website. Please take a moment to review. This information will assist you as you are gathering all your documentation for your taxes.

Our tax organizer will assist in ensuring that you do not miss out on any possible tax credits or deductions. (Great tool to refresh your memory of the past year)

Just like going to the doctors there is always paperwork for compliance and legal reasons and the tax preparation industry is no different.  Our engagement letter and tax organizer will need to be completed along with your other tax information.  Even though you might not think much as changed with your specific situation, the tax laws changed drastically in December 2017.  Please make sure to look over this information to help ensure that we have the necessary information for reducing your tax liability.

Due to changes in privacy and security protocols, we are requesting that if you need to send us tax documents that you use our secure portal.  Next week Julie will be creating personal accounts for our current clients.  If you do not see the instructions to access the portal, please contact Julie at jnaudet@afitonline.com. 

We want to make it as easy as possible for you to have your taxes prepared. Once you have gathered all your tax documentation you may: 

• Mail your information to us and we will contact you with any questions.
• Stop by the office between 9-5 and drop off.
• Use our client Secure File Portal
• Schedule a time to meet with me in person by calling the office or online. 

The filing deadline this year for business returns is Monday, March 16th. And for personal tax returns is Wednesday, April 15, 2020.  To ensure your return is completed and filed on time we must receive all your information by April 1st.  We do not begin working on your tax returns until we have received all your information.

If you require an extension, please e-mail Julie at jnaudet@afitonline.com. (request must be in writing)  There is a $25 fee for processing extensions.

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.

I am truly thankful for the confidence and trust that you place in us and we are looking forward to seeing you soon Mike.


Warmly,
 

Mike Mead, EA, CTC
Alliance Financial & Income Tax
807 NW Vesper Street
Blue Springs, MO. 64015
P - 816-220-2001 x201
F - 816-220-2012
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