I hope this message finds you well. As we gear up for the upcoming tax season, I wanted to share some important information and tips to ensure we can provide you with the best possible service, whether you’re working with us or another professional accountant.
By now, most W-2s have arrived, and you can expect to receive most 1099s from banks by February 15th. This is a friendly reminder that as tax firms, including ours, begin focusing on immediate deadlines, having your documents well-organized will be incredibly helpful.
If you have questions that could impact your filings, now is the perfect time to address them. While we often think some questions are quick, the complexity of the tax code can sometimes extend those conversations. Remember, the earlier we tackle these topics, the smoother the process will be.
As we approach mid to late February, our availability for in-depth consultations may become limited. For detailed discussions about long-term future planning or non-immediate topics, scheduling a time after April 15th might be necessary as the season heats up. However, for urgent matters regarding this tax season, we encourage you to reach out right away to avoid the need for an extension.
Here are some examples of common questions we can help you with:
If any of these resonate with you or if you have other concerns or complexities that may require attention toward the immediate deadline, please kindly let us know by this Friday so we can ensure all your concerns are addressed in time for an organized filing.
As always, we’re here to support you through the tax season and beyond. Your well-being is our top priority.
George Dimov CPA
(833) 829-1120 toll free
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