APRIL 15TH 2024 TAX DEADLINE!!!

PLEASE TAKE NOTE! OUR OFFICE WILL BE CLOSING PROMPTLY AT 6PM MONDAY APRIL 15TH. PLEASE BE SURE TO TAKE CARE OF PICK UP AND PREPARATION PAYMENT SO YOUR RETURNS CAN BE TRANSMITTED TIMELY!

TAX SEASON 2024

2024 tax season! Our calendars will open January 8th. For office hours click “contact” at the top of this page. Virtual appointments will still be available with some preparers. We’ve updated our Drop-off Guideline/What to Bring List so please review it. Our MLE Secure Site Portal is available but you must contact us to be set up. Please read our portal FACTS.

These documents can be found by clicking “resources” at the top of this page.

TAX SEASON 2023

The 2023 tax season is almost here. Our calendars will open January 9th. For office hours click “contact” at the top of this page. Each preparer will have their own mix of in-office and/or virtual appointments available. Our MLE Secure Portal is available to our current clients that have been pre-registered. You must contact our office to be set up. Please read our Portal FAQs, which is under our Resourses.

THE NEW 2020 TAX DEADLINE!

May 17th 2020 is our new individual tax deadline. We are still accepting drop-off returns. Some preparers are scheduling “in-person” appointments. Beginning April 19th our NEW HOURS TILL MAY 17TH will be:

Monday – Friday 8:30am till 5:30pm; Saturday May 15th from 8am to 4pm and Monday May 17th from 8:30am till 7:30pm.

The New Covid Bill & Unemployment Benefits

We and all tax firms are awaiting first, the IRS to adapt the filing forms for this change. THEN all tax firms will be waiting for the software companies to update their tax software to accommodate this last minute change. Along with this “wait” the states will need to decide whether they will follow the IRS change.  Once this happens we will be able amend any client who had unemployment benefits. Our experience is that processing takes 10 to 16 weeks for an amended return and it CAN BE electronically filed by our office. With the heavy workload for the April 15th deadline, we will not be able to turn our attention to amendments till AFTER April 15th.

If your return has already been filed, you owed money and it was direct debited. THIS CANNOT BE CHANGED BY US. If the amendment then deems you a refund those CANNOT be direct deposited.

If you’ve filed your return and you had unemployment benefits but it hasn’t been processed by the IRS, it could be delayed. If you were expecting a refund, that could be delayed as well. However, after factoring in the $10,200 tax waiver, your refund may end up being larger than you originally expected as a result. If you already withheld or paid taxes on your unemployment benefits throughout the year, you may now be entitled to a refund.

If you file your amended return electronically, you can use the “Where’s My Amended Return?” online tool to check the status of your amended return.