2020 has definitely been a trying year! (That is an understatement)

We wanted to send friendly reminders about your tax returns.

All information to prepare returns should be received by below dates to ensure your return will be completed and transmitted by April 15, 2021 without filing an extension. Please note that interest and penalties could accrue past April 15, 2021 if extensions are filed and any taxes due the IRS are not paid. We understand the final version of many year-end brokerage statements may not be available until the end of March and as always, we accommodate our clients affected by this reporting delay.

· Tuesday, March 2, 2021 – Partnerships or Corporations

· Friday, March 26, 2021 - Individuals

We ask all clients to complete the attached 2020 Tax Information Worksheet and send with your tax information to keep our records updated and to ensure all information is up to date. This worksheet also aids in possibly reminding of forgotten information that might alleviate the necessity of amending the tax return, thus saving headache and additional cost. Please let us know If you would like a copy of your Tax Organizer, or a list of documents needed according to previous year, and we will be glad to email you or print for pick up at your convenience.

Beginning January 1, 2021, our office will enact two new policies for tax services:

· Payment for invoices should be made before transmissions will be filed. We believe this policy will alleviate any unnecessary balance due collections.

· Starting January 1, 2021, credit/debit card payments will have a 3% processing fee added to balance due.