The last day to drop off information for tax returns is Saturday March 26, 2022 for Individuals and Saturday February 26, 2022 for Partnerships & Corporations.
All Clients must complete a 2021 Tax Information Worksheet to ensure all information is updated. You can view this by clicking here to download and print or here for a fillable form and the 2021 Engagement Agreement.
**Stimulus and Advanced Child Tax Credit amounts MUST match the IRS information or your return and potential refund WILL BE DELAYED by the IRS!! We do not have access to your information about these amounts so you will need to contact the IRS or your bank to acquire these amounts.
Bring all information at one time. Bringing additional information after you have informed us that your return is ready to be competed will result in additional fees if your return must be revised.
We must receive all information to prepare returns by these dates to ensure that your return will be complete and transmitted by April 15, 2022