The weather is now getting colder and we will soon be in the holiday season. And so, before you know it, we will be in the next tax season from January – April 15, 2025. -
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Access your documents securely
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Upload your W2s, 1099 using only your phone
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Text or chat with our staff
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Retrieve your Tax return when you need it.
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Please activate your client portal account Now so you can get in early.
Our base price will remain the same:
$300 per tax return.
$350 if you have a Schedule C business or Schedule E rental property.
Special $50 off – for those who get active in the portal NOW and use it to complete the tax return by Feb 15, 2025.
Let us know your intentions so we can plan our staffing and hours of service: Will you be coming to us again next year? Hit reply and say:
Yes AND: I will use the online portal for a $50 discount, OR
Yes BUT : I will prefer to be seen in person, OR
NO.
End of Year Tax Tips:
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Ensure your basic information is updated. Add your Drivers License, SSN cards, and any children’s Birth certificates to your client account.
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Bring your income (w/2 or 1099) in early. You also need to give us your information. The “same as last year” is not sufficient. You’ll miss out on deductions if you do not give us the correct info.
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If you get paid in Cash, or off the books, you are considered self-employed. So you actually have a business. Keep track of your business related expenses to reduce your income.
Let’s pay attention to Trump’s tax plan to see if any new benefits will be effective in 2024. As always, reply or give us a call if we can help you in any way.